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Mac users who love Outlook select Match My Email,the most advanced email integration app for Salesforce. Match My Email is a setup and forget. Match My Email is a setup and forget. Once installed, it works in the background automatically syncing emails to Salesforce records. Magento QuickBooks Integration addon can help you synchronize product and customer information between your online store and your accounting package, thus ensuring that order data is correctly assigned to the proper accounts. What Magento QuickBooks Integration can do for you.
Follow Us. In order to drag emails or any other object from Outlook to any browser based web application, you must save the files first to your desktop before dragging them to your web application, then delete the file from your system. This must be a hassle. Not anymore with!
Outlook2Web lets you drag attachments a from Outlook to any website that supports HTML5 drag and drop. Also, you can drag email (.msg files) from Outlook directly into web applications. Other features include:. Copy any attachments in Outlook and paste it into HTML5 websites (those websites that support Copy and Paste of attachments). Select a bunch of attachments, drag them all from Outlook to the web application in one go. Works in browsers Internet Explorer, Chrome, Firefox and Edge.
Works in Outlook versions 2010, 2013 and 2016. Works on OS Windows XP to Windows 10, though does not work on Mac computers. Outlook2Web works with Basecamp, Dropbox, Google docs, Gmail, One Drive, Zoho, Evernote, Atlassian, and others & now with support for Salesforce. With Outlook2Web and Cazoomi, you can now drag files directly from Outlook to any object or custom object in Salesforce. Get the Cazoomi Drag & Drop for Salesforce today!
Quickly add case logs, contracts, legal docs, marketing collateral and more against any standard or custom object via Drag and Drop. Get OutLook2Web today!
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RingCentral for Salesforce App - Troubleshooting Guide for Administrators 1. RingCentral for Salesforce is not visible for some profiles, does it require any special permission? RingCentral for Salesforce does not require any special permissions and it should work for all out-of-the-box profiles. First, ensure that the relevant Users have been added to the Call Center as described in section. It is also possible that there is a custom component in the sidebar layout and the JavaScript in those components is interfering with RingCentral for Salesforce.
To resolve this issue, temporarily remove all customizations that have been applied to the sidebar component. Once you see RingCentral for Salesforce rendered properly, add your custom components back one by one so you can pinpoint which bit is creating the issue. Once you find the component causing the problem, contact the developer of that component to fix the issue.
Why can't users see a new tab or window opening during incoming calls? Please ensure that the pop-up is not blocked by browser settings or by some other pop-up blocker software installed on your desktop. How can I disable this feature? You can do this by removing the Users from RingCentral for Salesforce Call Center profile. What browsers are supported by the app? The following browsers are supported by the App:.
Internet Explorer 11 + (Windows 7, 8 or higher). IE Edge 38+ (Windows 7, 8 or higher). Firefox 52+ (Windows, Mac).
Chrome 56+ (Windows, Mac) 5. Upon logging in to RingCentral for Salesforce, Users are getting the error message, 'Your RingCentral edition does not support Salesforce Integration - please call your RingCentral account representative to upgrade your RingCentral edition.' What does it mean?
Not all RingCentral editions have the ability to use this feature of Salesforce integration. You may have to upgrade your account to be able to use this feature. Please to get more information. Some of the Users are getting the message, 'Insufficient Privileges.'
How can this be fixed? These Users require access to the RingCentral Visualforce page in their profile. To enable this access, go to the User’s profile. You will find a section called Visualforce Page Access. Ensure that the page RingCentralOpenCTIIndex is included in this profile. Click to Dial is not working for some or all of the Users.
How do I fix it? First, go to App Setup Call Center Customize Call Centers and verify that the CTI Adapter URL is pointing at: /apex/RingCentralOpenCTIIndex#/ If it is not pointing to the URL above, then change it to that URL and see if that fixes the issue. If the issue persists, ensure the Users do not have other apps that are handling click-to-dial calls, like InsideSalesPowerDialer.