CompanionLink has always synchronized Salesforce CRM Contacts and Accounts to mobile devices, Outlook, or any Google or Gmail account. Accounts show up on the device as a Contact record with the organization/company field mapped to the Account name in Salesforce CRM.
In CompanionLink Professional 5 build 5044 and later, we have expanded field-mapping options when synchronizing Accounts. We introduced a new tab in CompanionLink called Account Field Mapping that allows you to map any/all of your Salesforce CRM Account fields with your choice contact fields on the mobile device.
Errors such as "Outlook data file cannot be accessed" can be faced by several Outlook…
AI trading bots can analyze faster, execute more precisely, and remain calm when markets go…
Combining smartwatch data with other evidence such as dash cam footage, medical records, and black…
CRM automation makes it easy and consistent to celebrate every success, whether it is a…
Prioritizing communication, nurturing intimacy, and working as a team, you can transform the challenges of…
When we use AI wisely, we build workplaces that feel both digital and human. That…
