The bottom line appears to be that Outlook Integration from Salesforce is not 100 secure, and it. Salesforce did ask for support to get Microsoft to make this change. Salesforce has asked Microsoft to enhance the Office JS library, so Salesforce would not need to access the Exchange Server, but so far Microsoft has not moved on this request.
Salesforce For Outlook Plugin Code From TheIf the install fails, check with your IT department to ensure that HTTPS traffic is not blocked. Fill in First Name, Last Name, Email Address, then copy and paste the Registration code from the email into the form and click Next. This idea does NOT cover: Mail Merge / editing Word templatesReport retrieval from Excel* Updated by Kalman Sweetwine, March 21st, 2013Just click Run.Our clients are using Salesforce to manage their constituent’s relationship information, yet most interactions happen over email and the majority of our clients are using Microsoft Outlook. In today’s hectic world, how do you give your staff more time in front of constituents while getting them to collaborate as a team?As a Salesforce consulting partner, one of our most requested functionalities is to automatically sync between Salesforce CRM and the staff’s emails, events, and contacts. Testing / UAT teams can plan the pain points in advance.Running an effective and efficient organization can be nerve-wracking: trying to reach out to the greater community, putting effective outreach processes in place, and giving your development and educational departments the tools they need to be successful. Training team can understand what’s coming after the integration.The documentation can be found here.If your organization does not have a current Outlook Configuration, an administrator will need to create one before proceeding. If your organization is currently using Salesforce and using Connect for Microsoft Outlook it would be best to read over the documentation about upgrading to Salesforce for Outlook before making any system wide changes. □For organizations without an existing integration I recommend using Salesforce for Outlook. When Connect for Microsoft Outlook is select the user will see the following After seeing this one wonders, “Why choose Connect for Microsoft Outlook?” We feel the same way and figure I can’t go wrong if this is what Salesforce is recommending. It is also quite noticeable that Salesforce for Outlook is recommended. One for “Salesforce for Outlook” and another for “Connect for Microsoft Outlook”. You can synchronize Salesforce CRM with your Microsoft Outlook to: Here is how to enable it in your instance In just a few simple clicks your activation is complete! More information on Enabling Email to Salesforce can be found here.The integration with Outlook is not only about emails. Once an Outlook Configuration is created, each user will need to download Salesforce for Outlook to their computer.It is also necessary for Email to Salesforce to be enabled to use Salesforce for Outlook. Sync Improvements- The major change here is with the frequency of syncing. From Outlook, open a Salesforce.com record’s detail page in a Web browser.Recent Improvements to Salesforce for Outlook Associate contacts, calendar events, and tasks in Outlook with records in Salesforce.com. Create a new case in Salesforce.com from an Outlook email. Upload email attachments to Salesforce.com. Manually add Outlook emails to Contact, Accounts (Organizations), Opportunities (Donations), and Lead object. Syncing Recurring Events- (Delivered in Winter 13) It is possible to sync your recurring events (daily, weekly, monthly, or yearly However, users can manually sync contacts as often as needed. Contacts are now automatically synced every hour. Next, edit an existing Outlook configuration. This comes in handy when sending or creating meeting request from Salesforce.You must first create an Outlook Configuration (Link to documentation previously provided). This will help with allowing a user to accurately see their schedules. ![]() See if Salesforce has duplicate records (contacts or leads) and choose the correct one to display in the side panel.Search for additional contacts, leads, accounts (organizations), and opportunities (donations).1. A user can view up to 4 open and past activities and opportunities (donations) related to the contacts/leads that are in the side panel.Users can manually add emails to either one contact and one account or opportunity, or one lead only. The side panel displays up to 4 contacts and leads from the current email (in the From, To, and Cc fields). As a replacement, users can select the mail “envelope” icon next to a contact, lead, account, or opportunity (only one at a time).Lastly, the “Send and Add” button no longer appears in individual Outlook emails that your users send. Additional contacts and leads from your users’ emails appear, which they can select to display contact and lead details along with related activities and opportunities.When the side panel is enabled the “Add Emails” button in Outlook will no longer appear. Contacts and their related activities and opportunities3. The side panel displays contacts and leads based on the order they appear in the From, To, and Cc fields in your users’ emails. There’s even a collapse icon to hide the side panel.2. Your users can also click the search icon to find other contacts, leads, accounts, and opportunities, and then add emails to them. We all understand that it is important to give the development team a full view of all the donors’ past donations, campaign associations, and events attendance. Sorry MAC users □The main reason to integrate between Outlook and your CRM is to create one centralized and complete database. – this is found in your browser).Salesforce does not support Apple® Macintosh® operating systems. Select the checkbox Side Panel.Add a Name and your organization’s Salesforce URL (I.e. Create a new configuration or edit an existing one. Salesforce for Outlook uses Outlook folders to limit which records sync with Salesforce.com. Furthermore, without the integration, the data in Outlook is visible only to the owner of the Outlook account. When someone from your organization is talking with a donor (or any other constituent) it is important for them to know about all meetings, calls, and email correspondences that the organization has had with them. Use field mappings to link Salesforce.com fields with Outlook fields.Salesforce plans to allow the user to add an email to any type of record. This helps to automatically assign that contact to its related Salesforce.com account so you don’t have to manually assign it in Salesforce.com. Enter a company name when you create a contact in Outlook. If you’re syncing both ways or syncing Salesforce.com to Outlook, removing a record from Salesforce.com deletes that record in Outlook. If you’re syncing both ways or syncing Outlook to Salesforce.com, moving a record out of a synced Outlook folder deletes that record in Salesforce.com. Microsoftcom internet explorer for macThe more we can integrate our systems so that they speak to one another, the more we can get that all-important in-depth view of our organization and its relationships.
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