Salesforce for Outlook
Knowing where others in your shoes have most commonly made mistakes can create a much more time and cost efficient experience for you and your team. Read from Salesforce experts what their biggest mistakes during an integration were. Regardless of the size of a business, one of the most crucial elements of a successful business […]
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Over the past year we have done many blog posts on Salesforce tips and best practices. Now, at the end of the year, it seems like a good time to share some of the most popular ones. Besides, we’re too buy drinking eggnog to create any new posts this month.
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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 […]
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It has been over a year since we wrote about the LinkPoint tool from the AppExchange that connects your Outlook with Salesforce so we’d like to bring you up to speed. First off, the tool is now called LinkPoint Connect and it has been the number one most popular app on the AppExchange for quite […]
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For all Salesforce for Outlook and Salesforce Connect for Outlook users, and anyone planning on using Apple’s iCloud service to sync their Outlook contacts, we’d like to warn you of a serious problem experienced by one of our seasoned Salesforce support specialists. Here’s his story: I just installed Apple’s iCloud control panel onto my Windows […]
Read MoreOne of our most popular subjects covered in our blog in 2011 was how to best integrate Salesforce with Microsoft Outlook. With 2011 drawing to a close it seemed appropriate to capture all of these posts in one location to help make sure you are successful with your Salesforce Outlook integrations in 2012. Here they […]
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Have you ever needed to send a mass email to a targeted list of contacts or leads in Salesforce, but are not using an email marketing client and do not want to send them one at a time? Maybe you want to send a birthday email once a month or email the people at your […]
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One of the most common problems when updating your computer and transferring files from one computer to the other is duplicate contacts and records. This can be even more of a problem when you’re syncing Salesforce and Outlook. The last thing you want is duplicate Salesforce records and duplicate Outlook records. In the next two […]
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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 Log into Salesforce, click on your […]
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Integrating your Outlook with Salesforce doesn’t need to be a frustrating experience if you follow a few painless steps that will assure smooth syncing of data. Reasons for integrating the two include synchronizing calendar appointments and events, to-dos and tasks, and to ensure that account, contact and lead opportunities in Outlook are reflected in the […]
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