OUTLOOK INTEGRATION

Question 1

What is the benefiting of OUTLOOK integration?

Answer 1

Increase sales rep productivity by eliminating double entry

Accessing both outlook and SF records in one place

Question 2

What are the issues with double entry of using both SF and outlook?

Answer 2

Context is lost
Greater chance for data entry error
Compromised data quality

Question 3

What are the TWO Outlook Integration Features?

Answer 3

Access Salesforce features in Outlook

See and relate relevant Salesforce content in Outlook

Question 4

What accessible Salesforce features are in Outlook?

Answer 4

Create Salesforce records (ex., such as leads, opportunities, accounts, ..)

Relate email messages and nonrecurring calendar events to multiple Salesforce contacts .

Search for Salesforce records.

Question 5

What relevant Salesforce content in Outlook that you can see and relate?

Answer 5

Reps add email that’s relevant to the sales cycle

You help boost Salesforce adoption among your sales team.

Question 6

What are the Einstein Activity Capture Features?

Answer 6

Sync contacts and events

See emails and events on related Salesforce records

Get critical sales context alongside relevant emails

Question 7

What servers are required to use Einstein Activity Capture ?

Answer 7

Google G suite account

Microsoft Exchange

Question 8

Einstein Activity Capture is NOT available

Answer 8

in all SF edition org

Question 9

What is Einstein Activity Capture ?

Answer 9

A productivity tool that keep data between SF and your email and calendar up to date.

Question 10

What are the three types of data that EINSTEIN focuses on?

Answer 10

EMAILS
EVENTS
CONTACTS

Question 11

How do you give access to Einstein for those who do not have access?

Answer 11

Standard Einstein permission set

Question 12

What are the requirements for integrating outlook integrating with Einstein ?

Answer 12

Specific SF org

Email server

User licenses

Email clients

Data Storage

Browser

Question 13

After you enable this Outlook integration feature, users need to get the __________app from Microsoft AppSource or by file download.

Answer 13

Salesforce

Question 14

Why should you make sure “Use Enable Enhanced Email with Outlook is on”?

Answer 14

to log emails as standard message objects

Question 15

By Activating “Email to Salesforce” this setting lets

Answer 15

reps add (or log) Outlook emails and their attachments to Salesforce records as Salesforce emails

Question 16

Attachments for ________ aren’t logged.

Answer 16

events

Question 17

When using Einstein Activity Capture, email and event capture automatically adds ___________ and events to the activity timeline of related Salesforce records.

Answer 17

Outlook emails

Question 18

After setting up the integration with Outlook you can __________ the Outlook Integration pane

Answer 18

customize

Question 19

How do you customize Outlook Integration pane?

Answer 19

Under Lightning App Builder , thru the Email Application Pane

Question 20

Where do you find the Email Application Pane?

Answer 20

Under Lightning App Builder

Question 21

Once you add components Email Application Pane section, you can assign the panes to ________.

Answer 21

users

Question 22

Where can you assign an email application pane to profiles?

Answer 22

You will be prompted to assign once you select “ACTIVATION” in the top right corner.

Question 23

Create lightning email template and then add template _________ to a customized App builder email APP pane

Answer 23

components

Question 24

Email templates are automatically _________ but can be made public

Answer 24

private

Question 25

All users have their own private _____________ and can access templates in a public folder

Answer 25

template

Question 26

What must you do if you want to use Einstein instead of Lightning Sync

Answer 26

Turn off Lightning Sync

Question 27

Where can you turn OFF Lightning Sync

Answer 27

Under Outlook integration

Question 28

What is the first step in Setting Up Einstein Activity Capture?

Answer 28

Give users access to Einstein Activity Capture through a permission set.

Question 29

After giving users permissions to Einstein Activity Capture where should you go to enable this feature?

Answer 29

Setup>
QF “Einstein Activity Capture”>
Settings>

The guided setup flow guides you through the following steps.

Question 30

If you use only Einstein Activity Standard, turn on _________insights.

Answer 30

email

Question 31

If you use Einstein Activity Capture through an add-on license, _____ insights is turned on by default

Answer 31

email

Question 32

What can sales rep do with INBOX feature tool?

Answer 32

Insert their availability slots from their calendar directly in their email message

See when customers open the email and whether they clicked any links inserted

Create shortcuts for the phrases they use most and easily add them to the body of their email message

Draft an email message and send it when the customer is most likely online.

Question 33

What is required to use the INBOX feature

Answer 33

org with an Inbox license

Question 34

Where can you enable INBOX features?

Answer 34

SETUP>

Outlook Integration and Sync>

Let users access Salesforce records from Outlook>

Inbox in the Outlook Integration>

Edit >

Make Inbox Available to Users

Question 35

In the Salesforce Inbox page, select ______________Sets in the Who Can Use Inbox section.

Answer 35

Assign Permission