Email to Salesforce is Not Working – Fixed!

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] One of Salesforce's simplest and most powerful features is Email to Salesforce. Why? Great question! Salesforce is only as good as the data you feed it. If you log emails inside of Salesforce then your whole team will see what emails have been sent to the lead or [...]

Send and Add Email to Salesforce from Outlook

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] Stop using BCC! There is nothing more annoying to Salesforce users when their outbound email ends up in unresolved items because of duplicates or someone isn’t in Salesforce yet. This creates double the work for users (which no user ever wants to do) and more likely than not, [...]

BCC to Salesforce not working?

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] One of the quickest ways to get your emails from Outlook into Salesforce.com is to use the BCC to Salesforce feature. It’s just one click away and adds your emails right to the lead or contact you are replying to. This can be a really powerful way to [...]

Salesforce AppExchange Passes 3 Million Installs

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] The Salesforce AppExchange has just surpassed an impressive 3 million installs. This is an astounding achievement by Salesforce and an event which further solidifies that the CRM has been successful in creating a platform worthy of the ages. Just two years ago, the AppExchange was the home of 1,800 [...]

Increasing Salesforce Adoption – What’s the Winning Strategy?

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] Increasing Salesforce adoption seems to be extremely topical today, and for good reason. 35% of delegates from Dreamforce '14 said that they have major adoption issues (ImprovedApps.com). Quite honestly, I believe this number is actually higher because not everyone likes to admit they have major adoption issues. Customization, training, [...]

3 Things Missing from Salesforce App for Outlook

[easy-social-share buttons="facebook,twitter,google,linkedin,buffer,digg,reddit" counters=1 counter_pos="hidden" total_counter_pos="leftbig" hide_names="force" template="metro-retina"] Kudos to Salesforce! They have finally released an update to their Salesforce for Outlook plugin: Salesforce App for Outlook. This new integration is the answer to those companies that have made the switch from native Outlook clients (2007, 2010 and 2013) to Office 365 and Outlook Web Access. This [...]

By | March 19th, 2015|Categories: Salesforce App for Outlook, Salesforce for Outlook|0 Comments