6/27/25

Office Hours: Managing Sensitive Emails in Quivr with AppExchange Tools

Steve Drost and Will Kaplan tackle a real-world question from a larger firm: how to prevent sensitive emails from syncing into Quivr while still capturing the ones that matter. They explore the limitations of Salesforce's default email tool and highlight third-party options from the AppExchange.

Learn how Quivr users can solve workflow problems with vetted apps, without waiting on custom builds.

✅ Great for firms dealing with email privacy, syncing control, or exploring Salesforce add-ons.

👉 Join us live on Wednesdays for Office Hours to get your questions answered.

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Office Hours: Customizing Future Planning Topics to Fit Your Practice