Salesforce for Outlook

Troubleshooting SalesForce for Outlook Connector Issues
From time to time you will encounter issues with the SalesForce for Outlook connector.  There will be instances where the panel says, “you’re not connected ...
Fri, 18 May, 2018 at 1:13 PM
How do I create a Contact record from Outlook?
This article outlines the steps required to create a Contact record in Salesforce from Outlook. Click on the relevant Outlook email (via In...
Fri, 18 May, 2018 at 4:24 PM
How do I search for a Contact record from Outlook?
This article outlines the steps required to search for a Contact record in Salesforce from Outlook. Click on the relevant Outlook email (vi...
Fri, 18 May, 2018 at 4:27 PM
How do I view a Salesforce Task in Outlook?
This article outlines the steps required to view a Salesforce Task in Outlook In the Contact record click on Open Activities ...
Fri, 18 May, 2018 at 4:32 PM
How do I record an Outlook email against an Organisation in Salesforce?
This article outlines the steps required to record an Outlook email against an Organisation record in Salesforce. Click on the relevant emai...
Fri, 18 May, 2018 at 4:37 PM
How do I record an Outlook email against a Contact in Salesforce?
This article outlines the steps required to record an Outlook email against a Contact record in Salesforce. Click on the relevant email in ...
Fri, 18 May, 2018 at 4:49 PM