1-Click Add Emails to Salesforce

Your #1 Salesforce Productivity Secret: 1-Click Add Emails to Salesforce TL;DR: Our 1-Click Add to Salesforce feature makes it quick and easy to add emails to any standard or custom object. Most importantly, add right from the comfort of your Gmail for Chrome or Outlook for Windows inbox through the ContactMonkey side panel. [...]

Send and Add Email to Salesforce from Outlook

Send and Add Email to Salesforce from Outlook If you're already working in Outlook throughout the day it only makes sense to do as much from there as you can. That, of course, includes accessing the full functionality of Salesforce. But that can often be challenging and time-consuming: switching between the two programs can get [...]

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 [...]

How To Add Salesforce Custom Objects to Outlook and Gmail

How To Add Salesforce Custom Objects to Outlook and Gmail You can now view and edit Salesforce custom objects from within Outlook and Gmail. Why is this a big deal? Up until now you could only view Salesforce standard objects like Contacts, Opportunities and Cases in Outlook using Salesforce for Outlook's Side Panel. If [...]