Best Salesforce App For Outlook How To Enable It
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To enable Syncing of Recurring Events go to your Name Setup Desktop Administration Outlook Configurations Edit select Sync Recurring Events Save.

In todays hectic world, how do you give your staff more time in front of constituents while getting them to collaborate as a team As a Salesforce consulting partner, one of our most requested functionalities is to automatically sync between Salesforce CRM and the staffs emails, events, and contacts.

Our clients are using Salesforce to manage their constituents relationship information, yet most interactions happen over email and the majority of our clients are using Microsoft Outlook.

What are the benefits, considerations and configuration needed to integrate your Microsoft Outlook with your Salesforce CRM Keep reading Connect for Microsoft Outlook or Salesforce for Outlook From within salesforce navigate to Your Name Setup Desktop Integration Salesforce for Outlook Most people first notice that there are 2 options.

One for Salesforce for Outlook and another for Connect for Microsoft Outlook.

It is also quite noticeable that Salesforce for Outlook is recommended.

When Connect for Microsoft Outlook is select the user will see the following; After seeing this one wonders, Why choose Connect for Microsoft Outlook We feel the same way and figure I cant go wrong if this is what Salesforce is recommending.

For organizations without an existing integration I recommend using Salesforce for Outlook.

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.

Here is documentation about creating a new Salesforce for Outlook Configuration.

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

Name Setup Desktop Integration Salesforce for Outlook Select Download Enable Email to Salesforce It is also necessary for Email to Salesforce to be enabled to use Salesforce for Outlook.

Best Salesforce App For Outlook How To Enable It

Here is how to enable it in your instance; Navigate to Setup Email Administration Email to Salesforce Select Edit Check Active Select Save In just a few simple clicks your activation is complete More information on Enabling Email to Salesforce can be found here.

Salesforce for Outlook The integration with Outlook is not only about emails.

You can synchronize Salesforce CRM with your Microsoft Outlook to: Automatically sync Contacts, Events, and Tasks between Salesforce and Outlook.

Upload email attachments to Salesforce.com.

Create a new case in Salesforce.com from an Outlook email.

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

From Outlook, open a Salesforce.com records detail page in a Web browser.

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

Syncing Recurring Events- (Delivered in Winter 13) It is possible to sync your recurring events (daily, weekly, monthly, or yearly After syncing users are able to associate the events to related records such as; contacts, organizations, donations, etc.

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

This comes in handy when sending or creating meeting request from Salesforce.

You must first create an Outlook Configuration (Link to documentation previously provided).

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