Email to Salesforce (8)

General Setup: Configuring Email to Salesforce in Salesforce

Modified on 15 Nov 2021
Set up Mail Flow Rule in Microsoft Exchange

Modified on 18 Dec 2017
Creating Investor Relations Contact, Investor/Advisor Account, and Investor Opportunity

Modified on 27 Mar 2018
Log Outgoing Emails into Salesforce: Portfolio Contact

Modified on 27 Aug 2018
Locate the Logged Email on a Contact Record in Lightning for Gmail/Outlook

Modified on 22 Feb 2018
Log Incoming Emails into Salesforce: Investor Relations Contact

Modified on 21 Feb 2018
Log Outgoing Emails into Salesforce: Investor Relations Contact

Modified on 22 Feb 2018
General Setup: Configuring a New Compact Layout - Lightning for Gmail/Outlook

Modified on 15 Nov 2021