Live Online Workshop - Using Salesforce For Outlook

You manage your customers data & opportunities in Salesforce CRM but communicate with them in Outlook. Your meetings & appointments are scheduled Outlook. Any changes to your customer's contact information should be updated in Salesforce as well as Outlook. Any emails sent to your customer from Outlook should be reflected in Salesforce also to get the complete picture.

Marrying the two systems has obvious benefits - Increased efficiency, productivity and being on the top of information. With Salesforce for Outlook you can automatically synchronize the data between Salesforce & Outlook without going through manual data entry chore.

Salesforce For Outlook Training

In this workshop we will walk you through the steps of integrating your Salesforce instance with Outlook and automate the process of synchronizing contacts, calendars, events & tasks. The workshop contains live demo along with step-by-step instructions to get you started immediately. Not only that, if you face any problem in configuring or using Salesforce for Outlook our instructors will help you in resolving the issue.

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Workshop Contents


  • What is Salesforce for Outlook?
  • Benefits of using Salesforce for Outlook
  • Creating Outlook configuration in Salesforce and assigning users
  • Installing Salesforce for Outlook
  • Sending emails from Outlook and synchronizing with Salesforce
  • Synchronizing Contacts
  • Synchronizing Events
  • Synchronizing Tasks
  • Using Side Panel for Outlook
  • Resolving synchronization conflicts

Audience


Salesforce.com and Outlook users who wants to automate the process of synchronizing data between the two systems. Please note that Salesforce for Outlook is available only on Windows PCs (it is not available on Mac as of now).

Duration


The total duration for this workshop is approximately 1.5 hours.

Schedule


Click here to view the schedule, course fee & to register for this live online Workshop.