PowerPoint Step by Step Guide

Report
Salesforce.com
Connect for Microsoft Outlook & “Email to
Saesforce” Setup
Connect for Microsoft Outlook
• Free and available within the Salesforce CRM
• Great tool for Current MS Outlook and Salesforce users
• Enables end users to attach email records to student leads,
accounts, contacts, and cases
• Aids in data aggregation of all student communication
•
Please Note: Connect for Microsoft Outlook requires Microsoft Windows
2000, XP or Vista. Also, it requires Microsoft Outlook XP (2002), 2003 or
2007.
Unit Name
With Connect for Outlook, users can:
• Use the Salesforce.com address book to insert contacts and
leads as email recipients
• Add email messages from Outlook to contacts, leads, accounts,
assets, campaigns, cases, contracts, and opportunities in
Salesforce.com
• Upload email attachments to Salesforce.com
• Create a new case in Salesforce.com from a Outlook email
• Associate contacts, calendar events, & tasks in Outlook with
records in Salesforce.com
• Synchronize contacts, calendar events, & tasks between
Salesforce.com and Outlook
• Synchronize custom field data between Salesforce & Outlook
Unit Name
Installing Connect for Microsoft Outlook
Go to the “Setup” area located in the top right corner
https://na3.salesforce.com/help/doc/en/salesforce_outlook_edition_cheatsheet.pdf
Unit Name
Installing Connect for Microsoft Outlook
Under “Personal Setup” click the “+”next to “Desktop Integration”
to expand and view the underlying options and select “Connect
for Microsoft Outlook”
Click “Install Now”
Unit Name
The Outlook Plugin Toolbar
The SF toolbar
will allow you to
attach an email
to an object
within the CRM
Unit Name
The Outlook “Add Email” button dialog box:
Best Practice is to always
search to see if a record preexists within the CRM
Unit Name
The Outlook “Add Email” button dialog box:
If a pre-existing record is
located select the record and
click the “Add to Salesforce”
button
Unit Name
The “Add Email” button dialog box:
If no record is found
then “in theory” you
could use “Quick
Create” links to
open a basic form to
create a new record,
however for
organizations using
record types this
seems to be
problematic. It is
suggested to simply
create the object
within the CRM,
then attach the
email msg
Unit Name
Gmail, Yahoo, & Other Email Integration
• Free and available within the Salesforce CRM
• Use “Email to Salesforce” feature to track messages sent
from Gmail , Yahoo, or other email services within a
salesforce record.
• Enables end users to attach email records to student leads,
accounts, contacts, and cases by affiliating the email address
in the “To” line
• Aids in data aggregation of all student communication
Unit Name
Setting up Email to Salesforce
Go to the “Setup” area located in the top right corner
Unit Name
Email to Salesfore Setup
Under “Personal Setup” click the “+” next to “Email” to expand and view the underlying
options and select “My Email to salesforce”
Unit Name
Email to Salesfore Setup
Enter the gmail /yahoo address in the “My Acceptable Email Addresses” dialog box.
Separate each address by a comma the click the save button.
Please note you should copy the “Email to Salesforce Address” to your address book
to use in the BCC field of any message in which you would like to add the email
activity history to a related sf record.
Unit Name
Google Calendar Sync via Appirio App
• Free and available to non-profits within the Salesforce CRM
• Enables end users to sync appointments & meetings in their
Google Calendar with salesforce
• Aids in data aggregation of all student communication and
interaction
• Allows you to easily view shared Google calendars within
salesforce to check a co-worker’s availability
• Google Apps is already installed for SF Continuing Studies
users, but Gmail setup & Appirio Calendar Synch setup is
necessary
Unit Name
Appirio Calendar Synch
Select “Appirio
Calendar Sync” from
the drop down list
Unit Name
Appirio Calendar Sync - Setup
Select the “Calendar Sync” tab to enter the setup criteria
Unit Name
Appirio Calendar Sync - Setup
Enter your Salesforce.com password, Google Apps username, and password then
click save
Unit Name
You may need to Reset your security token in order to
establish the sync connection
Steps to Reset Security Token (if necessary)
• Setup  Personal Setup  My Personal Information  Reset
My Security Token
• Click “Reset Security Token” button
• Check email locate message from Salesforce.com
• Copy Security Token in the body of the message to the end of
your salesforce password
• If you have any trouble with these step please view the
“Appirio Calendar Sync Setup” video
Unit Name

similar documents