Installing Salesforce for Outlook Software on a local machine

Download Free Salesforce Training Materials with Realtime Scenarios

Installing Salesforce for Outlook Software on a local machine : In our previous salesforce tutorial we have learned about How to set different outlook configuration settings in salesforce. In this CRM salesforce Training Tutorial we are going to learn how to install Salesforce for Outlook software..

Before installing  software on a local machine(Our PC) we have to follow below steps.

  • Enable the Email to salesforce feature in Salesforce.com
  • Obtain system requirements information.
  • Setting different configuration settings.
  • Installing software on a local system.
  • Configuring different software settings on a local machine.

Installing Salesforce for Outlook Software on a local machine

Open Microsoft Outlook in Microsoft Office which is installed in our Computer.

Now Go to Contacts.

Installing Salesforce for Outlook Software on a local machine

Now Right-Click on Contacts.

Installing Salesforce for Outlook Software on a local machine

Select New Folder and name as Salesforce as shown below.Installing Salesforce for Outlook Software on a local machineClick on OK.

Some conditions to be followed after setup and configuring Salesforce for Outlook software are as follows.

  • Syncing method between Salesforce and Outlook.
  • Setting common time Zone for users.
  • Automatic insertion of e-mails into Salesforce.

Now Close Outlook .

Downloading Salesforce for Outlook Software.

Go to Setup=>Desktop Integration=>Salesforce for Outlook.

Installing Salesforce for Outlook Software on a local machine

Select Download Button as shown above.

Installing Salesforce for Outlook Software on a local machine

Select Save.

Installing Salesforce for Outlook Software on a local machine

Now Double click on the downloaded application.

Installing Salesforce for Outlook Software on a local machineSelect Next Button.

Installing Salesforce for Outlook Software on a local machine

Accept all the terms and click on Next Button.

Installing Salesforce for Outlook Software on a local machine

Select Next.

Installing Salesforce for Outlook Software on a local machine

Select Install.

Installing Salesforce for Outlook Software on a local machine

Finally select Start Salesforce for Outlook and Finish button.

Salesforce for Outlook Installations has been successful and a shortcut appears on the desktop.

Installing Salesforce for Outlook Software on a local machine

Next Salesforce training tutorial we be on configuring the Salesforce for Outlook software on a local machine.