Topics Map > Software > Salesforce > Training > Pre-KB articles
Outlook + Salesforce
This is a conversion of a document created 08-jan-2016 by Tiffany Bachmann.
Original File Location: P:\Administration\Operations\Admin support reference
Getting Started
- Close Outlook on your desktop.
- Log-in to SalesForce
- Click on your name
- Open My Settings
- Go to the Desktop – Add Ons
- Double Click SalesForce for Outlook
<image - home tab of Salesforce pointing to links for each item>
Installing the Plug-in
<image - screenshot of "Salesforce for Outlook" page in Salesforce pointing to download button>
<image - first window of install process - click next to continue>
<image - last window of install process - congratulations>
Configuring Your Settings
<image - screenshot of "Salesforce for Outlook" page in Salesforce - view my configuration button, but no arrow pointing to it>
<image - screenshot of "My Email to Salesforce" page in Salesforce - showing example entries and button selections>
Using Outlook & Salesforce Together
Sending Email from Salesforce
<screenshot of contact "Penny Bachmann" in Salesforce>
<screenshot of Outlook email message to contact - Salesforce sidebar is empty>
<screenshot of detail for contact "Penny Bachmann" in Salesforce>
<screenshot of most recent activity detail for contact - subject "Email: Meeting Update">
<screenshot of declined meeting request to Penny Bachmann in Outlook>
<screenshot of Salesforce sidebar search in Outlook - search terms "Flippin" - Account "Flippin Public Schools">
<screenshot of Salesforce sidebar search in Outlook - search terms "Flippin" - Contact "Jenny Rasico">
<screenshot of email composed to contact Penny in Outlook - salesforce sidebar shows no contacts>
Email Templates
<screenshot of "Salesforce for Outlook" page in Salesforce>
<screenshot of "Email Templates" page in Salesforce showing one template named "Save the Date">
Public Email Templates
<screenshot of "Email Templates" page in Saleforce showing list of many public templates>
<screenshot of "Email Templates" detail page in Salesforce for template name "Leads: Web-to-Lead email response">
Making your own Templates
<screenshot of step 1 - choose the type of email template you would like to create>
<screenshot of step 2 - template information>
More Opportunities for Salesforce
- Schedule meetings with contacts
- Create Reports
- Track Payments made to Organizations
- Prize Communities
- State Funding Opportunities
- Reimbursements to non-employees
- Other Ideas?