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 :

Posted

in

,

by


Related Posts

Comments

Leave a Reply

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

Discover more from Jitendra Zaa

Subscribe now to keep reading and get access to the full archive.

Continue Reading