An administrator needs to enable sales representatives to log emails directly from Microsoft Outlook to Salesforce records and use standardized email templates containing record merge fields. Which TWO configurations should the administrator perform to satisfy these requirements? (Select 2 options)
- Enable the Outlook Integration in Salesforce Setup to allow users to view and log emails to Salesforce records directly from Microsoft Outlook.Cevap
- BCreate separate user profiles for each sales representative to grant access to the Outlook integration side panel.
- Create Lightning Email Templates and place them in public or shared template folders for sales reps to access.Cevap
- DEnable Shared Activities to automatically grant user-level read/write permissions to email template folders.
- EFreeze the user accounts of all sales reps to force the integration side panel to update template permissions automatically.
Cevap
The administrator must enable the Outlook Integration in Salesforce Setup and create Lightning Email Templates in shared folders accessible to the sales team.
Enabling the Outlook Integration feature provides the user interface link between Outlook and Salesforce, allowing users to log messages and view related records. Storing Lightning Email Templates in shared folders ensures users have the necessary permissions to select and send standardized template messages.
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Salesforce Outlook Integration and Email Template Folder Management