We've recently had a few questions from power administrators about how to enable Salesforce for Outlook for their organizations. There are two basic steps:
- First, the administrator needs to create at least one Outlook Configuration by going to Setup > Administration Setup > Desktop Administration > Outlook Configurations. Additional configurations can also be setup, if groups of users within the organization should have different settings.
- Users can then download Salesforce for Outlook by going to Setup > Personal Setup > Desktop Integration > Salesforce for Outlook.
Salesforce for Outlook is significantly different than the previous product (Connect for Outlook), so there are a few important things to keep in mind:
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.