It advertises itself as being able to transform your business by uniting marketing, sales, commerce, service, and IT to deliver the personalized experiences to your customers. Salesforce is available in both a web-app version, but you can also download it as a desktop client. Salesforce also features several add-ins, one of which is an add-in for Microsoft Outlook. Up until very recently, getting Salesforce for Outlook used to be extremely easy. All you needed to do is download the client from their website, and install it like your typical program. However, now things are a bit more complicated, and you need to modify some settings both in the salesforce dashboard and in Microsoft Outlook. So, we’ve compiled this neat guide will help you through the process step-by-step.
How do I install Salesforce for Outlook?
1. Prepare Salesforce for Outlook integration
2. Get the add-in through Microsoft Outlook’s add-in library
As soon as you see the Salesforce side-panel within Outlook, the process is complete. You will now be able to automatically sync contacts, events, and tasks between Outlook and Salesforce. What’s more importantly, you can see Salesforce contacts and leads related to your Outlook emails. Do you have other questions regarding how to use Salesforce or any of its services? Let us know in the comments section below. RELATED ARTICLES YOU SHOULD CHECK OUT:
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