Unlike Delete, the Salesforce record remains in the Salesforce agreement list with a “Cancelled” status We work as a stand-alone solution or as a valued add-in to ConfigMgr.
Salesforce add in for outlook 2016 how to#
The Cancel option in the menu list cancels the transaction in Adobe Sign and Salesforce. Watch as we demonstrate how to patch the Salesforce for Outlook plugin, build. The Sign option is only available when it is your turn to sign the agreement.Ĭlicking Sign opens the agreement for you to review and apply your signature.Ĭlicking Remind in the menu list immediately sends a reminder to the current signer. Both Outlook and the icon in the system tray show that the add-in is active but will not display the side panel.
While Outlook already provides a powerful set of rules. Boost productivity on Microsoft Outlook by bringing the power of Salesforce Lightning in Outlook. The address of the email sender is automatically imported to the agreement template.Ĭonfigure and send the agreement as you normally would.Ĭlicking the Edit option in the menu list launches a new tab and opens the agreement in Salesforce. Auto-Mate is an add-in for Outlook that allows you to define rules to move mail from your Inbox (or other folders) based on custom rules.
As you might expect, the Send New Agreement button opens Salesforce in a new tab, and start a new agreement.