Implement: Sales Cloud: Outlook Integration and Salesforce Inbox

Overview

Get ready to implement your Outlook integration and Salesforce Inbox with guidance from our Sales Cloud experts. In this 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/aCe3y000000bmoXCAQ 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 #Salesforce #ExpertCoaching #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #SalesforceInbox #SalesCloud