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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

  1. Close Outlook on your desktop.
  2. Log-in to SalesForce
  3. Click on your name
  4. Open My Settings 
  5. Go to the Desktop – Add Ons
  6. 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?

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