How it works
- Link Google Account
- Each user is able to manually connect their Google Account by hitting the below button and following the instructions, however this is usually done for them by the opps team.
- Users can test the link by hitting the Test Account Link option.
- Link Outlook Account
- Each user is able to manually connect their Outlook Account by hitting the below button and following the instructions however this is usually done for them by the opps team.
- You always need to add a tenant ID to link Outlook
- You would then enable service account access.
- Grant SFDC Account Access
- Each user is able to manually connect their SFDC Account by hitting the below button and following the instructions however this is usually done for them by the opps team.
- Users also have the option to enter a custom SFDC domain. (If they are adding their own account rather than it being added by opps.
- Users can test the link by hitting the Test Account Link option.
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