How to Configure Salesforce for Outlook – Video Tutorial

This Video Tutorial will help to beginners on basic setup of Salesforce for Outlook.

  1. How to create Outlook Configuration
  2. Which objects can be synchronized
  3. Deciding on direction of Synchronization
  4. Creating DataSet
  5. Attach Email with any record
  6. Setting field mapping for Custom fields of Contact in Outlook and in Salesforce

Youtube Video Tutorial of configuring Salesforce for Outlook :






Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.