Match My Email works seamlessly with Office 365 and Gmail (as well as 35+ other email systems). It takes is about five minutes to setup and then starts automatically integrating emails into Salesforce records like Leads, Contacts, Accounts, Opportun0ties and Case, fully in background, machine-to-machine, 24/7/365.
Full Answer
What is the relationship between Salesforce and Office 365 and Gmail?
Gmail and Office 365 handle deliverability and compliance. The emails your reps send through Salesforce come from their Gmail or Office 365 email addresses. Emails sent through workflows and triggers are still sent through Salesforce. Bounce management isn’t supported when you send through external email accounts.
Does Salesforce essentials integrate with Gmail?
Update existing and create new Salesforce records without toggling between applications (available for Salesforce Essentials today) The following integration services work with Gmail and Salesforce. We haven’t vetted it, so please be careful when deploying it:
How do I connect my Gmail account to Salesforce?
From Setup, enter External Email in the Quick Find box, then select Send through External Email Services. Turn on one of the email services your company uses. Maria’s sales reps can now connect their Gmail accounts to Salesforce. But her reps need the standard user profile or the “Send Email through External Email Services” user permission.
Can I send emails through external email accounts in Salesforce?
Emails sent through workflows and triggers are still sent through Salesforce. Bounce management isn’t supported when you send through external email accounts. If your reps send email through Gmail or Office 365, Transport Layer Security (TLS) is handled through the external email service and not through Salesforce settings.
Can you use Office 365 with a Gmail account?
Enable your Gmail to be connected by Microsoft 365 or Office 365. To use an app password with Gmail, you have to first turn on 2-step verification, and then obtain the app password. Once you have an app password you can use that in combination with your username to connect to Gmail.
Can Office 365 integrate with Salesforce?
Salesforce Office 365 integration permits you to pass your data to and from the internal and external systems. It allows you to add Salesforce tasks to the Microsoft To-Do list. You can send an email directly from Office 365 whenever new Salesforce Opportunities are created.
Can I use both Outlook and Gmail?
If you have a Gmail account, but prefer to use the Microsoft Outlook interface for your email communications, you're in luck. Outlook allows you to add your Gmail account to your Outlook account so that you can access both simultaneously within Outlook.
Does Salesforce use Gmail or Outlook?
The Salesforce integration with Outlook® and Gmail™ helps your reps manage their sales more efficiently.
How do I link my Office 365 email to Salesforce?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. ... Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items...•
How does Salesforce integrate with Gmail?
From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync. Enable and expand Let users access Salesforce records from Gmail. To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Gmail.
How do I transfer emails from Outlook 365 to Gmail?
From the dropdown menu, select the Microsoft Outlook user profile associated with your USC account. Select Migrate all data, then click Next. Select which data you would like to migrate, then click Migrate. Once the migration has completed, your email, contacts, and calendar data will be in your Gmail account.
How do I sync my Microsoft account with my Google account?
How do i link my google account to my new microsoft accountGo to your Microsoft account profile and sign in.Select Add in the top right corner.Select the account that you want to add, and follow the instructions to sign in and connect.
Why is Gmail better than Outlook?
Gmail vs Outlook: Conclusion If you want a streamlined email experience, with a clean interface, then Gmail is the right choice for you. If you want a feature-rich email client that has a bit more of a learning curve, but has more options to make your email work for you, then Outlook is the way to go.
How do I connect Outlook to Salesforce?
0:070:44Save Emails and Attachments to Salesforce - Outlook - YouTubeYouTubeStart of suggested clipEnd of suggested clipAll you have to do to save an email is go to add to Salesforce in the reply window. Select whichMoreAll you have to do to save an email is go to add to Salesforce in the reply window. Select which contact or lead you want the record to be associated with.
How do I integrate email with Salesforce?
0:052:47Salesforce email integration - YouTubeYouTubeStart of suggested clipEnd of suggested clipI can link this email to a related Salesforce. Record like a contact account opportunity or even aMoreI can link this email to a related Salesforce. Record like a contact account opportunity or even a custom object.
Does Outlook integrate with Salesforce?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
G Suite Integration Guide
Increase productivity by syncing G Suite with Salesforce Essentials. Gone are the days of toggling back and forth between your email and CRM. You can automatically log your email and calendar activity into Salesforce, streamlining your team’s workflow and accelerating productivity.
Native Integrations
Thanks to our strategic partnership with Google, our two product teams have been working hard to build integrations that help you be more productive:
Third-Party Integrations
The following integration services work with Gmail and Salesforce. We haven’t vetted it, so please be careful when deploying it:
See how Salesforce can grow your business
Discover how Salesforce is committed to your success. Learn how we can help you find, win, and keep customers to grow.
