Salesforce Outlook Integration Guide

Author

mirketa

July 23, 2015

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 SYSTEM REQUIREMENTS:

Download and Install 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.

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.

Pranshu Goyal, Director of Products at Mirekta, states: “We envision DSM to be used by every small to a medium-sized organization dealing with bad data and want to get rid of duplicates easily with no cost. We have faced issues dealing with duplicates in our organization. That inspired us to make a solution that is not only simple to use but can be used widely to make the organization’s data clean to make them more efficient and productive. We want DSM to be a solution for every organization looking for duplicate management capability better than the Salesforce out-of-the-box solution with no additional cost.”