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]
- How do I identify tasks in Salesforce that Yesware created? [Gmail]
- What is Background Sync? [Gmail]
- How do I leverage Summary-Task Logging? [Gmail]
- How does the Yesware Sync Selector work? [Gmail]
- Does Yesware support Salesforce Person Accounts? [Gmail]
- How many API calls does Yesware use? [Gmail]
- What versions of Salesforce are compatible with Yesware? [Gmail]
- How can I ensure tracked email events are displayed as "Email" instead of "Call" in Salesforce? [Gmail]
- Why isn't Send to Salesforce working? [Gmail]
- How do I disable Send to Salesforce? [Gmail]