Need help with Salesforce integration or customization? Check out OnPath. We're Canadian Eh! http://www.onpath.com/salesforce-optimization-services
If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems.
Salesforce for Outlook, a Microsoft® Outlook® Salesforce integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails and events to multiple Salesforce
contacts, and view Salesforce records related to the contacts and leads in your emails and events - all directly in Outlook.
Depending on your organization, you may be able to customize what you sync and the sync directions between your Outlook and Salesforce integration. Your administrator determines the level at which you can customize these settings in Salesforce.
In this guide, you’ll learn about the most essential details to get up and running with Salesforce integration for Outlook.
In most cases, organizations set up Salesforce integration for Outlook to sync contacts, events, and tasks both ways between Outlook and Salesforce. This keeps your data synced automatically. Your organization, however, may differ with what you can sync and the direction you sync. For example, your organization may sync only contacts and events from Salesforce to Outlook.
If your organization is set up to add email and share activities, you’ll select only the emails you want to add to the Salesforce records of your choice. Specifically, you can add an email to multiple contacts, and to one other record with which you can associate tasks, such as an account, a case, or an opportunity.
Need help with Salesforce integration or customization? Check out OnPath. We're Canadian Eh! http://www.onpath.com/salesforce-optimization-services
Need help with Salesforce integration or customization? Check out OnPath. We're Canadian Eh! http://www.onpath.com/salesforce-optimization-services
If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems.
Salesforce for Outlook, a Microsoft® Outlook® Salesforce integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails and events to multiple Salesforce
contacts, and view Salesforce records related to the contacts and leads in your emails and events - all directly in Outlook.
Depending on your organization, you may be able to customize what you sync and the sync directions between your Outlook and Salesforce integration. Your administrator determines the level at which you can customize these settings in Salesforce.
In this guide, you’ll learn about the most essential details to get up and running with Salesforce integration for Outlook.
In most cases, organizations set up Salesforce integration for Outlook to sync contacts, events, and tasks both ways between Outlook and Salesforce. This keeps your data synced automatically. Your organization, however, may differ with what you can sync and the direction you sync. For example, your organization may sync only contacts and events from Salesforce to Outlook.
If your organization is set up to add email and share activities, you’ll select only the emails you want to add to the Salesforce records of your choice. Specifically, you can add an email to multiple contacts, and to one other record with which you can associate tasks, such as an account, a case, or an opportunity.
Need help with Salesforce integration or customization? Check out OnPath. We're Canadian Eh! http://www.onpath.com/salesforce-optimization-services
Teamwork is truly intended to be the everyman’s project management software. Coppinger and Mackey have stated unequivocally:
We want the software to be so easy-to-use, our own computer-shy mothers could use it.
Teamwork Projects gather a fresh and smart design, mostly because the dashboard tabs are clear and easy to understand. Teamwork has always aimed for simplicity. In fact, the company’s official motto is “Project Management Made Easy.”
We have created a new Crash Course document to guide you through using your GraphicMail account. With this document we explain every step you need to take to get your account setup so you can start sending out your emails as quickly as possible.
The Ultimate LinkedIn Lead Generation GuideJozsef Kiss
The Ultimate LinkedIn Lead Generation Guide
Want to generate B2B leads but don't know how to quite get going?
This is the formula that we use at Somebody 2 Hire for our clients. It works.
Email performs better than social media. We said it. Sixty percent of people prefer receiving promotional emails, while only 20% want to see ads on social media. In addition, emails are more effective at selling—6.05% of email recipients end up buying compared to social media’s 1.9%.
The problem with email marketing is that it can be challenging for small business owners because it involves so many moving parts. Growing a list, creating multiple email sequences, and figuring out the right language to use in your emails all take time, effort, and money.
Adjusting how you use LinkedIn changes the way prospects react the “LinkedIn for business,” is the next episode of the Social Media Marketing marketing empire.
Teamwork is truly intended to be the everyman’s project management software. Coppinger and Mackey have stated unequivocally:
We want the software to be so easy-to-use, our own computer-shy mothers could use it.
Teamwork Projects gather a fresh and smart design, mostly because the dashboard tabs are clear and easy to understand. Teamwork has always aimed for simplicity. In fact, the company’s official motto is “Project Management Made Easy.”
We have created a new Crash Course document to guide you through using your GraphicMail account. With this document we explain every step you need to take to get your account setup so you can start sending out your emails as quickly as possible.
The Ultimate LinkedIn Lead Generation GuideJozsef Kiss
The Ultimate LinkedIn Lead Generation Guide
Want to generate B2B leads but don't know how to quite get going?
This is the formula that we use at Somebody 2 Hire for our clients. It works.
Email performs better than social media. We said it. Sixty percent of people prefer receiving promotional emails, while only 20% want to see ads on social media. In addition, emails are more effective at selling—6.05% of email recipients end up buying compared to social media’s 1.9%.
