[Te-webmaster] Learn How to Save Emails & Attachments to Salesforce with a Click

Cloud Update insight at cirruspath.com
Thu Sep 26 13:17:21 CDT 2013


Learn How to Instantly View Contextual Salesforce Information in Gmail
Using Cirrus Insight

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Save Emails & Attachments into Salesforce with a Click
http://www2.cirrusinsight.com/e/22602/how-to/h18t/41539291

http://www2.cirrusinsight.com/e/22602/features/k2n7/41539291

Have an important email conversation with a customer? Now you can save
emails from Gmail into Salesforce with a click. Automatically relate
emails to contact and account records using the Quick Add button. Or use
the Add to Salesforce button to specify exactly how you want the email to
relate in Salesforce, even relating emails to custom fields and objects.
You can even save attachments along with your emails including Google
Drive Docs.

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