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Salesforce CRM Admin Cookbook by Paul Goodey

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Configuring the Salesforce for Outlook software on a local machine

Now that we have installed the Salesforce for Outlook software, we can now proceed to configure the software on our local machine.

How to do it...

Carry out the following steps to configure the Salesforce for Outlook software on a local machine:

  1. Open Outlook.

    Note

    Ensure that you have considered the creation of a Salesforce-specific contacts folder as described in the Getting ready section of the Installing the Salesforce for Outlook software on a local machine recipe. You can do this using the folder called Salesforce (for example) as shown in the following screenshot:

    How to do it...
  2. Now, right-click ...

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