Personally, my view is that Salesforce for Outlook is actually a distraction. My views post rolling out Salesforce for Outlook A good idea is to get clear sign off from the business as to what is required. The more users and more locations you are deploying to, the more complicated things are going to get. For example, do you really want to sync all Events to Salesforce automatically? Or would you prefer users to have the autonomy to sync only particular Events? What sync direction do you want? Your business needs to understand the impacts of this. Obviously, the best practice is to try out with a pilot group first of all to identify the most optimum Salesforce for Outlook customization for your use case. Sessions were scheduled too, to train users up on the tool. Documentation was provided to users before hand and training msi version toĪll users during a weekend.

gave that to the IT department who then pushed the.

provided that information in an Excel spreadsheet along with the.

I got the computer names of all users who required the programme via.

I rolled out Salesforce for Outlook to ~ 200 users in the past. If the Download button is unavailable, ask your administrator to assign you to an Outlook

From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook.Ĥ. To do so, right-click the Salesforce for Outlook icon (Salesforce CRM for Outlook system tray icon) in yourģ.

Later in this unit, we’ll show you a list of resources youĬan share with your reps to get them started.īoth versions of the installer are available from personal settings inĢ. Pretty easy for your sales reps to download and install Salesforce for If you don’t have IT resources at your disposal, it’s Multiple versions, which makes it harder to troubleshoot problems and msi installer ensures that all of your reps Latest version of Salesforce for Outlook. Remember, it’s necessary for reps to periodically upgrade to the Videos to train them to install the software on their Windows systems.

Provide your reps with our user guides and.

Which your IT pros can use to manage and push installations to all of Your IT department to roll out the software using our. Roll out Salesforce for Outlook in one of two ways. exe to the machines of users during a weekend or period of inactivity. msi version to your IT team, who will then install the. The best way to achieve this is to provide the. Yes, as per the release notes and the Salesforce for Outlook Trailhead module, you will need to install the program to all users who require Salesforce for Outlook.

Salesforce plugin for outlook 365