Setting up Outlook Saleforce Sync




About this tutorial:

Video duration: 12:39
This tutorial shows you set up and functionality of the Outlook/Salesforce sync. The demo is done using Office 365.

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3 thoughts on “Setting up Outlook Saleforce Sync

    Michael Greco

    (July 27, 2018 - 11:52 am)

    Thanks for the video. Can it sync every email automatically or does it have to be manual?

    Carmen Parisenti

    (July 27, 2018 - 11:52 am)

    How about sent emails? Is the process the same?

    Ira Denysova

    (July 27, 2018 - 11:52 am)

    alesforce App for Outlook is great for Office 365 users. But it doesn't work for native Outlook 2007, 2010 and 2013. I suggest taking a look at ContactMonkey. It not only let's you view a person's Salesforce record like Salesforce App for Outlook, but it also let's you edit their record right within the Outlook inbox. It also logs outbound and inbound emails into Salesforce including custom objects.

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