- How to add salesforce to outlook 2013 for free#
- How to add salesforce to outlook 2013 how to#
- How to add salesforce to outlook 2013 install#
- How to add salesforce to outlook 2013 software#
NET Framework 4 Client Profile which comes pre-loaded on Windows 7 and above. Tip: LinkPoint Connect relies on a common Microsoft technology called.
How to add salesforce to outlook 2013 install#
Then, click Back to make changes or click Install to start the installation.
How to add salesforce to outlook 2013 software#
By default, the Installer will place the LinkPoint Connect software on the system hard drive. Select the installation preferences within the Custom Setup screen. Select the I accept the terms in the license agreement option, and then click the Next button to proceed.Ĭonfirm that Microsoft Outlook is closed and click the Next button. Save the file named LinkPointConnectSF.exe to your computer and then open it to launch the Installer.Ĭlick Next within the LinkPoint Connect for Salesforce – InstallShield Wizard to start the installation process. Select the link for the LinkPoint Connect installer provided in the welcome email, or enter the URL in your browser address bar and press enter.
How to add salesforce to outlook 2013 how to#
In this section, you will learn how to install the LinkPoint Connect software.Ĭlick the images throughout the Knowledge Base to see full size versions of screen captures.
How to add salesforce to outlook 2013 for free#
All methods provide access to the same Installer for free trial and licensed users. To get started, users must download the LinkPoint Connect Installer, which is accessible via the Salesforce AppExchange, the LinkPoint360 website, or a direct link provided by a LinkPoint360 Account Executive. If you want to purchase additional licensing, consider Salesforce Inbox, we’ll cover that in a different blog.LinkPoint Connect: Desktop Edition is a PC-installed application that allows users to work with and create Salesforce data directly within Microsoft Outlook. If using any Terminal Server environment one of these can be used.A large list of Appexchange solutions are available, these existed prior to the Lightning functionality described above.Sync preferences are configured inside Salesforce and users are assigned to the configuration(s).Background, server based sync of Contacts and Events:.Supported versions are Exchange 2013 (Service Pack 1), 2016 and Exchange online.
Connect via OAuth 2.0 or Service Accoun.Works in conjunction with Lightning for Outlook.Enhanced setting allows for Emails to be stored in their own related list in Salesforce – if not enabled emails are added as Tasks.Email only, for Contacts and Events sync, see Lightning Sync.Outlook Clients must support add-ins (Outlook 2013/2016 and Outlook web app).Lightning for Outlook (+ Enhanced Email for Lightning for Outlook).Client side using Microsoft supplied desktop add-in:.Passive sync – data is synchronised when that email client is fired up on each user’s computer.Tasks and Events can be sync’d in the background.Configuration for what is sync’d is controlled in Salesforce.Requires each user to install the software on their client machine running Outlook.Client side using Salesforce supplied desktop add-in, supports older releases of Outlook clients:.Often used in conjunction with one of the methods below.Provides a solution to tablet users, utilising a tablet email client as this is simply another email address they are copying on outbound emails.Salesforce consumes the email and applies filters based on each SF user’s configuration setting.Each SF user has their own unique address that they cc in the outbound email.Email to Salesforce allows any outbound email from any email client to send a copy to Salesforce:.We’ll start with functionality that doesn’t require additional licensing: With so many options available, how do you make a decision on the right way to connect Outlook and Salesforce? Here are some tips to help you in that process.
0 kommentar(er)
