How do I enable Salesforce Sync with O365?

If you’re on our Enterprise plan and already use Salesforce, it's easy to incorporate Yesware to automatically store emails sent from Outlook. Unlike a basic BCC to CRM functionality, the Send to Salesforce functionality will store not only sent emails, but will also capture replies, open events and viewed attachments and presentations into Salesforce automatically.

To connect to Salesforce, open the Yesware sidebar and choose "Connect to Salesforce". From there, you'll be prompted to log into your Salesforce account. 

In order to sync emails sent from Outlook, you must have the Yesware sidebar open before sending the email you wish to sync into Salesforce.

If you are having trouble syncing over the account, please submit a request at help.yesware.com.

Have more questions? Submit a request

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