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Salesforce CRM Admin Cookbook by Paul Goodey

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Setting up Salesforce for Outlook configurations within Salesforce CRM

Many users of Salesforce also have Microsoft Outlook as their e-mail application and in order to link Outlook data with Salesforce, salesforce.com has developed Salesforce for Outlook.

Salesforce for Outlook is an external application that installs onto the same computer as the Outlook application and it can be used to keep contact, event, and task records synced between Salesforce and Outlook.

A Salesforce for Outlook configuration comprises the settings and parameters that determine which data users can sync between Outlook and Salesforce CRM.

Salesforce for Outlook configuration also allows you to set up configurations that allow users to edit some of their own settings.

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