Salesforce Outlook Integration Year End Roundup of Blog Posts

One 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.

Salesforce for Outlook, Connect for Outloo, Salesforce Outlook IntegrationHere they are, along with a brief synopsis of each:

An introduction to Salesforce for Outlook that includes:

– How to use it
– Best practices
– Technical requirements

A popular post that has been viewed more than 2,100 times over the past few months.
It includes:

– When to use Salesforce for Outlook
– When to use Connect for Outlook
– Technical requirements
– Tips to help make sure you’re successful no matter which product you choose.

Making Your Salesforce for Outlook Integration as Painless as Possible, Part 1

Step by step instructions for setting up Salesforce for Outlook, including if you’re moving from the Salesforce Outlook connector.

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

Part two of this two-part post.

If you’re already syncing Salesforce and Outlook and plan to use the Windows 7 Easy Transfer Tool to move to Windows 7 you will want to review this two-part post. It reviews the steps needed to help ensure you do not create a lot of Salesforce duplicates during the migration process.

Preventing Salesforce Duplicate Records when migrating to a new PC using Windows 7 Easy Transfer Tool, Part 2

Part two of this two-part post.

Salesforce for Outlook Video Series

A series of videos in which we review how to use Salesforce for Outlook for the end user as well as for a Salesforce Administrator.

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