Microsoft Outlook + Salesforce
Send emails in Microsoft Outlook for updated records in Salesforce
Stay informed on your Salesforce record updates with this efficient workflow that connects to Microsoft Outlook for seamless email notifications. When a record is updated in Salesforce, an email is sent through Outlook, ensuring you and your team are always aware of any changes. Improve communication and productivity with this streamlined process that keeps everyone in the loop.
Stay informed on your Salesforce record updates with this efficient workflow that connects to Microsoft Outlook for seamless email notifications. When a record is updated in Salesforce, an email is sent through Outlook, ensuring you and your team are always aware of any changes. Improve communication and productivity with this streamlined process that keeps everyone in the loop.
- When this happens...Send Email
Send an email from your Outlook account.
- automatically do this!Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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