They can also toggle the views very easily to showcase the video or the presentation at different points – and again, without having to stop the presentation itself. They can switch content without stopping and resharing a window by using the toolbar at the bottom. In addition to the enhanced presentation mode itself, the sales user has some really nice controls presented to them. You can see it in the screenshot below, and it looks pretty slick.
This is definitely a nice touch when you’re trying to sell something virtually. First, the audience gets to see the presenter side by side with the presentation itself. This is where Salesforce Meetings gets really interesting as even though you are using one of those three services, Salesforce Meetings is enhancing the presentation experience. From this tab, you can launch a virtual meeting that leverages Zoom, Google Meet, or Cisco Webex. Looks like it doesn’t present documents directly attached to the event record – but it’s tough to tell. Finally, you can see associated documents to the meeting that are stored within Salesforce Anywhere (Quip). You can also see details around the record associated with the event including the activity timeline which is very handy. If you’re using Einstein Activity Capture there are also insights about these attendees presented for the user.
Salesforce lightning for outlook mac update#
It has details about the attendees – and handy prompts to update contact/lead records or even create a Salesforce record if one doesn’t exist for an attendee. This Meeting Digest is meant to be the home base for the meeting and the sales user coordinating it. To start with, you launch your meetings from a new Meeting Digest tab within the event record. Surprisingly, this isn’t Salesforce trying to enter the meeting market, but rather they are taking the approach of enhancing the experience and helping sales users navigate these virtual meetings better.
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Part of this is the ever-expanding suite of cloud and products – with Spring 21 we’re up to 12 different Industry Clouds/offerings for example – which makes it impossible to cover everything in a series of blog posts. From the Salesforce side, very early in 2021 we’ll be getting the Spring 21 release and it’s a big one. It’s a low bar to cross so hopefully, 2021 can come through. As with almost everyone, I’m looking forward to 2020 being over with and letting 2021 have a chance at doing better.
With this template, every new Salesforce event will be automatically synced to your Office 365 calendar.I hope everyone out there had a Happy Holidays and even though this probably wasn’t a normal holiday for you, that you were able to enjoy it and have some time with your family. Sync Salesforce events with Office 365 Calendar Using this integration, you can easily sync your Salesforce events with your Office 365 calendar. If you are still having an issue with the icon loading in the System Tray, you may need to uninstall and re-install the Application. If nothing happens, try to restart your computer and see if the icon shows up. Outlook Add-in is Not Running Make sure the Salesforce for Outlook SFO icon is present in the system tray. Give your sales reps instructions to set up the integration in Microsoft Outlook.Īlso know, why is Salesforce for Outlook not working?.Let reps relate newly composed email messages to Salesforce records.Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync.Similarly, how do I connect Salesforce to Outlook? Set Up the Outlook Integration Locate the Salesforce Side Panel and select Show / Hide.Moreover, how do I get rid of the side panel in Salesforce?
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