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Email Integrations for Elements
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Elements and Salesforce have useful email integrations with Microsoft Outlook® and Gmail™. Below are best practices on syncing your emails, and helpful documentation to setup these integrations.

 

Also, once you set the email integration up, you will want to allow users to have the ability to sync contacts and events between Elements and Microsoft Outlook®/Gmail™. This article explains how to update settings allowing contact and event syncs by users.


Syncing Best Practices

When you sync Contacts, we recommend to sync in a single direction, from your CRM to your Email Provider. This is because all your Contacts should be tracked in your CRM, so that you have complete details about your clients.

 

When you sync your Events/Activities/Tasks, we recommend a single direction, from your CRM to your Email Provider. This is because your interactions with your client should be tracked in your CRM.

 

When you sync your Email Correspondence, we recommend you track these Manually from your Email Provider to your CRM (not automatically).


Microsoft® Outlook®

Set Up the Integration with Microsoft® Outlook® 

 

Outlook Integration Trailhead Module

Salesforce Add-In for Outlook

 


Gmail™

Set Up the Integration with Gmail™

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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