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Screen shots of salesforce for outlook
 

Screen shots of salesforce for outlook

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Salesforce With Outlook - configuration

Salesforce With Outlook - configuration

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    Screen shots of salesforce for outlook Screen shots of salesforce for outlook Document Transcript

    • Screen shots of Salesforce for outlook Page 1 Screen shots of Salesforce for outlook Contacts Syncing between Salesforce and outlook:- We will see how contacts are syncing between sales force and Outlook. After Configuring “Salesforce for outlook”, open Microsoft Outlook and create one contact as shown in the below figure Fig (1) Here I am creating one contact with name “Wilson Abare”. After creating contact open your Salesforce account and then click on “Contact” Tab , we will find the “Wilson Abare” record as shown in the below figure.
    • Screen shots of Salesforce for outlook Page 2 Fig (2) We can see detail page of “Wilson Abare” record as shown in the below figure. Fig (3)
    • Screen shots of Salesforce for outlook Page 3 Now we are going to create one contact in salesforce with name “Abaya Jackson” as shown in the below figure. Fig (4) After creating the contact, check in Microsoft outlook “contacts” we will find “Jackson” as shown in the below figure.
    • Screen shots of Salesforce for outlook Page 4 Fig (5) In this way we can sync Contacts between Salesforce and Microsoft Outlook.