Assign any records or manually add items if necessary.Modern sales reps rely on two tools above all others-Customer Relational Management (CRM) to manage sales opportunities and email to communicate with contacts. To correct these issues go to the side bar and click Unresolved Items. Sometimes some of the items you sync are either duplicated or missing. Right click the Salesforce tray icon and select Outlook configuration. Select the items you want to sync, which includes private items. Click approve to connect Outlook and Salesforce.Īfter that review the sync options provided to you. Enter your Salesforce username and password. Follow the prompts provided by the installation wizard. Install and Setup: open the installation file. Select « Salesforce for Outlook. » Click download and save the file. Search for « Salesforce for Outlook » in the Quick Find box. Finally, you need to customize your installation so you can sync the information you need.ĭownload and Install: close and uninstall Microsoft Outlook. Next, you need to install the system and configure it. The first step is to download the Salesforce for Outlook installer. The general procedure to set things up is rather easy. Your browser will also need at least TLS encryption protocol 1.1 enabled. For customers using Mac OS or Apple, they will need to setup Lightning for Outlook as well as Lightning Sync. Supported operating systems include Windows 7, Windows 8.1 (either Pro or Enterprise Edition), and Windows 10. You will also need Microsoft Outlook versions 2007, 2010, 2013, or 2016 (the ones that use Microsoft Exchange Online). To install Salesforce with Outlook integration you will need to download Salesforce for Outlook v3.0.0 or later. You can then customize everything as needed. The data and information in each system will be synced. If you use Outlook and Salesforce in your business processes then you will benefit a lot when both systems are integrated into one system.
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