Salesforce Integration
Getting Started
- Delegate Access To Another User
- Does Yesware integrate with my version of Salesforce?
- How do I enable Salesforce Sync with O365?
- Using Yesware Data to Build Salesforce Dashboards
- Using Yesware with Salesforce SSO (Single Sign-On)
- Sync Yesware For Outlook With Salesforce
Yesware/Salesforce Integration in your Inbox
Yesware/Salesforce Integration in Salesforce
Salesforce Sync (Enterprise Plan)
- Enable emails, replies, and tracking events to automatically send to Salesforce from Gmail
- What happens if I have duplicate records with the same email address?
- How do I automatically associate my email activities with Opportunities in Salesforce?
- Where can I see the activities that Yesware has created in Salesforce?
- Does Yesware's Salesforce Sync write activities to Salesforce for every email event?
- Will Yesware create a Contact in Salesforce for me if one doesn't already exist?
Salesforce Sidebar (Enterprise Plan)
- Where can I find the Salesforce Sidebar in Gmail?
- How do I look someone up in the Yesware Sidebar?
- How do I create a new Contact or Lead from the Sidebar?
- How do I create a Salesforce Contact/Lead or Task from within the Salesforce Sidebar?
- How Do I Edit Existing Salesforce Data from the Sidebar?
- What is the cloud icon next to email addresses I see in my inbox in Gmail?