Salesforce For Outlook Integration Guide

If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems.

Here I am presenting easy and simple steps to integrate your Outlook to Salesforce:

Microsoft Outlook integration with salesforce application that you install, Syncs contacts, events, and tasks, attachments between Outlook and Salesforce and view Salesforce records related to the contacts and leads in your emails and events in Outlook.

Salesforce for Outlook guide

Salesforce Outlook Integration by Mirketa

Salesforce For Outlook System Requirements:

Install and Download  Salesforce for Outlook v2.2.0 or later.

Default email program

Outlook:

2013

2010

2007

Microsoft Windows Operating system

Windows 8.1 (Pro and Enterprise)

Windows 7

Windows Vista (32-bit only)

Note: It doesn’t support using Salesforce for Outlook with Apple Mac OS.

Setting up Salesforce For Outlook Guide:

Salesforce for outlook guide

Step:1  Download Salesforce for Outlook installer.

Go to –Setup–Desktop Integration > Salesforce for Outlook.

(Or)

Go to –My Settings–Desktop Add-Ons > Salesforce for Outlook.

Note: If the Download button is unavailable, ask your administrator to assign you to Salesforce and  Outlook configuration.

Step:2  Configuration procedure:

Note: If you don’t yet have .NET 4 installed, the installation wizard installs it for you.

  • Run the installation wizard again to complete the installation process. Pre-requisite Open Desktop Outlook, The setup wizard opens, and the Salesforce for Outlook icon (Salesforce Outlook Integration Sync_Off) appears in your system tray. If the wizard doesn’t open, right-click and click Settings.
  • If you want to connect to other URL Click Change URL.

Salesforce for outlook guide

  • Enter your Salesforce username and password.
  • Click Allow.

download salesforce for outlook

  • Click Next, If you want to change folder click Change Folder.

Salesforce For Outlook Guide

  • Click Next, and then select your sync method.
    • Choose to sync all of your contacts, events, and tasks. You’ll mark items you don’t want to sync with the Don’t Sync with Salesforce category in Outlook.
    • Choose to sync individual contacts, events, and tasks. You’ll mark items you want to sync with the Sync with Salesforce category in Outlook.

salesforce for outlook guide

  • Click Next, and then select the kinds of private items you want to sync.

salesforce outlook integration

  • Click Save. (Salesforce Outlook Integration Sync_On) which is now active. The icon spins during every sync cycle.
Customizing  Salesforce outlook Integration:
  1. Right-click the system tray icon (Salesforce Outlook Integration Sync_On), and select Salesforce.com > Outlook Configuration.

Salesforce for outlook guide

Note:

  • Email settings-Side Panel and Add Email options are enabled. This is an important, because these options play a big role in helping you become efficient with your Salesforce and outlook integration routine.
  • You can change sync directions.
Adding Emails, Events and Tasks to Salesforce Records:

salesforce for outlook guide

1. Select an email in Outlook.

2. When you select an email from the Inbox Salesforce content that appears in the side panel, which displays contacts and leads. Click on a record’s link to open it directly in Salesforce. Email attachments are included automatically when you add an email to Salesforce.

Syncing Your Events, and Tasks:

Right-click a selected item, then select Categorize > Sync with Salesforce. The items will sync automatically during the next sync cycle. If multiple selection use CTRL/SHIFT.


download salesforce for outlook

So thats it, go ahead with salesforce outlook integration. If you face any challenges ping me back and I would be with you sail you through,

Posted in Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, salesforce connectors, salesforce customization, salesforce for NonProfit, Salesforce Support Packages, salesforce Tips & Tricks.

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