Salesforce Features
Desktop Integration
Salesforce Connect for Lotus Notes
A Productivity Boost for Your Users
All Editions
• Keep data in sync no matter which app you’re working in
• Eliminate double entry
• Increase user adoption
Summer ’07 makes it easier for Lotus Notes users to synchronize their data with Salesforce. In addition to the email, contacts, calendar, task, and address book synchronization available in previous versions of Salesforce Connect for Lotus Notes, this version adds new features for even great productivity.
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.
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Connect Outlook 3.0
Work More Productively in Your Favorite Applications 
- Keep Outlook and Salesforce data in sync no matter which app you’re working in
- Synchronize key contacts, calendar events, and tasks
- Easily connect records in Outlook with critical data in Salesforce
Outlook users enjoy high levels of productivity with Apex Connect Outlook—formerly called Outlook Edition—which makes it easy to synchronize important customer data between two commonly used applications. With Connect Outlook 3.0 in Spring ’07, productivity for Outlook users gets another boost with several enhancements. Users can add emails with attachments, create contacts and leads directly in Outlook, and create relationships between calendar events and associated objects such as accounts and opportunities.
This feature is LIMITED RELEASE—All Editions
Connect Lotus Notes
Driving Greater Sales Rep Productivity
- Efficiently work in either Lotus Notes or Salesforce
- Synchronize key contacts, calendar events, and tasks
- Connect records in Lotus Notes with critical data in Salesforce
Lotus Notes users enjoy a productivity boost with Connect Lotus Notes, new in Winter ’07. Users can easily synchronize important customer data between two of their most commonly used applications. With this new capability, sales reps can remain productive working in either Lotus Notes or Salesforce without having to switch back and forth between the two.
This feature is available in all Editions
Outlook Edition 2.0
Many Salesforce users also rely on Microsoft Outlook for desktop email,
contact management, and scheduling. Seamless integration between
Salesforce and Outlook is critical for reducing administrative time in
using the two applications. Winter ’06 provides the next generation of
integration between Microsoft Outlook and Salesforce to enable users to
easily synchronize information between them. Combined email, contact,
calendar event, and task integration between Outlook and Salesforce
make working in both environments simple and transparent.
This feature is available in team, professional and enterprise editions.
