Sfdc Email Integration For Mac

[Viola Mathenia]

Microsoft Outlook integration with salesforce application that you install, Syncs contacts, events, and tasks, attachments between Outlook and Salesforce and view Salesforce records related to the contacts and leads in your emails and events in Outlook.

Sfdc Email Integration For Mac

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Vault API requests sent from CRM are monitored and limited to avoid interrupting integrations. Multichannel functionalities relying on the integration between CRM and Vault, including Approved Email, CLM, and Engage, send API requests to Vault and should not hit Vault API limits.

The Vault Login Credential Management section manages the Vault credentials for integration with CRM. Users can connect to multiple Vault instances, with each line representing a single Vault instance from which the integration pulls Vault Document metadata into the Approved_Document_vod object in CRM.
Custom mapping is available by default if the integration is configured. Integration users can access the Field Mapping page for each Vault instance by selecting View Map under the Vault Login Credentials section of the Approved Email Administration page. The standard Approved Email fields and optional field mappings display for the Email Template and the Email Fragment.

Integration users can edit optional field mappings by selecting Edit Mapping on this page. A dropdown displays under the Vault API Name column in the Optional Approved Email Fields section that contains a list of available Vault API names. By default, the integration maps fields between CRM and Vault that have matching case insensitive API names (i.e. franchise__c and Franchise__c).

Selecting Do not map from the drop-down prevents the Vault field values from populating into CRM. This should be used when a mapping is no longer relevant to the integration but the fields are still accessible in Vault and CRM. After selecting the desired Vault API names to map to the CRM fields, users should select Save Mapping.

To more efficiently define Vault Endpoints and Where Clauses, integration users can manage the information on the Approved Email Admin page. Previously, this information was defined using Veeva M