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. … Enable Use Enhanced Email with Outlook and Click Active and Notify Reps. Click on Edit button. More items… • Jun 12, 2020 How to setup Salesforce integration with Microsoft … Read more
Install Salesforce Lightning for Outlook If you have a valid Salesforce subscription, you can install and access the add-in using the steps below: In Outlook 2013 or Outlook 2016 for Windows, click Store from the Home tab on the ribbon. In Outlook on the web, click… In the search bar on the top right, type … Read more
How to integrate Salesforce with HTML form? Click the “+” button to create a new form that we will integrate with Salesforce. Let’s name the form as ” Salesforce Lead Form “. With that form created, your unique form endpoint is now ready to be inserted into your HTML form. Let’s add our form and … Read more
Customising Salesforce Customer Portal Fonts and Colors. Go to Setup=>Customize=>Customer portal =>Settings. Now select customer portal name. Now click on Change Portal fonts and Colors as shown below From Setup, enter Fonts and Colors in the Quick Find box, then select Fonts and Colors. Salesforce offers predefined themes that you can customize.…If you are using … Read more
In Salesforce: From Setup, enter Data Import Wizard in the Quick Find box, then click Data Import Wizard. Click Launch Wizard! Under “What kind of data are you importing?” click Accounts and Contacts. Under “What do you want to do?” select your desired action. How do I import contacts from a spreadsheet to Salesforce? Salesforce … Read more
Part 1: Importing Leads as Campaign Members – New and Existing Step 1: Prep your File. Where’s the Campaign ID? … These fields are the standard fields any import will require, but… Step 2: Launch Data Import Wizard. Go to Salesforce setup, and search for Data Import Wizard. Click the big green… Step 3: Field … Read more
Go to Salesforce setup, and search for Data Import Wizard. Click the big green ‘Launch Wizard’ button (you may need to scroll). What kind of data are you importing? – select leads. Assign All Leads to Campaigns – select this checkbox! Then, drag your file into the ‘Where is your data located’ section. How to … Read more
In the side panel, click Salesforce Side Panel Add Email Icon for the contact, account, case, opportunity, or lead to which you want to add the email. The side panel confirms the Salesforce records to which you added your email. In case you are sending a new email, add it to the Salesforce records after … Read more
To send an email campaign to Salesforce contacts or leads, you can import some or all of your Salesforce records into a Google Sheet, then send the campaign using that Google Sheet in MergeMail. Add Campaign Members Tip To obtain Salesforce IDs or other values from your org, run reports and then export the report … Read more
Click on Import From a Service and click Next. Select the Salesforce option. Enter your Subdomain, Username, and Password of your Salesforce account and click Save & Next. Full Answer How many emails can you send in a Salesforce blast? Sending Mass Emails From Salesforce. Furthermore there are governor limits on how many emails you … Read more