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?

Visit Salesforce Help

Give Us Feedback

Secure Outlook / Gmail / O365 Integration for Financial Services Cloud

Outlook to Financial Cloud and Sales Cloud securely - Activity Capture 360

Compatibility

Required Salesforce Products This solution requires these products in order to work. Before you implement the solution, check that you have these products.: Sales Cloud
Service Cloud
Marketing Cloud Engagement
Revenue Cloud

Compatible Salesforce Products This solution is tested to work with and extends the value of these products, but doesn't require them.: Financial Services Cloud
Health Cloud
Government Cloud

Salesforce Editions: Professional
Enterprise
Unlimited
Force.com
Developer

Supported Languages: English

Additional Requirements

WinXP SP1 or higher Microsoft Outlook 2003 XP1 or higher Microsoft Social Connector 512Mb RAM, HDD usage depends on filter settings 56Kbps internet connection