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    3. Salesforce
    4. ERM/CRM

    ERM/CRM

    SALESFORCE

    Articles (2)

    How to Install and Configure Salesforce Lightning for Outlook

    Directions on how to Install and Configure Salesforce Lighting for Outlook. This will give the ability for Salesforce and Outlook users to attach inbound and outbound email messages to Salesforce records.

    Sending a Case from Salesforce to TDX

    Steps for transferring a Salesforce case to TDX
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