After it s enabled, the side panel displays up to 10 contacts and leads from your s or event s From, To, and Cc fields. Before you can use the side panel, make sure you have your administrator enable the side panel in your Outlook configuration. Watch a Demo: Using the Salesforce Side Panel to Work with Records in Microsoft Outlook 2ħ Getting a High-Level View of Your Integration Work When you select an from the Inbox or an event from the Calendar in Outlook, the Salesforce Side Panel displays related Salesforce contact and lead details directly in Outlook. To help you along with the selling process, we ve included the Salesforce Side Panel, which appears in Outlook. Working with Salesforce Records Directly in Outlook We understand that you may spend a majority of your time selling to your customers while you work in Outlook. The items will sync automatically during the next sync cycle. Right-click a selected item, then select Categorize > Sync with Salesforce. You can select multiple items when you press CTRL while clicking the items. If you choose to specify the items you want to sync, you ll do it like this. Before any syncing occurs, you ll need to decide whether you want Salesforce for Outlook to sync all of your items, or only the ones you specify. Syncing Your Contacts, Events, and Tasks Syncing items between Outlook and Salesforce is simple and automatic. 1Ħ GETTING A HIGH-LEVEL VIEW OF YOUR INTEGRATION WORK Let s quickly review how you ll complete your Outlook and Salesforce integration work using Salesforce for Outlook v2.2.0 or later. Specifically, you can add an to multiple contacts, and to one other record with which you can associate tasks, such as an account, a case, or an opportunity. If your organization is set up to add and share activities, you ll select only the s you want to add to the Salesforce records of your choice. For example, your organization may sync only contacts and events from Salesforce to Outlook. Your organization, however, may differ with what you can sync and the direction you sync. This keeps your data synced automatically. What Goes Where? In most cases, organizations set up Salesforce for Outlook to sync contacts, events, and tasks both ways between Outlook and Salesforce. In this guide, you ll learn about the most essential details to get up and running with Salesforce for Outlook. Your administrator determines the level at which you can customize these settings in Salesforce. Depending on your organization, you may be able to customize what you sync and the sync directions between Outlook and Salesforce. In addition to syncing these items, you can add Outlook s, attachments, events, and tasks to multiple Salesforce contacts, and view Salesforce records related to the contacts and leads in your s and events all directly in Outlook. Salesforce for Outlook, a Microsoft Outlook integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.
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Other marks appearing herein may be trademarks of their respective owners.ģ CONTENTS Syncing Microsoft Outlook and Salesforce Basics Getting a High-Level View of Your Integration Work Salesforce for Outlook System Requirements The Big Picture for Setting Up Salesforce for Outlook Download the Salesforce for Outlook Installer Install and Set Up Salesforce for Outlook Customizing Salesforce for Outlook Syncing Between Outlook and Salesforce Adding s, Events, and Tasks to Salesforce Recordsĥ SYNCING MICROSOFT OUTLOOK AND SALESFORCE BASICS If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems. Salesforce is a registered trademark of, inc., as are other names and marks. 1 Getting Microsoft Outlook and Salesforce in Sync Salesforce, Summer Last updated: July 1, 2015Ģ Copyright, inc.
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