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Description :
The SFDC Zimlet allows users to quickly integrate their Zimbra email/contacts/calendar with Salesforce.
http://gallery.zimbra.com/files/uploads/zimlets-extra/com_zimbra_sforce.zip
Usage :
- Click 'send and add' to SFDC on mail composition to send a copy of the note to salesforce
- Drag an email to the salesforce zimlet
- Drag a contact to the salesforce zimlet
- Drag a calendar to the salesforce zimlet
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| Integration : |
This Zimlet will automatically connect to Salesforce.com's webservices API for integration |
| Preferences : |
Salesforce user name and password |
| Toolbar : |
Yes - as 'Salesforce' |
| Assistant : |
Yes - as 'Salesforce' in auto-complete. Allows you to type c:contact name and n:note to add a note to a contact. Contacts will auto-completed real time from the salesforce.com contact database. Zimbra Assistant can be brought by pressing '~' as a keyboard shortcut. |
| Regular Expression : |
No |
| Right Click : |
No |
| Drag in Mail : |
Analyzes the 'from' address and puts up a dialog to add a note to the opportunity/contact/account that corresponds to the domain |
| Drag in Contacts : |
Adds the contact to the Salesforce.com contact database |
| Drag in Calendar : |
Adds the calendar data to the salesforce.com calendar |
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