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  3. Salesforce/Outlook Integration

Salesforce/Outlook Integration

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  • Search Salesforce from Outlook
  • Add emails in Outlook to Salesforce
  • View Activities & Opportunities related to a Salesforce record in Outlook
  • Add Activities & Opportunities to Salesforce in Outlook
  • Open a record in Salesforce from Outlook
  • Create Contacts & Leads in Salesforce from Outlook
  • Re-enable Outlook Add-in

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