Get ready to implement your Outlook integration and Salesforce Inbox with guidance from our Sales Cloud experts.
In this Implement video intended for Sales Cloud admins, we will walk through:
- The high level steps to set up and configure the Outlook integration with/without Salesforce Inbox
- The key features related to the Outlook integration and to Salesforce Inbox
- Best practices for the configuration process and end-user rollout
Please note: this video does not include Einstein Activity Capture or Lightning Sync.
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: cs.salesforce.com/portraits/a...
0:00 Intro and Overview
0:10 Learning Objectives
0:40 Benefits and Requirements
3:39 Demo: Set Up the Outlook Integration and Salesforce Inbox
6:27 Customize the Integration Application Pane
8:00 Best Practices for Roll Out and Going Live
9:13 Recap and Next Steps
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Implement: Sales Cloud: Outlook Integration and Salesforce Inbox
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