Install: Connect for OutlookSave to DesktopConnect for Outlook - Wizard Ĭonnect for Outlook - Wizard Password + Security TokenConnect for Outlook - Wizard Ĭonnect for Outlook Setup - GeneralStep 2: When Outlook is set upIn Outlook “Tools” Choose “Salesforce Options”We will walk through the proper setup and what it means so you can change if you wantPassword + Security TokenConnect for Outlook Setup - ContactsĪdd Email: Adding to SalesforceStep 1: Outlook emails inboxStart with the most current email and make a decision to do something with itIf you have already responded, go to your sent emails folder, highlight that emailChoose “Add Email” from Salesforce menu iconsIf not, respond to the email and INSTEAD of hitting “SEND”, hit “SEND and ADD” and follow instructions on next pageĪdd Email: Adding to SalesforceAdding Email to Salesforce:Step 1Email address will appear in the Search window.Step 2 will appear in the Results window.
Security Token will be sent to your Email AddressConnect for Outlook SetupStep 1: Set up Outlook to sync with SFChoose “Setup”Choose “Desktop Integration”Choose “Outlook Edition”Choose “Install Now” First – Send your Security TokenRequest Security Token
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