How to get Salesforce Contacts into your iPhone with Lightning Sync

I have had numerous people ask me how to access their Salesforce Contacts on there iPhone. This post will show you how. If you are using a Microsoft Exchange or Office 365 for your email then it will be really easy. If you’re using Gmail, then it will take a few more steps. First you need to go to Settings –> Then Accounts and ensure you […]

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[Video Tutorial] Salesforce Summer ’17 – Lightning for Gmail & Lightning Sync for GSuite Demo

Lightning for Gmail Installation Link: https://chrome.google.com/webstore/detail/salesforce-lightning-for/jjghhkepijgakdammjldcbnjehfkfmha?hl=en-US Summer ’17 Pre-Release Org Signup: https://www.salesforce.com/form/signup/prerelease-summer-17.jsp Summer ’17 Release Notes: https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_sales_features_google_integration.htm?edition=&impact= Lightning for Gmail Documentation: https://help.salesforce.com/articleView?id=lightning_for_gmail_setup.htm&language=en_US&type=0

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Navigating Emails Options for Salesforce

Check out the Detailed Spreadsheet of Options! Email is a critical channel of communication. Whether you are attempting to make contact with a prospect for the first time or sending information to a customer to resolve a service ticket – email is a communication method at the heart of your business.  Because so much communication occurs over email, it’s imperative to log business-related emails inside of […]

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