Email Service · Email Services · Integration · Lightning · Microsoft Office · Salesforce · Uncategorized

Integrating Salesforce and Microsoft Outlook by using Lightning for Outlook

Effective Time Management is important to achieve success during the Sales process. But there seems to be the problem faced by Sales rep daily while sending and replying Email. Customer Relationship Management (CRM) and email application, meantime as they are separate, sales rep have needed to move between them. This blog will help you to… Continue reading Integrating Salesforce and Microsoft Outlook by using Lightning for Outlook

Microsoft Office · Salesforce

Connect Salesforce with Microsoft office

So, I was looking through the Microsoft store where i saw Salesforce App for Outlook, which got me curious about what else can be done through the office add ins. So below is just a demo  app I developed for exporting opportunity records in Salesforce to Microsoft Excel. Step 1: Go to Napa cloud app (you can use… Continue reading Connect Salesforce with Microsoft office