Configuring Salesforce for Outlook Software on a Local Machine

In our Previous Salesforce Training Tutorial we have learned how to install Salesforce for Outlook Software on a local machine. In this Salesforce Tutorial we are going to learn Configure Salesforce for Outlook Software on a local machine after installing Salesforce for Outlook Software on a local machine.

Open Outlook.

Configuring Salesforce for Outlook Software on a Local Machine

Configuring Salesforce for Outlook Software on a Local Machine

Here we don’t any contacts in Outlook. Now Double-Click on the small gray icon at task bar.

Configuring Salesforce for Outlook Software on a Local Machine

After Clicking on Settings Login window will appear.

Configuring Salesforce for Outlook Software on a Local Machine

Enter Username and Password to log in and Click on Login.

Configuring Salesforce for Outlook Software on a Local Machine

Now a window is appeared to grant permissions. When we click on Allow button  a secure connection will be established between Outlook and Salesforce. When secure connection is established no need to enter username and password again.

Now Click Allow.

Configuring Salesforce for Outlook Software on a Local Machine

For Contacts Click on Change Folder then a new popup window will appear as shown below.

outlook16.Configuring Salesforce for Outlook Software on a Local Machine

Select on Salesforce and Select on OK Button.

Select Next Button.

Configuring Salesforce for Outlook Software on a Local MachineDo not allow any private items to sync and Select Save.

Configuring Salesforce for Outlook Software on a Local Machine

After finishing settings gray item icon is changed to Red Icon. Select Close Button.

Configuring Salesforce for Outlook Software on a Local Machine

To test how many contacts are synced, the contact records in Salesforce appears in the Salesforce folder as shown above.

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