Secure Outlook / Gmail / O365 Integration for Financial Services Cloud - Revenue Grid - AppExchange
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Secure Outlook / Gmail / O365 Integration for Financial Services Cloud

By Revenue Grid
Secure Outlook / Gmail / O365 Integration for Financial Services Cloud
Secure email and calendar integration for Financial Services
Learn what makes Revenue Inbox different from Salesforce Inbox and Einstein Activity Capture
Capture 100% of customer-related data to any standard or custom object automatically
View and edit complete Salesforce data directly from your Inbox
Make scheduling easy and avoid conflicting appointments with Lightning Scheduler Adapter
Get everything you need to boost your inbox productivity
Whatever your goal is, adapt Revenue Inbox to the way you work

Free

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CATEGORIES

Email & Calendar Sync

Industry

Financial Services
Auto-capture data from Outlook to Financial Cloud and Sales Cloud securely

✔ Sync Outlook/Gmail emails and events with Financial Services Cloud##✔ View contextual SF data in email sidebar##✔ Auto-create and sync to any standard or custom object##✔ Highly secure, highly customizable##✔ On-prem, private cloud, single-tenant

Free