Mimecast for Salesforce

Access your Mimecast Cloud Archive using Salesforce CRM

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Overview

Mimecast for Salesforce.com is a free application that lets CRM users instantly access archived data, with granular search filters, and a time-saving Search Widget, all without leaving the Salesforce console. By integrating Mimecast Cloud Archive access and functionality with Salesforce.com, the app can help organizations drive maximum CRM efficiency and productivity.

To serve a diverse range of CRM use cases and user preferences, Mimecast for Salesforce supports simple keyword-based searches, contact-based searches, and account-based searches. The app also lets users filter search results by subject, date, time, and the presence of attachments. These search and filtering tools simplify the task of pinpointing specific messages or attachments irrespective of archive size. Users can easily access attachments relevant to the contact or to the account through a file download dialogue.

 


Context-Responsive Search Widget

Users also have the option to add Search Widgets to their Salesforce.com console. Mimecast for Salesforce.com offers two Search Widgets. A Contact Search Widget automatically display all messages between the user and the contact displayed in the CRM record. An Account Search Widget displays all messages between the user and all contacts with email addresses in account’s web domain, extremely useful if a complete account perspective is required

Salesforce Account Widget