18 May SETTING OUTLOOK CONFIGURATION IN SALESFORCE CRM
We are going to Configure different Settings in Salesforce for Outlook applications where we can define which item to sync, which direction the data flows between Outlook and Salesforce and what is the action to be happen when a data conflict arises.
Go to Setup
Now go to Desktop Administration|Outlook Configuration
Now Click on New Outlook Configuration
Now Enter all the basic information as shown below.
Enter Name, Check the active Checkbox, check notify product updates and Assign Users and Profiles as shown above.
Make all the settings as shown above
When Adding Email Settings we have to activate email to Salesforce feature. When Email to Salesforce is activities that allows us to assign e-mail to leads , Contacts , Opportunity and so on when emailing from Outlook.
Now Click on Save Button
When Save Button is clicked we are taken to a page to set different filter settings.
In Filter by Records Ownership section select All Contacts and also check Sync contacts user follow in Chatter Check box as shown above.
In Event filters section enter the data values as shown.
We can use get Record Count button to check how many records will Sync from Salesforce to Outlook.
Finally Select Save Button.
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