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.

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

๐Ÿ‘‰ Join us live on Wednesdays for Office Hours to get your questions answered.

Previous

Office Hours: I Almost Fired My Momโ€”Then This Workflow Tip Changed Everything

Next

Office Hours: Customizing Future Planning Topics to Fit Your Practice