how to enable outlook for salesforce mac

Already, Maria notices the increased productivity of her sales reps.

She wants to give her reps even more ways to work even smarter when.

Recipients select which time works best for them, and the integration schedules the meeting.

Say goodbye to potentially embarrassing typos and hello to saving time.

Because timing is everything, reps can schedule when their customers receive the email, so that it makes the greatest impact for a potential sale.

Lets talk about how Maria takes advantage of these features.

Maria talks to her Salesforce sales rep about activating the license.

If you have a sandbox instance with Inbox, you can try out these steps there.

If you dont have a sandbox with an Inbox license and youre a customer or partner developer.

If you set up Einstein Activity Capture, assign the Inbox With Einstein Activity Capture.

Maria still has flexibility to customize how Salesforce content appears in Outlook, and which Inbox features her reps can access.

Maria can either reassign her reps to the standard email pane with Inbox features, or add the features to the customized pane using Lightning App Builder.

For example, if some reps dont track emails, build a pane that includes all Inbox features, except the one that tracks email.

You reduce context switching, so your reps can focus on the important things: Their customers and closing deals.

Add Inbox features to the integration, and your reps get all the tools to work at top speed.

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How To Enable Outlook For Salesforce Mac