Outlook Integration for
Data Auto-Capture Forget about manually updating Salesforce with new events and contacts or saving emails, tasks or attachments. Data auto-capture automatically creates new or updates existing records for any object. Email Sidebar Boost Salesforce adoption by bringing it right to where users are already working: their inbox! Email sidebar shows the objects and fields you need, making it quick and easy to view and edit records or create new ones. Scheduling Save time and cut out the back and forth. Include clickable time slots in emails to propose meeting times or share your whole availability with a “Book me” link so prospects can choose the time that works best for them. Calendar Sync and Lightning Scheduler Adapter Keep your Salesforce calendar synchronized with the calendar you actually use in Outlook or Gmail. New events or changes to existing events in one calendar will appear immediately in the other. And with our adapter, prospects will always see your real availability in Lightning Scheduler from both Salesforce and Outlook calendar so you can forget about conflicting scheduling. Compare to: Lightning sync Salesforce Inbox Cirrus Insight Riva
Top keywords
- calendar5×2.72%
- salesforce5×2.72%
- events3×1.63%
- lightning3×1.63%
- time3×1.63%
- adapter2×1.09%
- auto-capture2×1.09%
- availability2×1.09%
- data2×1.09%
- data auto-capture2×1.09%
- email2×1.09%
- email sidebar2×1.09%
Trivacy - Personal Data Manager for GDPR, CCPA and more
Personally Identifiable Information (PII) can be stored in many different places in Salesforce; in Contact and Individual records, Attachments (e.g., a passport scan), Email Messages, Tasks (e.g., notes on a medical condition), Chatter (discussing that call with a colleague) and many more. Trivacy brings together an individual's personal data across a Salesforce organization in a single page using configurable object linkages. You can review, edit, export, obfuscate, anonymize or delete data across linked records in a few clicks. All Salesforce field types are supported, including (rich) text, binary, email, ip address, url, geolocation and dates. Tracked changes for these fields, such as field history (archive) and Chatter tracked changes are also dealt with. Trivacy comes pre-configured with a full personal data inventory for the standard Salesforce data model, covering 150 fields over 25 objects. Additional settings can be added for standard and custom fields and objects. Trivacy can also anonymize, mask or delete personal data in sandboxes in bulk, so your in-house or external developers can work in full or partial Salesforce sandboxes, without exposing personal data.
Top keywords
- data6×3.35%
- salesforce5×2.79%
- personal4×2.23%
- personal data4×2.23%
- fields3×1.68%
- trivacy3×1.68%
- anonymize2×1.12%
- changes2×
