Salesforce and Outlook – what are my options?

With so many options available, how do you make a decision on the right way to connect Outlook and Salesforce.  Here’s some tips to help you in that process.

We’ll start with functionality that doesn’t require additional licensing:

  • Email to Salesforce  allows any outbound email from any email client to send a copy to Salesforce:
    • Each SF user has their own unique address that they cc in the outbound email
    • Salesforce consumes the email and applies filters based on each SF user’s configuration setting
    • Email only, email technology agnostic
    • Provides a solution to tablet users, utilising a tablet email client as this is simply another email address they are copying on outbound emails
    • Often used in conjunction with one of the methods below

If you want to purchase additional licensing, consider Salesforce Inbox, we’ll cover that in a different blog.

RIO Inventory for Salesforce now has Kit functionality

You asked for it and we’ve delivered!  RIO Inventory for Salesforce v4.1 has been released with Kit/Combo capabilities.  You can create Kits of a Combo or Assembled type, so whether you’re selling drum kits or baking cookies we have the solution for you.

This feature will allow you to create, assemble and return products to a Kit from Inventory on hand.  As expected it works with standard Salesforce Products so you can continue to use all the existing features with minimal changes.

To view more on the new Kits feature, check out our release notes in the RIO Inventory documentation here.

Want some help setting it up?  No problem, just contact us at support@wdcigroup.net and we’ll assist.