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Walkthrough tutorial for using the Outlook Salesforce Integration. This Outlook plugin provides features to log both incoming and outgoing emails to Salesforce records, the ability to create and edit select fields on certain types of records, and the ability to view any record in Salesforce that the user has permission to see, all from inside Outlook.
Schedule Zoom meeting in your Outlook Calendar
Schedule Zoom meeting in your Outlook Calendar
Configuring Shared Mailbox permissions
Configure a shared email account.