SETTING OUTLOOK CONFIGURATION IN SALESFORCE CRM | Techila
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SETTING OUTLOOK CONFIGURATION IN SALESFORCE CRM

SETTING OUTLOOK CONFIGURATION IN SALESFORCE CRM

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

 

Setup

 

Now go to Desktop Administration|Outlook Configuration

 

Desktop Administration|Outlook Configuration

 

Now Click on New Outlook Configuration

 

New Outlook Configuration

 

 

Now Enter all the basic information as shown below.

 

basic information

 

Enter Name, Check the active Checkbox, check notify product updates and Assign Users and Profiles as shown above.

 

Assign Users and Profiles

 

 

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.

 

Advance Setting

 

Now Click on Save Button

 

When Save Button is clicked we are taken to a page to set different filter settings.

 

Configuration Data Set

 

In Filter by Records Ownership section select All Contacts and also check Sync contacts user follow in Chatter Check box as shown above.Event Filter Task Filter

 

In Event filters section enter the data values as shown.

 

Data Set Size

 

We can use get Record Count button to check how many records will Sync from Salesforce to Outlook.

 

Finally Select Save Button.

 

Courtesy: http://www.crmsalesforcetraining.com/setting-outlook-configurations-in-salesforce-crm/

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Author: techila

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