The problem with email marketing is that it can be challenging for small business owners because it involves so many moving parts. Growing a list, creating multiple email sequences, and figuring out the right language to use in your emails all take time, effort, and money.
Adjusting how you use LinkedIn changes the way prospects react the “LinkedIn for business,” is the next episode of the Social Media Marketing marketing empire.
A Powerful Linkedin Training Guide - Invest In YourselfAaron Emerson
Learn how to transform your LinkedIn profile into more customers or a better job with powerful networking tips.
Prevail PR
2220 Exposition Dr., San Luis Obispo, CA 93401
(805) 456-8636
http://prevailpr.com/
1. This is not a legal advice and any claim or liability is rejected.
Processing of resumes and be compliant with GDPR
Many organizations are acquiring new employees through Linkedin, job sites or simply through an
advertisement in trade magazine or newspaper.
The scenario
You email your Resume to the organization and then you wait until a response comes. How can you
easily automate the further process with Office 365 and Flow? Mailing a resume poses major
problems in the context of the GDPR. Indeed, there is the right of the applicant that the resume is
removed after 4 weeks unless the applicant authorizes that the resume can be saved for a possible
different function, here is a time limit of 1 year. The resume can no longer be included in the mailbox
or attached to a calendar appointment in Outlook!
If the applicant has indicated that the resume can be saved for another year but decide after 4
months to do a request that it should be removed right away, then you must comply with this. The
applicant also has the right to know who has had access to his or her resume.
This is an example of how you can fix this with Office 365:
The first step is the creation of a document library in SharePoint. Do not do this on OneDrive It is
connected to a person. The fictitious company is called, Peoplecentric and the SharePoint
environment is softlake.sharepoint.com
Create a folder with the name CV or resume, here are the
resumes stored in. Open this folder and assign the user rights
to the right employees. At preference “Can View"
This can be e.g. the employees of HR department. Do not add the employee (s) who will perform the
interview.
2. This is not a legal advice and any claim or liability is rejected.
You can then assign alerts:
The next step is to create a shared mailbox. The applicant must send the resume to a shared Inbox
and not to a personal Email. In This example I have created the shared mailbox CV@peoplecentric.nl
Adjust the "Automatic Replies" To allow the sender to receive an automatic response.
It can take about 5 to 10 minutes before the mailbox Active.
3. This is not a legal advice and any claim or liability is rejected.
We are now going to create the Flow so the resume email attachment is automatically saved in the
folder CV on the SharePoint.
Open the website Https://flow.microsoft.com and login with your Office 365 account. If this is not
possible, you must ask the administrator whether Flow can be enabled for you.
Click + Create From Blank
Click on Create From Blank
Give the Flow a name, e.g. CVFLOW
Click Office 365 Outlook
Chose the option “When a new email arrives in a shared
mailbox”
Mailbox Adress = cv@peoplecentric.nl
Has Attachments = Yes
Include Attachments =Yes
Click on + New Step
4. This is not a legal advice and any claim or liability is rejected.
Click on Add an action
Type "Create File" in the
searchbox”
Click On "SharePoint –
Create FIle"
Click the Dropdown Arrow
At * Site Address en Select
your SharePoint
environment. In This
example
Softlake.sharepoint.com
5. This is not a legal advice and any claim or liability is rejected.
Select at * Folder Path
"Shared Documents”
And then choose Resume.
That is the folder that was
previously created
In *File name, select the
field "Name"
Type in *File content in the
Content Search window and
click then See more
6. This is not a legal advice and any claim or liability is rejected.
Select Content
You can now add some extra items
such as email address sender and
receive date and time
You can then add a lot of actions. In this
example we keep simple and we save the
Flow
Click on Save Flow
7. This is not a legal advice and any claim or liability is rejected.
Click Update Flow.
Then wait a few minutes and create an email. Send an email from your Live.nl, Gmail or Apple mail to
CV@Peoplecentric.nl (Do not use this address but your own shared mailbox alias) With an
attachment.
Open your SharePoint folder and after 2 – 3 minutes the Resume pops-up
You can now also
create a Flow of what
is to be done next.
The applicant has now automatically received an email
We are going to share the resume of the candidate with the interviewer. We don’t add the resume to
the email or appointment, but we share it with a link.
Open a new appointment in the Outlook calendar and invite the interviewer. Make the appointment
"private" and add the link to the Resume Add
8. This is not a legal advice and any claim or liability is rejected.
Click on the CV folder and select the appropriate document.
9. This is not a legal advice and any claim or liability is rejected.
Select Share Link, the resume will remain on the SharePoint, and the link will be added to the
appointment.
Change the access rights to recipients “can view”
You can further automate the solution by using a few more Flows.