Ukuhlanganiswa kwe-Salesforce ne-Gmail

I-Salesforce, umholi ku-CRM, inikeza ukuhlanganiswa ne-Gmail. Lokhu kuhlanganiswa kunikeza amabhizinisi ithuluzi elinamandla lokuphatha ubudlelwano bamakhasimende. Ukuhlanganiswa kuyatholakala ngesiFulentshi, okwenza kube lula ukuthi amabhizinisi akhuluma isiFulentshi akusebenzise. Lezi zinsizakalo zombili zihlangene zisiza ukuthuthukisa ukukhiqiza nokusebenzisana.

Okokuqala, lokhu kuhlanganiswa kusiza ukuhlobanisa ama-imeyili namarekhodi e-Salesforce. Ngakho ungakwazi ukulandelela ukuxhumana namakhasimende akho kanye namathemba. Futhi, ungadala amarekhodi amasha khona kanye ku-Gmail. Imisebenzi nemicimbi ingavunyelaniswa phakathi kwe-Salesforce ne-Gmail.

Okwesibili, ungakwazi ukufinyelela ulwazi lwe-Salesforce ngaphandle kokushiya i-Gmail. Lokhu kukuvumela ukuthi ubuke imininingwane yoxhumana nabo, ama-akhawunti, amathuba, namanye amarekhodi ngokuchofoza okumbalwa nje. Ukwengeza, ungakwazi ukubuyekeza lolu lwazi ngokuqondile ku-Gmail.

Thuthukisa ukukhiqiza ngokuhlanganiswa kwe-Salesforce ne-Gmail

Ukuhlanganiswa kwe-Salesforce ne-Gmail kunikeza izinzuzo eziningi zokuthuthukisa ukukhiqiza. Isibonelo, amaqembu athengisayo angaphatha umkhondo wawo namathuba ngaphandle kokushintsha phakathi kwezinhlelo zokusebenza ezimbili. Ukwengeza, ama-reps angathumela ama-imeyili aqondene nawe esebenzisa izifanekiso ze-Salesforce, ukonga isikhathi nokuqinisekisa ukuxhumana okungaguquki.

Futhi, ukuhlanganiswa kwenza kube lula kumalungu eqembu ukuthi ahlanganyele. Izingxoxo ze-imeyili zingabiwa nozakwethu, kugcinwe wonke umuntu azi. Imisebenzi nemicimbi kungabuye kwabelwa amalungu eqembu ngokuqondile ku-Gmail.

Okokugcina, idatha ye-Salesforce iyafinyeleleka ku-Gmail, okuvumela amaqembu ukuthi enze izinqumo ezinolwazi. Ulwazi olusesikhathini samanje lwekhasimende kanye nelokulindelwe lufinyeleleka kalula, okwenza kube lula ukulandelela amathuba nokuhlonza izinto ezibalulekile.

Imithombo nezinsiza zokufunda kabanzi

Ukuze ufunde kabanzi mayelana nokuhlanganisa i-Salesforce ne-Gmail, bona izinsiza ezilandelayo:

  1. Isayithi elisemthethweni le-Salesforce: https://www.salesforce.com/fr/
  2. Imibhalo yokuhlanganisa ye-Salesforce ne-Gmail: https://help.salesforce.com/s/articleView?id=sf.gsuite_gmail_integration.htm&type=5
  3. Ibhulogi ye-Salesforce: https://www.salesforce.com/fr/blog/

Kafushane, ukuhlanganiswa kwe-Salesforce ne-Gmail kunikeza amabhizinisi ithuluzi elinamandla lokuphatha ubudlelwano bawo bamakhasimende. Lezi zinsizakalo zombili zihlangene zisiza ukuthuthukisa ukukhiqiza, ukusebenzisana kanye nokwenza izinqumo. Lokhu kuhlanganiswa kutholakala ngesiFulentshi, okwenza kube lula ukwamukelwa kwayo yizinkampani ezikhuluma isiFulentshi. Zizwe ukhululekile ukuhlola izinsiza ezishiwo ngenhla ukuze ufunde kabanzi mayelana nalesi sixazululo esisha.