Microsoft Outlook + Salesforce Essentials
Send an email in Microsoft Outlook when a record field is updated in Salesforce Essentials
Streamline your update process with this efficient workflow. Whenever a field on a record is updated in Salesforce Essentials, an email is immediately sent from your Microsoft Outlook. This seamless integration maintains prompt communication and ensures quick response times, thereby enhancing efficiency and customer satisfaction.
Streamline your update process with this efficient workflow. Whenever a field on a record is updated in Salesforce Essentials, an email is immediately sent from your Microsoft Outlook. This seamless integration maintains prompt communication and ensures quick response times, thereby enhancing efficiency and customer satisfaction.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Deal, To-do, etc.).
- automatically do this!Send Email
Send an email from your Outlook account.
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