SALESFORCE ADD IN FOR OUTLOOK 365 HOW TO
SALESFORCE ADD IN FOR OUTLOOK 365 DOWNLOAD
SALESFORCE ADD IN FOR OUTLOOK 365 WINDOWS

If the user is not currently logged in to Salesforce, they will be prompted to log in.

A user can select “My Unresolved Items” or “Outlook Configuration” from the system tray icon.

SALESFORCE ADD IN FOR OUTLOOK 365 WINDOWS

Salesforce increased security to prevent others from logging into Salesforce from a user’s computer (using the Salesforce for Outlook icon that appears in the Microsoft Windows system tray).

To enable Syncing of Recurring Events go to your Name | Setup | Desktop Administration | Outlook Configurations | Edit | select “Sync Recurring Events | Save. Next, edit an existing Outlook configuration. You must first create an Outlook Configuration (Link to documentation previously provided). This comes in handy when sending or creating meeting request from Salesforce.

This will help with allowing a user to accurately see their schedules.

After syncing users are able to associate the events to related records such as contacts, organizations, donations, etc.

Syncing Recurring Events- (Delivered in Winter 13) It is possible to sync your recurring events (daily, weekly, monthly, or yearly.

However, users can manually sync contacts as often as needed.

Contacts are now automatically synced every hour.

Contacts are no longer synced every ten minutes.

Sync Improvements- The major change here is with the frequency of syncing.

Recent Improvements to Salesforce for Outlook

From Outlook, open a record’s detail page in a Web browser.

Associate contacts, calendar events, and tasks in Outlook with records in.

Create a new case in from an Outlook email.

Manually add Outlook emails to Contact, Accounts (Organizations), Opportunities (Donations), and Lead object.

Automatically sync Contacts, Events, and Tasks between Salesforce and Outlook.

You can synchronize Salesforce CRM with your Microsoft Outlook to: The integration with Outlook is not only about emails. In just a few simple clicks your activation is complete! More information on Enabling Email to Salesforce can be found here. Navigate to Setup | Email Administration | Email to Salesforce | Select Edit | Check “Active” | Select “Save”

SALESFORCE ADD IN FOR OUTLOOK 365 HOW TO

Here is how to enable it in your instance It is also necessary for Email to Salesforce to be enabled to use Salesforce for Outlook. Name | Setup | Desktop Integration | Salesforce for Outlook | Select “Download”

SALESFORCE ADD IN FOR OUTLOOK 365 DOWNLOAD

Once an Outlook Configuration is created, each user will need to download Salesforce for Outlook to their computer.

Here is documentation about creating a new Salesforce for Outlook Configuration. If your organization does not have a current Outlook Configuration, an administrator will need to create one before proceeding. If your organization is currently using Salesforce and using Connect for Microsoft Outlook it would be best to read over the documentation about upgrading to Salesforce for Outlook before making any system wide changes. 🙂įor organizations without an existing integration I recommend using Salesforce for Outlook. When Connect for Microsoft Outlook is select the user will see the following Īfter seeing this one wonders, “Why choose Connect for Microsoft Outlook?” We feel the same way and figure I can’t go wrong if this is what Salesforce is recommending. It is also quite noticeable that Salesforce for Outlook is recommended. One for “Salesforce for Outlook” and another for “Connect for Microsoft Outlook”. Most people first notice that there are 2 options. What are the benefits, considerations and configuration needed to integrate your Microsoft Outlook with your Salesforce CRM? Keep reading!Ĭonnect for Microsoft Outlook or Salesforce for Outlook?įrom within salesforce navigate to Your Name | Setup | Desktop Integration | Salesforce for Outlook Our clients are using Salesforce to manage their constituent’s relationship information, yet most interactions happen over email and the majority of our clients are using Microsoft Outlook. In today’s hectic world, how do you give your staff more time in front of constituents while getting them to collaborate as a team?Īs a Salesforce consulting partner, one of our most requested functionalities is to automatically sync between Salesforce CRM and the staff’s emails, events, and contacts. Running an effective and efficient organization can be nerve-wracking: trying to reach out to the greater community, putting effective outreach processes in place, and giving your development and educational departments the tools they need to be successful. * Updated by Kalman Sweetwine, March 21st, 2013

Salesforce add in for outlook 365