Salesforce

Event / Salesforce

Italian Trailblazer Society

The newly formed Italian Trailblazer Society kicks off with its inaugural in-person event on May 25 at the Salesforce offices in Milan. Aimed at uniting and empowering local professionals, it's a great opportunity to network within the ecosystem.Andreas Rosen will hold a presentation on the topic "Unlock the Magic: Microsoft and SharePoint Directly in Salesforce"A concrete presentation on how to bring collaboration, document management and Microsoft processes directly into the Salesforce experience.      For further opportunities to connect with local Trailblazers, here is how you can get involved and what's on the horizon in Milan:Italian Trailblazer Society Event: Network…

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2026-05-18
Agentforce World Tour Frankfurt
Event / Salesforce

Agentforce World Tour Frankfurt

Visit Us at the Agentforce World Tour on May 20, 2026The Agentforce World Tour will take place on Wednesday, May 20, 2026, at Messe Frankfurt (Hall 3), open from 08:00 to 18:00. It offers the opportunity to explore showcases, product demos, and a wealth of information surrounding Salesforce and the Agentic Enterprise.Join us as the latest innovations from Salesforce are unveiled.

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2026-05-18
Organize Teams Meetings from inside Salesforce
Microsoft / Q!365 / Salesforce

Organize Teams Meetings from inside Salesforce

The Missing Link: Teams Meetings links in SalesforceIn 2020, a Salesforce user shared their thoughts on the IdeaExchange forum. The idea itself was about creating a link to a Teams meeting as a meeting is made within the inbox app:As of April 2026, you'll still face the same problem. Creating an appointment with Salesforce is simple enough, but chances are you'll end up on Outlook and manually edit the meeting. Even Salesforce Scheduler, which creates meetings automatically, runs into the same issue.So, today, we'll look into how to fix this old annoyance and automate the process efficiently and quickly.Using Salesforce…

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2026-04-16
Can Teams open Salesforce when accepting incoming calls?
Microsoft / Q!365 / Salesforce

Can Teams open Salesforce when accepting incoming calls?

Yes it can, but ...When working with Salesforce as CRM, the wish for an easy way to get information on incoming calls comes easy. Looking for information in Salesforce while in a Teams call distracts from the call itself and costs time and mental bandwidth.Of course, there are some expansive and, oftentimes, expensive solutions trying to circumvent this issue, but wouldn't a simple and affordable solution be a better choice?Simple and CleanWhen receiving a call, the phone number will be displayed on Teams - accepting the call will start a search in Salesforce to find the relevant contact and open…

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2026-02-16
Q!365 – Teams Availability and Click to Dial within Salesforce
Microsoft / Q!365 / Salesforce

Q!365 – Teams Availability and Click to Dial within Salesforce

Bring Teams Closer into Your CRMIf you've been following our blogs, you already know of Q!365's compatibility creation of Teams Meetings. This includes Embedded Teams Chat  as well as managing MS Teams Shared Channels from within Salesforce. Today, we'd like to present a new component that focuses on viewing availability and the ability to connect with contacts and leads. Everything from within Salesforce itself as solution that works on both your desktop Teams client as well as the Teams mobile app.All relevant info can now be displayed and easily accessed, allowing for a fast and easy way for communication within your…

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2026-01-26
Can I view my Opportunity and Account Team at a glance?
OnTime / Salesforce

Can I view my Opportunity and Account Team at a glance?

What's The Team On This Opportunity Up To?Salesforce offers powerful tools for opportunity management. However, as soon as multiple people are working on the same opportunity, a central overview of what these individuals are doing and their availability is often lacking. Teams frequently need to react quickly, coordinate customer appointments, or make internal decisions. However, Salesforce doesn't show whether the relevant colleagues have time for this.For example, an opportunity becomes relevant, and the customer wants a meeting this week. You open the opportunity and realize: there's no easy way to see who in the account team is available, who is…

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2026-01-26
Insight: What Customers Automate with Q!365
Microsoft / Q!365 / Salesforce

Insight: What Customers Automate with Q!365

Your Wish Is Our GoalQ!365 offers a variety of possibilities to automate a number of processes. Whether it's ones you might have already read about in other blogs, or experienced yourself. Our customers use automation in a variety of ways, some of which we would like to tell you about today.Thanks to the Graph API we can use the entire Microsoft environment. Whatever needs our customers may have that can be solved with it, we want to help solve. Whatever automation ideas you may have or be in need of, we'll help you make them real.Source: Datasciencetest.comHere is the list…

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2025-11-24
Access Co-Pilot Meetings Summaries From Within Salesforce
Microsoft / Q!365 / Salesforce

Access Co-Pilot Meetings Summaries From Within Salesforce

Using Copilot for Summaries If your sales or service team relies on Microsoft Teams for meetings and CRM in Salesforce, you probably rely on notes or summaries. If the follow-up work relies on information from those meetings, going back and forth for critical information can become an issue. Not needing to switch between platforms or digging through meeting recordings or logs can save hours of time and effort. Exactly this is the goal set by Q!365. By integrating Copilot's summaries of Teams Meetings within your Salesforce you can now access all important information right away. Whether it's key notes, updates…

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2025-08-26
Salesforce Channels for Teams?
Microsoft / Q!365 / Salesforce

Salesforce Channels for Teams?

Bringing Swarming to Salesforce The concept of "Swarming" is currently a hot topic in the world of Customer Relationship Management. Swarming itself refers to a collaborative support model in which agents, engineers or other experts come together to work on cases or opportunities in real time. Rather than using the method of ticket escalation, this enables a faster and more efficient way of tackling these topics. Now, getting all those people into one group chat or channel can be a challenge - one that Salesforce thankfully just solved. Introducing: Salesforce Channels. Real-time collaboration, like swarming, enhances both customer support and…

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2025-08-04
Follow Your OneDrive Favorites in Salesforce
Microsoft / Q!365 / Salesforce

Follow Your OneDrive Favorites in Salesforce

Stay in Sync With Your Favorite Files Whenever there is a file you're interested in in SharePoint, you can track the document of your choice by following it to keep a close eye on it and any updates regarding your document. Not all workflows work flawlessly and always get updated. Because of this, most users tend to favorite or follow files that they need to stay on top of. Q!365 solves this problem. After receiving customer feedback, we figured out a way to incorporate favorite files in OneDrive into Salesforce. Throughout the entirety of Salesforce and SharePoint, you can now…

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2025-02-26

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