Your administrator determines the level at which you can customize these settings in Salesforce. Depending on your organization, you may be able to customize what you sync and the sync directions between Outlook and Salesforce. In addition to syncing these items, you can add Outlook s, attachments, events, and tasks to multiple Salesforce contacts, and view Salesforce records related to the contacts and leads in your s and events all directly in Outlook. Salesforce for Outlook, a Microsoft Outlook integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.
Other marks appearing herein may be trademarks of their respective owners.ģ CONTENTS Syncing Microsoft Outlook and Salesforce Basics Getting a High-Level View of Your Integration Work Salesforce for Outlook System Requirements The Big Picture for Setting Up Salesforce for Outlook Download the Salesforce for Outlook Installer Install and Set Up Salesforce for Outlook Customizing Salesforce for Outlook Syncing Between Outlook and Salesforce Adding s, Events, and Tasks to Salesforce Recordsĥ SYNCING MICROSOFT OUTLOOK AND SALESFORCE BASICS If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems. Salesforce is a registered trademark of, inc., as are other names and marks. 1 Getting Microsoft Outlook and Salesforce in Sync Salesforce, Summer Last updated: July 1, 2015Ģ Copyright, inc.