Salesforce Features
Salesforce Connect for Microsoft Outlook
Greater Efficiency for Dual Salesforce/Outlook Users
IN GENERAL RELEASE WITH SUMMER ’07 – All Editions
• Keep data in sync no matter which app you’re working in
• Eliminate double entry
• Increase user adoption
With the general availability of Salesforce Connect for Microsoft Outlook, you have the ability to fully connect Salesforce with Microsoft’s popular email application. In addition to the email attachment, custom objects, and activity-object association features that were included in the limited release of Connect for Outlook, the version in general availability with the Summer ’07 release includes several additional features to make your users more productive in working with Salesforce and Outlook.
Training and Documentation
Feature Details
• Support for Windows Vista and Outlook 2007: With Summer ’07, you can synchronize your data between Salesforce and the latest versions of Microsoft Windows and Outlook.
• Email Attachments: To address the number-one user request for Connect for Outlook, users can upload attachments with emails in one easy step.
• Support for Custom Objects: In addition to access for standard Salesforce objects, you can access your custom objects from within Outlook.
• Activity-Object Association: Create associations between activities in Outlook and objects in: Salesforce; for example, associate an Outlook meeting with a Salesforce lead and opportunity.
• Quick Create: Save time by also adding new contacts, leads, and accounts to Salesforce directly from Outlook at the same time you add an email or case.
Note: This feature is enabled by default.
3 Comments
July 4
When will the Microsoft Office Version 2007 be compatible with Salesforce desktop integration?
tahnk you
July 9
Very pleased to see support for custom objects. We have many custom objects and once this version goes live we'll be able to start logging emails correctly against the right objects.
July 16
Will this support Multi-day activity?