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” HOW DOES SALESFORCE WORK WITH OUTLOOK DOWNLOADOnce 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
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