AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

iTools vCard Creator

One click add to Outlook

Overview

  • Support for Contacts, Leads, Accounts, and Users provided.

  • Add custom field information and a Salesforce.com link to the contact notes.

  • Must install iTools Configuration Manager prior to iTools vCard Creator. See configuration guide for details.

iTools vCard lets you easily create an e-business card from a Salesforce Contact, Lead, Account, or User with a single click. Using the standard vCard format, these e-business cards can be seamlessly added to your individual personal information management system, including Microsoft Outlook, Lotus Notes and any other PIM that accepts vCard format. Simply add the iTool custom button (Contact, Lead or Account) or custom link (User) to the object detail page and you're ready to go. In addition to the standard vCard supported contact information fields, administrators can configure the iTool to include other important data in the vCard Note attribute like standard and custom field information, object description fields, and even a link back to the object's detail page in Salesforce.

Categories

Business Needs
Productivity
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package