What Can I Do To Get Outlook For Mac And Salesforce Integration?

What Can I Do To Get Outlook For Mac And Salesforce Integration? 5,7/10 7888 votes

May 8, 2013 - Take a look at Maildrop. It will work with Outlook 2011 on the Mac. You could try and get onto Exchange sync beta then it doesn't matter what.

The Salesforce integration with Outlook lets you experience Salesforce right in Outlook. The integration is 100% cloud based with no software to push, install, or maintain. New in Winter ‘19! Users with an Inbox license can use Inbox features in the Outlook integration, to: - Schedule appointments more efficiently. - Be notified when recipients open emails and interact with content - Schedule emails to send at the best time - Save and insert common phrases with ease - View custom object records relevant to the email selected in Outlook Add-In Benefits Visibility View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching between Salesforce and Outlook; your Salesforce data appears directly in Outlook. Productivity - Search and browse Salesforce records inside Outlook. - Create new Salesforce records, including Custom Object records, directly in Outlook.

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- Add emails and appointments to Salesforce records in one click, even when composing emails. - Quickly craft emails with Salesforce Templates. - Manage Salesforce Tasks right from Outlook. - Sync Contacts and Calendar events by enabling Lightning Sync in addition to the Outlook integration. Notes: - Used to be named Lightning for Outlook. - Works with both Salesforce Lightning Experience and Salesforce Classic UI.

- Requires a subscription to Salesforce. - Setup Directions and System Requirements: - Works in IE11, Edge, Chrome, Firefox, and Safari. - For customers still using Outlook or Exchange 2010, Salesforce for Outlook is available at: http://sfdc.co/cckKXJ.

Salesforce Integration for Microsoft Outlook Published: 19 Feb 2013 by in If you are looking for a way to get your emails in Microsoft Outlook integrated into Salesforce.com, you have come to the right place. Match My Email (MME) integrates with every version of Outlook — 2003, 2007, 2010, 2011 for Mac as well as Entourage.

MME works with all Salesforce Editions — Group, Professional, Enterprise and Unlimited. Match My Email offers the best email integration between Outlook and Salesforce. No more jumping back and forth between Salesforce and Outlook looking at emails to see what is going on with a customer. All the emails in Outlook will be in Salesforce, matched to the right record. MME provides a fully automated cloud service. It does all the work of syncing and logging emails to Salesforce for a sales rep using Outlook. The computer software does all the processing related to the sorting and uploading of emails and their attachments to the right Salesforce record(s). Embroidery software for mac free trial

That is why it is called Match My Email; it matches your emails in Outlook to all the right records in Salesforce.com — fully automatically. The other tools on the market are manual. They require constant action and attention. If you are busy or sick or traveling or on vacation, they don’t work. Match My Email, on the other hand, is 24/7/365, working away in the background, doing the work of matching emails in Outlook to Salesforce for you.

True email integration between Outlook and Salesforce is estimated to save the average user 100 hours of work each year. Match My Email is easy to use and quick to set up. Once it is installed, it starts working in background parsing your emails in Outlook looking for email addresses that match to email addresses in Salesforce.com.

When MME finds a match, it uploads and logs the email into the right Salesforce record — whether it is a Lead, Contact, Account, Opportunity or Case. The is why Match My Email has the the best Salesforce Integration for Microsoft Outlook! The best way to see Match My Email in action is to schedule a 20-minute live demo. In the demo, we will show you how Match My Email will automatically connect your email in Outlook to Salesforce.com. Contact Simone at to schedule a live demo. Match My Email could be a forefront cloud technology that mechanically types, matches and uploads all incoming and outward emails to the proper SFDC record(s).

Each twenty minutes Match My Email imports a replica of each new email within the end-user’s INBOX and SENT things and matches the emails to the proper records in Salesforce.com. Matching relies on a proprietary technology referred to as MultiMatch. Match My Email could be a forefront cloud technology that mechanically types, matches and uploads all incoming and outward emails to the proper SFDC record(s).

Each twenty minutes Match My Email imports a replica of each new email within the end-user’s INBOX and SENT things and matches the emails to the proper records in Salesforce.com. Matching relies on a proprietary technology referred to as MultiMatch. • 2015-04-14 12:43:15. [] Salesforce Email Integration is one way to save precious time. Automated email syncing and logging removes a time consuming chore from a sales professional’s daily To Do List. Even if it takes only 11 seconds to log an email to Salesforce with a manual tool like Salesforce for Outlook, over the course of a month, a sales professional can save 3 hours of time with automation – or 18 precious ten-minute sales opportunities. The leading automated email integration app for Salesforce.com is Match My Email.