Using Salesforce with Outlook

If you use Outlook and Salesforce in your business processes then you will benefit a lot when both systems are integrated into one system. The data and information in each system will be synced. You can then customize everything as needed.

System Requirements

To install Salesforce with Outlook integration you will need to download Salesforce for Outlook v3.0.0 or later. You will also need Microsoft Outlook versions 2007, 2010, 2013, or 2016 (the ones that use Microsoft Exchange Online).
Supported operating systems include Windows 7, Windows 8.1 (either Pro or Enterprise Edition), and Windows 10. For customers using Mac OS or Apple, they will need to setup Lightning for Outlook as well as Lightning Sync. Your browser will also need at least TLS encryption protocol 1.1 enabled.

Setting Up Salesforce for Outlook

The general procedure to set things up is rather easy. The first step is to download the Salesforce for Outlook installer. Next, you need to install the system and configure it. Finally, you need to customize your installation so you can sync the information you need.

Download and Install: close and uninstall Microsoft Outlook. Search for “Salesforce for Outlook” in the Quick Find box. Select “Salesforce for Outlook.” Click download and save the file.

Install and Setup: open the installation file. Follow the prompts provided by the installation wizard. Enter your Salesforce username and password. Click approve to connect Outlook and Salesforce.

After that review the sync options provided to you. Select the items you want to sync, which includes private items. Click Save.

Customization

Right click the Salesforce tray icon and select Outlook configuration. Review email and other settings. Make any necessary changes. Click Save.

Syncing Outlook and Salesforce

Sometimes some of the items you sync are either duplicated or missing. To correct these issues go to the side bar and click Unresolved Items. Review the items. Assign any records or manually add items if necessary.

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