We also wanted to provide the ability to sync contact data between Salesforce and Outlook so that any changes to one record would update the other. Many of my users wanted to import their contacts into Salesforce without having to type each one. When setting up your Salesforce for Outlook configuration settings, it is important to understand what you are establishing and how the configuration will impact your data quality. Think Carefully Through Your Configuration Settings The key here is to do your research, and understand what is needed by the business before you embark on the Salesforce for Outlook train. And to be honest, there are several 3rd party applications out there that are better than Salesforce for Outlook. In that case, you may need to look at a 3rd party application. Compared to the old Connect for Salesforce, the functionality is still limited. But if your organization needs the ability to create records such as cases, or attach email attachments to a record, then Salesforce for Outlook isn’t for you. Users can add emails to specific records, access Salesforce data directly in Outlook via the side panel, and ensure that all of their contact details are synced across Salesforce, Outlook and their mobile devices.
Salesforce for Outlook provides a basic integration between Salesforce and Outlook. Here are some of the items to consider when evaluating an Outlook integration. For most organizations, this option will work well. And why not? It is free, it works, and it is fairly easy to use.
Nearly two years since we launched, and a year after the original post, I thought it would be good to expand on the original and provide some cautionary tales for those considering a deployment of the application.įor many businesses, Outlook is the defacto mail client so it is only natural that Salesforce for Outlook be looked at as the defacto integration client between Salesforce and Outlook. In Deploying Salesforce for Outlook: What I Learned I discuss the tactics used to deploy the application to my organization as we launched Salesforce.
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