Salesforce.com Connect for Microsoft Outlook & “ to Saesforce” Setup

Unit Name Connect for Microsoft Outlook Free and available within the Salesforce CRM Great tool for Current MS Outlook and Salesforce users Enables end users to attach records to student leads, accounts, contacts, and cases Aids in data aggregation of all student communication Please Note: Connect for Microsoft Outlook requires Microsoft Windows 2000, XP or Vista. Also, it requires Microsoft Outlook XP (2002), 2003 or 2007.

Unit Name With Connect for Outlook, users can: Use the Salesforce.com address book to insert contacts and leads as recipients Add messages from Outlook to contacts, leads, accounts, assets, campaigns, cases, contracts, and opportunities in Salesforce.com Upload attachments to Salesforce.com Create a new case in Salesforce.com from a Outlook Associate contacts, calendar events, & tasks in Outlook with records in Salesforce.com Synchronize contacts, calendar events, & tasks between Salesforce.com and Outlook Synchronize custom field data between Salesforce & Outlook

Unit Name Installing Connect for Microsoft Outlook Go to the “Setup” area located in the top right corner

Unit Name Installing Connect for Microsoft Outlook Under “Personal Setup” click the “+”next to “Desktop Integration” to expand and view the underlying options and select “Connect for Microsoft Outlook” Click “Install Now”

Unit Name The Outlook Plugin Toolbar The SF toolbar will allow you to attach an to an object within the CRM

Unit Name The Outlook “Add ” button dialog box: Best Practice is to always search to see if a record pre- exists within the CRM

Unit Name The Outlook “Add ” button dialog box: If a pre-existing record is located select the record and click the “Add to Salesforce” button

Unit Name The “Add ” button dialog box: If no record is found then “in theory” you could use “Quick Create” links to open a basic form to create a new record, however for organizations using record types this seems to be problematic. It is suggested to simply create the object within the CRM, then attach the msg

Unit Name Gmail, Yahoo, & Other Integration Free and available within the Salesforce CRM Use “ to Salesforce” feature to track messages sent from Gmail, Yahoo, or other services within a salesforce record. Enables end users to attach records to student leads, accounts, contacts, and cases by affiliating the address in the “To” line Aids in data aggregation of all student communication

Unit Name Setting up to Salesforce Go to the “Setup” area located in the top right corner

Unit Name to Salesfore Setup Under “Personal Setup” click the “+” next to “ ” to expand and view the underlying options and select “My to salesforce”

Unit Name to Salesfore Setup Enter the gmail /yahoo address in the “My Acceptable Addresses” dialog box. Separate each address by a comma the click the save button. Please note you should copy the “ to Salesforce Address” to your address book to use in the BCC field of any message in which you would like to add the activity history to a related sf record.

Unit Name Google Calendar Sync via Appirio App Free and available to non-profits within the Salesforce CRM Enables end users to sync appointments & meetings in their Google Calendar with salesforce Aids in data aggregation of all student communication and interaction Allows you to easily view shared Google calendars within salesforce to check a co-worker’s availability Google Apps is already installed for SF Continuing Studies users, but Gmail setup & Appirio Calendar Synch setup is necessary

Unit Name Appirio Calendar Synch Select “Appirio Calendar Sync” from the drop down list

Unit Name Appirio Calendar Sync - Setup Select the “Calendar Sync” tab to enter the setup criteria

Unit Name Appirio Calendar Sync - Setup Enter your Salesforce.com password, Google Apps username, and password then click save You may need to Reset your security token in order to establish the sync connection

Unit Name Steps to Reset Security Token (if necessary) Setup  Personal Setup  My Personal Information  Reset My Security Token Click “Reset Security Token” button Check locate message from Salesforce.com Copy Security Token in the body of the message to the end of your salesforce password If you have any trouble with these step please view the “Appirio Calendar Sync Setup” video