Salesforce Integration
Getting Started
- Delegate Access To Another User
- Does Yesware Integrate with Your Version of Salesforce?
- How do I enable Salesforce Sync with O365? [Outlook]
- Using Yesware Data to Build Salesforce Dashboards
- My Salesforce account uses SSO; how will that impact Yesware's SFDC integration? [Gmail]
- My Salesforce account uses SSO; how will that impact Yesware's SFDC integration? [Outlook]
Yesware/Salesforce Integration in your Inbox
- How Do I Use the Salesforce Calendar Sync in O365? [Outlook]
- How do I look someone up in the Yesware Sidebar? [Outlook]
- What happens if I have duplicate records with the same email address? [Outlook]
- How do I create a new Contact or Lead from the Sidebar? [Outlook]
- How do I identify an Event in Salesforce that was created through Calendar Sync? [Outlook]
- How do I create a Salesforce Contact/Lead or Task from within the Salesforce Sidebar? [Outlook]
Yesware/Salesforce Integration in Salesforce
- Salesforce - "Add to Campaign" Button [Outlook]
- How do I automatically associate my email activities with Opportunities in Salesforce? [Outlook]
- Where in Salesforce can I see the activities that Yesware has created? [Outlook]
- Does Yesware's Salesforce Sync write activities to Salesforce for every email event? [Outlook]
- How do I identify tasks in Salesforce that Yesware created? [Outlook]
- How do I leverage Summary-Task Logging? [Outlook]
Salesforce Sync (Enterprise Plan)
- How do I enable my emails, replies, and tracking events to automatically get sent to Salesforce? [Gmail]
- What happens if I have duplicate records with the same email address? [Gmail]
- How do I automatically associate my email activities with Opportunities in Salesforce? [Gmail]
- In Salesforce, where can I see the activities that Yesware has created? [Gmail]
- Does Yesware's Salesforce Sync write activities to Salesforce for every email event? [Gmail]
- Will Yesware create a Contact in Salesforce for me if one doesn't already exist? What if an email is sent to multiple recipients? [Gmail]
Salesforce Sidebar (Enterprise Plan)
- Where can I find the Salesforce Sidebar in Gmail? [Gmail]
- How do I look someone up in the Yesware Sidebar? [Gmail]
- How do I create a new Contact or Lead from the Sidebar? [Gmail]
- How do I create a Salesforce Contact/Lead or Task from within the Salesforce Sidebar? [Gmail]
- How do I edit existing Salesforce data from the Sidebar? [Gmail]
- What is the cloud icon next to email addresses I see in my inbox? [Gmail]
Calendar Sync (Enterprise Plan)
- What is Yesware Calendar Sync? [Gmail]
- How do I set-up Yesware Calendar Sync? [Gmail]
- How do I use Yesware Calendar Sync? [Gmail]
- How do I identify an Event in Salesforce that was created through Calendar Sync? [Gmail]
- Can I sync recurring events? [Gmail]
- How do I sync meetings from Salesforce into Google Calendar? [Gmail]