create record through salesforce for outlook plugin

Einstein Activity Capture is a productivity tool that can keep your email and calendar aligned with Salesforce.

You’ll also need to decide if you want to use Einstein Activity Capture to sync emails, events, and contact records. Configuring one of these options will enable a Salesforce popup in your email box.Īs with many things Salesforce, it’s not quite that simple. The Outlook process may vary depending on your product and setup. These are two separate integrations once your Salesforce instance has either Outlook Integration or Gmail Integration enabled (or both), your end-users will need to get the Salesforce Chrome extension from the chrome web store or get the integration from Microsoft AppSource. It is possible to access Salesforce while in your email account or send emails through Salesforce using your email account with the Gmail or Outlook integrations.

You can also build on these features by integrating Salesforce with Gmail or Outlook. A recent Arkus blog article talked about Salesforce’s native email capabilities.

Create record through salesforce for outlook plugin