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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).
Set Up the Integration with Microsoft® Outlook®
- Outlook Integration System Requirements
Make sure that your system meets these requirements before you integrate with Microsoft® Outlook®.
- Considerations for Setting Up the Outlook Integration
Before setting up the integration with Microsoft® Outlook®, consider which features you want to enable and whether sales reps need access to different components.
- Considerations for Tracking Emails in the Outlook Integration
When Inbox features are added to the integration with Microsoft® Outlook®, sales reps can track when recipients open emails and click links in emails. Before you enable email tracking for your sales reps, review these key considerations about setup and how emails are tracked.
- Enhanced Email and the Outlook Integration
Turn on Enhanced Email in the Outlook integration and Sync setup page so sales reps can relate emails to relevant Salesforce records quicker and more easily.
- Roles Required to Set Up the Outlook Integration
Setting up the integration with Microsoft® Outlook® requires a Salesforce administrator, an IT pro who maintains your Microsoft Exchange server, and the sales reps running the integration within Outlook.
- Preparation for Your Microsoft Exchange Server for the Outlook Integration
The integration with Microsoft® Outlook® runs as a Microsoft Office add-in. Work with your IT pro or whoever maintains your Exchange server to establish a connection with the add-in.
- Turn On the Outlook Integration in Salesforce
Turn on the Outlook integration so your sales reps can access Salesforce in Microsoft® Outlook®.
- Add the Salesforce Add-In from the Microsoft Exchange Admin Center
Before your sales teams can experience Salesforce in Microsoft® Outlook®, your team members need access to Salesforce from within Outlook. Team members can get and enable the Salesforce add-in themselves. Alternatively, you can help them complete this step faster and avoid setup issues at the same time. Ask your company’s Microsoft Exchange administrator to give all team members access to Salesforce in Outlook simultaneously.
Outlook Integration Trailhead Module
Set Up the Integration with Gmail™
- Gmail Integration System Requirements
Make sure that your system meets these requirements before you integrate with Gmail
- Considerations for Setting Up the Gmail Integration
Before setting up the integration with Gmail™ for your sales reps, consider which features you want to enable and whether users need access to different components.
- Considerations for Tracking Emails in the Gmail Integration
When Inbox features are added to the Gmail integration, sales reps can track when recipients open emails and links in emails. Before you enable Email Tracking for your sales reps, consider the key considerations for how emails are tracked.
- Turn On the Integration with Gmail in Salesforce
Help your sales teams see, create, and modify Salesforce records directly in Gmail.
- Enhanced Email and the Gmail Integration
Turn on Enhanced Email with the Gmail integration for your reps, so they can relate emails to relevant Salesforce records quickly and easily.