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Salesforce for outlook plugin download
Salesforce for outlook plugin download










Many hoped for a return to normal in 2023, but this is looking increasingly unlikely.

salesforce for outlook plugin download

This was compounded by record levels of inflation, leaving many consumers struggling to make ends meet. The invasion of Ukraine triggered a spike in gas prices, leading to soaring energy costs across the UK and Europe.

salesforce for outlook plugin download

With the pandemic still fresh in our minds, businesses were hit with a fresh wave of economic shocks in 2022.

salesforce for outlook plugin download

Select the specific Account or Opportunity you want to link the email communication to which maps it to an activity in that Salesforce object.We are living in turbulent times.Select the file links you want to include in the email.Click on the Bigtincan Hub logo located on the top right hand side.You are now ready to log emails to Salesforce and the Hub. Make sure that you set the selector to Log email to Salesforce.The Salesforce login screen will appear.Under 'Authentication for Salesforce' click the Authenticate button. You will be taken to the CRM settings screen in the Hub.Follow the prompts to authenticate your Salesforce CRM account in the Hub. Bigtincan Hub will then request authentication.On the right-hand pane, a log in screen will appear. Open an email you want to log to Salesforce and Bigtincan Hub.Once you have installed the add-on, you need to authenticate your Salesforce account. If you do not have a Salesforce account or choose not to use one, then the Hub for Outlook app will still enable you to access, view and share Hub content. You should now see a Bigtincan orange icon at the top of the page in the Outlook Ribbon. To test that the add-on has been installed on your browser, click on an email to open it. The plug-in will be downloaded and installed on the browser.In the search results select 'Bigtincan Hub for Outlook' > Get it.On the Add-In screen, search for 'Bigtincan'.

salesforce for outlook plugin download

  • Once signed in, access the settings via the cog wheel on the right hand corner.
  • Install the plugin via the Add-ons in Outlook To start using the Outlook Plugin, you must first install it. If you do not have a Salesforce account or choose not to connect one, then the Hub for Outlook app will still enable you to access, view and share Hub content. *Note: The account information requires the field Account Number of an Account object to be visible in Salesforce to log properly. This means Contacts and emails in Outlook can be logged as part of an: Bigtincan's Outlook Add-on allows Content Hub users to add Hub content to their emails and to log emails to Salesforce.












    Salesforce for outlook plugin download