To find your Salesforce User ID within Cirrus Insight, follow these steps: Open Cirrus Insight Settings ( wrench icon on the blue menu bar). Choose Account Information from the menu on the left. Locate your Salesforce User ID in the UserId field. If you’re submitting the ID on behalf of another user or you can’t … Read more
Salesforce Integration With My Website Step 1 – Enable Site. For this purpose, Login to your Salesforce account and type the Sites in the Quick find bar. Click… Step 2 – Create a Site. In this step, you actually have to create a site for the domain, you just registered. Click on… Step 3 – … Read more
Steps to Integrate Outlook and Salesforce STEP 1. Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable… STEP 2. Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook… STEP 3. Now Switch to Salesforce Classic. Click on … Read more
Steps to Integrate Outlook and Salesforce. Open your Salesforce Org. Click on Setup. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps. Click on Edit button. Click on Active and Advanced Email … Read more
Steps to Integrate Outlook and Salesforce. Open your Salesforce Org. Click on Setup. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps. Click on Edit button. Click on Active and Advanced Email … Read more
Step 1: Authenticate Log into your Salesforce account. Click the App Launcher drop-down menu and choose Mailchimp for Salesforce. Click the MC Setup tab. Click Login. In the pop-up window, click OK. Input your Mailchimp username and password and click Log In. Turn on data sync and lead creation Navigate to the Settings tab. Toggle … Read more
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button. Now Switch to Salesforce Classic. Click on beside Setup your User … Read more
From Calendar, click the gear next to “ Other Calendars ” and select “ Add Calendars. ” Search for the individual that has shared their calendar with you and select “Add” to complete the process. As you can see, Salesforce Calendar Sharing can greatly increase your productivity. Full Answer How do I connect a Salesforce … Read more
Relate Emails to Your Salesforce Records Using Email to Salesforce Compose an email from an email account that you listed in My Acceptable Email Addresses on the My Email to Salesforce setup page. Enter your Email to Salesforce address in the BCC field. Enter the email recipients in the To and CC fields. Send the … Read more
One of the best ways to learn Salesforce is to jump right in and start trying things out. Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Full Answer How to train your users on … Read more