• Skip to main content
StarrDataStarrDataStarrData
  • Technologies
    Salesforce Revenue Cloud
    Salesforce CPQ

    Deliver fast & accurate proposals that empowers your sales team and maximizes company revenue.

    Salesforce Billing

    Seamlessly integrate your entire billing process with powerful Salesforce technologies.

    Salesforce Products
    Sales Cloud

    Empower your sales team by leveraging best practices throughout the company.

    Experience Cloud

    Connect your customers, employees & partners with the power of Salesforce.

  • Services
    Salesforce Implementation

    We'll help you get up and running quickly - from simple implementations to fully customized instances.

    Salesforce Administration

    Stop worrying about the day to day details of Salesforce and outsource to a 5-star certified Salesforce team.

    Salesforce Optimization

    Get the most out of your Salesforce investment by fine tuning your instance specifically for your needs.

  • Industries
  • Blog
  • Company

    Since 2009, StarrData has helped hundreds of companies leverage the power of Salesforce. We are a 5-star certified partner with an experienced team of consultants, solution architects, engineers, and administrators.

    Testimonials

    See what our clients say.

    Partners

    Companies we partner with to provide ancillary services and integrations.

    Commitment to Equality

    At StarrData we believe that all humans are equal, and diversity is a strength. We are committed to providing equal employment opportunities and world-class service to anyone, regardless of sex, color, gender, religion, or sexual orientation.

  • Client Portal
  • Contact

Making Your Salesforce for Outlook Integration as Painless as Possible, Part 2

By Darren Starr
Facebook
Twitter
Twitter

Last week we showed you how to get your Outlook contacts ready to sync with Salesforce: Making Your Salesforce for Outlook Integration as Painless as Possible, Part 1. This week we’ll show you the steps to complete the installation of Salesforce for Outlook.

Prepare to Install Salesforce for Outlook

  1. Log into Salesforce, click on your name in the upper right corner and select “Setup.”
  2. In the left “Setup Tree,” select the arrow next to “Desktop Integration” under “Personal Setup” at the top and then select “Salesforce for Outlook:
  • Note: It is recommended that you watch the video tutorial that appears in the upper right of your screen next to Help for this page. It’s only about 2.5 minutes and worth the time.

  1. Click the “View My Configuration” button to view the settings defined by your system administrator:
  • Please let your system administrator know if these settings are not correct or if you need special settings.
  1. Click the “Email to Salesforce Settings” link at the top (in the “Email Settings”) section:
  • You can use the “Email to Salesforce Address” at the top of this new page to automatically add emails to Salesforce from mail programs like Gmail, Yahoo, etc.
  • Copy this address and use it as the default BCC address in your external mail program.
  • Note: This is not needed for Outlook, only web mail servers.
  • Make sure your company email address is listed as the “Acceptable Address.”
  • In the “Email Associations” section, you can choose to have Salesforce automatically associate emails to contact and lead records based on their email address or you can manually associate them individually.
  • If automatically associating is selected, you can also choose the behavior if duplicate records are found.
  • If you choose to automatically assign emails to opportunities, then the email will be associated to ALL open opportunities associated to the contact’s email address.
  • At the bottom, select the box to “Always save email attachments” if this is your preference.
  • The size limit for an attached file is 5 MB. The size limit for all files attached to an email is 10 MB. For each matching record, all attachments sent with the email are duplicated, which affects your data size limit.
  1. The “Email me confirmation of association” box should be unchecked. Otherwise you will get an email confirmation for each email automatically associated to a record:
  • You may want to leave this checked for a week or so just so you can verify that the emails are associating properly. Then you can come back here and turn it off.
  1. Click “Save” at the bottom to save your choices:
  • You will see a confirmation message at the top of the page that your settings have been saved.
  1. Navigate back to Desktop Integration > Salesforce for Outlook in the setup tree on the left and click the “Download” button.

[button type=”success” size=”lg” link=”http://bit.ly/1ydjmVm”]Need Help Integrating Outlook with Salesforce?
Contact Us Today![/button]

 

Install Salesforce for Outlook on your computer

  1. When the “File Download” window opens, click “Save” and save it to a location on your computer where you can easily find it (like your desktop).
  2. Run the file and accept any security warnings.
  3. Select your language and follow the prompts:
  • In the “Prerequisites” window, let it install any files that are needed.
  • The next window will download and install any prerequisites (if needed).
  • The program will then install.
  1. Open Outlook. The setup wizard opens, and the Salesforce for Outlook icon appears in your system tray. To manually open the wizard, right-click this icon and click Settings.
  2. Enter your Salesforce username and password.
  3. Click Approve. This creates a secure connection between Outlook and Salesforce. You won’t have to log in again unless you encounter an error. If you click Deny, you’ll return to the previous step.
  4. Click “Next” and choose the folders you want to sync:
  • Click “Change Folder” in the Contacts section to choose the new “Salesforce Contacts” folder you created in step 1 (in part 1 of this blog).
  • If you accept the default, all of your personal contacts will sync with Salesforce and you will end up with multiple duplicates in Salesforce and Outlook.
  • You can accept the default folders for Events and Tasks unless you have a special Outlook configuration.
  • All data in these folders will sync with Salesforce. If you’re syncing from Salesforce to Outlook or syncing both ways and delete a record in Salesforce, that record is automatically deleted in Outlook.
  • Click “Next,” and then click “Done”. A welcome message appears at the system tray icon, which is now active. If you’re configured to sync Outlook items, all data in your selected folders syncs automatically. The icon spins to let you know when data is syncing.
  1. During active use, all updates sync automatically every ten minutes. If Salesforce for Outlook detects no keyboard or mouse activity for 30 minutes, it changes the sync frequency to 30 minutes. After two hours of inactivity, it syncs hourly, and after four hours, it syncs every four hours.
  2. For more information, please do a search in Salesforce help for “Salesforce for Outlook Overview.”

 

We are your one-stop-shop for all things related to Salesforce Administration support!

 

Posted in Cloud Computing, Enterprise IT, Salesforce Best Practices, Salesforce for Outlook, Salesforce.com

Contact Us

888-391-4493 x101

1261 Locust St. #135, Walnut Creek, CA 94596

info@starrdata.com

Salesforce Partner Since 2009
Pledge1_ProudMember_Smallest

Additional Resources

  • Technologies
  • Services
  • Client Portal
  • Contact Us
  • Privacy Policy
  • Sitemap

About Us

StarrData is a 5-star rated salesforce.com partner who helps companies increase sales and productivity by providing Salesforce implementation and support services. Since 2009 we have helped hundreds of organizations to leverage the power of Salesforce.

© 2020 StarrData. All Rights Reserved.

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Contact Us Today

To speak with someone right away, give us a call at (510) 984-3648.

  • This field is for validation purposes and should be left unchanged.