We can also receive notification when the mail has reached to the customer and opened by them. Salesforce Intelligence analyzes every incoming email to track the task or opportunity we are dealing within Email Inbox.We can schedule a meeting by adding your availability for a meeting. The customer can book a meeting with one click.We can use Salesforce Email template which supports Text and HTML based email Template but doesn’t support Visualforce page Email Template while composing an email from Gmail or outlook.We can create tasks and log emails to Salesforce directly from the Inbox.We can create lead, Contact, Opportunity record in Salesforce without leaving Inbox.It will get connected to Salesforce data where the relevant data will show based on customer Interaction.
The relationship between CRM and Email:.This Salesforce inbox is supported with Gmail and Microsoft Exchange. This makes us easy to update pipeline and log sales activity. Salesforce IQ Inbox is used to combine email inbox and Salesforce data together in one place.
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