Why is Salesforce so bad?
The #1 pain point for Salesforce users is email integration. Salesforce doesn’t provide good email syncing tools. Outlook for Lightning and Salesforce INBOX are seriously flawed. They involve a lot of administrative effort to install. They make users do a lot of manual work. And they cause Outlook to slow down and crash.
How long does it take to setup Salesforce?
Salesforce Plugins like Cirrus Insight and Linkpoint360 require the setup of each individual user and each setup takes up to 15 minutes from scheduling to completion. For businesses, with multiple Salesforce users, this is a huge time sink.
Is Match My Email in Office 365?
Match My Email, on the other hand, has released a new Office 365 version of its highly rated Salesforce email integration app. The new version enables a Salesforce Admin who is simultaneously an Office365 Global Admin to install users remotely, in background, in the cloud and activate them with two clicks. User setup and admin have never been easier. To de-activate a user is even easier – one click. All from a centralized admin control panel with an easy-to-use graphical user interface.
Is Match My Email a security app?
Match My Email’s Salesforce Office 365 Version is based on the latest security and authentication technology, Open Authentication or OAuth. The new version of the MME app connects to Office 365 and Salesforce using OAuth (the MME Gmail version also uses OAuth). That means the app is hack proof because its security infrastructure is based on ‘security strings’, not passwords and tokens. Oauth security strings have the further advantage that they are unaffected by password changes. A user can change his or her passwords as often as they like and the Match My Email app stays connected to 0365 and SFDC.
What is Salesforce Office 365?
With Salesforce Office 365 integration, you can host, monitor, and manage all of your content online, as per your business requirements.
Why is Salesforce Office 365 important?
Salesforce Office 365 integration helps to establish a strong relationship with all your customers without the use of predefined codes. The integration allows users to spend more time building relationships with customers instead of wasting time on manual tasks.
What does it mean to close a deal with Salesforce?
Being a Salesperson, you know that closing a deal means keeping everyone involved on the same page. The combination of Office and Salesforce will help you make sure your deals go smoothly by keeping your tools and people on the same page. The Salesforce and Office 365 integration lets you keep a complete record of all your communications. With Salesforce Office 365 integration, you can enjoy the following benefits:
How much does Salesforce cost?
Salesforce follows a subscription-based model and offers a variety of pricing options, ranging from $25 to about $300 per user every month.
What is Office 365?
Office 365 is a Cloud-Based Software-as-a-Service that allows you to collaborate with online versions of Microsoft Word, PowerPoint, Excel, and OneNote. It is a cost-effective way for organizations to facilitate Office Documentation, Content Management, File Sharing, Communication, and Collaboration tasks.
Can you integrate Salesforce with Office 365?
The article introduced you to Salesforce and Office 365. It also provided the importance and need of this integration. Furthermore, it provided a step-by-step guide that you can use to set up Salesforce Office 365 integration manually. Just like SharePoint, you can follow a similar workflow to integrate Salesforce with other Office 365 services via Microsoft Flow. However, working with Salesforce o365 integration can be a little tedious this way. If you want to automate your data flow between Salesforce and Office 365, you can further explore no-code automated integration solutions like Hevo Data.
Can you add Salesforce tasks to Microsoft To-Do list?
It allows you to add Salesforce tasks to the Microsoft To-Do list.
Where do Salesforce emails come from?
The emails your reps send through Salesforce come from their Gmail or Office 365 email addresses.
What is enhanced email in Salesforce?
With Enhanced Email, emails sent from Salesforce are saved as both EmailMessage records and task records. But only the EmailMessage record appears on the email detail page.
Does Salesforce have TLS?
If your reps send email through Gmail or Office 365, Transport Layer Security (TLS) is handled through the external email service and not through Salesforce settings.
Can Maria's sales reps connect to Salesforce?
Maria’s sales reps can now connect their Gmail accounts to Salesforce. But her reps need the standard user profile or the “Send Email through External Email Services” user permission. With either one, the next time her reps compose an email in Salesforce, a prompt appears. Then, her reps can start the setup process for connecting their email ...
Can sales reps manage email?
Her sales reps can manage their email configuration from My Email Settings within their personal settings.
Can Maria switch to Salesforce?
Turns out that Maria can flip a switch that lets her sales folks connect their Gmail accounts to Salesforce. Here’s how.
Can you use enhanced email in email to case?
Good-to-Knows for Enhanced Email. It comes enabled out of the box, unless you set up your company to use Email-to-Case. And if your company does use Email-to-Case, your reps can already use custom fields, workflows, and triggers with emails without enabling Enhanced Email.
