Salesforce and Outlook Integration has gone through various stages of evolution and has various parallel options, which can sometimes be very confusing (it definitely was for me). So this blog post is an attempt to lay the land to understand the whole spectrum of Salesforce Outlook Integration. Understand what are the various options and what do they do. This is followed by a step-by-step guide on how to use one of these features called “Outlook Integration”
It’s a wrap of Dreamforce 2019 – World’s largest enterprise technology conference packed with thousands of sessions and loads of announcements.
Want to have a rundown on the latest and greatest features introduced in Dreamforce 2019? You have come to the right place. Here is a consolidated 182 pages deck on the different features & functionalities accounced in various Salesforce Products in Dreamforce 2019. Enjoy with a beverage of your choice. Cheers! More
Learn How To Mass Insert, Update or Delete Data in Salesforce in less than 45 Minutes
One of my favourite tools for loading data in Salesforce is Jitterbit Data Loader. It is a free data migration tool offered by Jitterbit that is available for both Windows and Mac operating systems.
This tool is intuitive, fast and user friendly. You can connect to any file stored locally on your machine or stored in the cloud. Or connect to another database direclty usig ODBC/JDBC. Any Salesforce Admin or Developer can easily perform no-code integration with other systems using this tool. It offers a wizard like UI with drag and drop field mappings and integration. More
Send Customized Desktop Alerts or Push Notifications on Mobile When Important Events Occur
Salesforce Custom Notifications is yet another cool and useful feature that was introduced in Summer ’19 release. This is a new way to keep your users in the know when important events occur. You can send push notifications on mobile or desktop alerts when a record is created or edited and any specific condition is met. More
Give Users Access to New Salesforce Mobile App for a Seamless Experience Across Desktop & Mobile
Lightning Experience for Salesforce Mobile App was rolled out with Winter ’20 release. This feature is one of the gems of the latest release.
Earlier, Salesforce Mobile App user experience was slightly different than the desktop version. Notable differences were:
- There was no ‘App Launcher’ to switch between the Apps
- The Object Tabs were not segregated as per the App which they belonged to