We have done many blogs on Salesforce and Outlook Integration because it is such an important topic for most Salesforce users. This blog post covers a few tips that we believe will help you better utilize Salesforce for Outlook.
Create a Contact folder for Salesforce Contacts only
Setting up an Outlook folder for your Salesforce Contacts ensures that you don’t sync your private Contacts to Salesforce and helps to separate your business contacts from your personal ones.
Set up an Outlook Configuration in Salesforce
Setting up an Outlook Configuration in Salesforce allows you to only sync the data you need to sync automatically. Without a properly setup configuration, you will not be able to use Salesforce for Outlook.
Choose to sync either Contacts, Tasks or Events, or all depending on the type of user you are. For example, a sales rep may need to sync everything while a manager may only want to sync Tasks and/or Events.
Add Emails to Salesforce
Adding your emails from Outlook to your Salesforce Contacts at the same time you are sending it, or adding emails in groups of up to 10 at a time, ensures the Contact’s Activity History is always up to date and helps to provide a 360 degree view of your interactions with that Contact.
Based on your configuration settings, Salesforce for Outlook will automatically add the email to the Contact’s Activity History or to the My Unresolved Items page where you can manually assign it. This is a great way to add the Activity to all the Contacts of an email with multiple recipients.
Create a Case from Outlook
Field reps may benefit from this feature the most as it allows a rep to create a case directly in Salesforce simply by adding an email to the Contact record. To enable this tool, an administrator must first enable the Email to Case feature in Salesforce and then edit the Outlook Configuration by checking the Create Case check box.
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