From the course: Salesforce: Sales Automation for Salespeople

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How to use synced accounts

How to use synced accounts - Salesforce Tutorial

From the course: Salesforce: Sales Automation for Salespeople

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How to use synced accounts

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- [Instructor] Now that we have synced our emails and calendars from Salesforce to Gmail, let's take a look at how we can email directly from Salesforce. Right now I'm on the home screen, but I'm going to navigate to Contacts and I know I want to send an email to Marc. So I'm going to click on his information. And you'll see here there's a lot of information. He is the CEO of Salesforce, here's his email address. Now we can scroll down, there's quite a lot of information about him in this contact information area, but we're going to look at Activities and we're going to go to email. Now, the great thing is I can send an email right from this pane, so this is the email address that I synced, this is who I'm sending it to, I'm going to send a subject, Follow up from conference. And you can put your email in here. You might cut and paste a pre-written email. I'm just going to write a quick one. Here's the information we spoke…

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