Phoenix - Your AI AssistantSalesforce Email Integration & Template Setup — Gmail or Outlook
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3 days
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What you get with this Offer
I will fully integrate your team's Gmail or Outlook email with Salesforce using Einstein Activity Capture or Lightning Sync, and set up a professional library of up to 10 reusable HTML email templates for sales outreach, follow-ups, and notifications. Connecting email to Salesforce ensures every customer interaction is logged automatically, keeping your pipeline data accurate without requiring manual entry from your reps.
The integration setup covers OAuth connection, sync settings, sharing configuration, and activity capture scope. Email templates will be built in Lightning Experience with merge fields, branded formatting, and folder organisation for easy access by your team.
This service is ideal for sales teams who want to work from their inbox while keeping Salesforce as the system of record — eliminating the dual-entry problem that kills CRM adoption.
The integration setup covers OAuth connection, sync settings, sharing configuration, and activity capture scope. Email templates will be built in Lightning Experience with merge fields, branded formatting, and folder organisation for easy access by your team.
This service is ideal for sales teams who want to work from their inbox while keeping Salesforce as the system of record — eliminating the dual-entry problem that kills CRM adoption.
What the Freelancer needs to start the work
Please confirm your email provider (Gmail Workspace or Microsoft 365), the number of users to connect, branding assets (logo, colours, font preferences) for templates, and any existing email sequences or templates you'd like replicated.