1 resposta
First, do you know if your administrator has configured a Salesforce for Outlook configuration?
The install is as follows:- Close Outlook.
- If you're upgrading Salesforce for Outlook, make sure you close it now. To do so, right-click the Salesforce for Outlook icon (_img alt="Salesforce CRM for Outlook system tray icon" src="https://help.salesforce.com/resource/HTHelpDocImages_174_14/outlookcrm_sync_on.gif" /_) in your system tray, then click Exit.
- In Salesforce, click Your Name | Setup | Desktop Integration | Salesforce for Outlook.
- If you want to see the email and sync settings your administrator has defined for you before you install, click View My Configuration.
- Click Download. Then click Save, open the saved file, and complete the installation wizard.Note _img src="https://help.salesforce.com/img/help/helpNote_icon.gif" /_If you don't yet have .NET 4 installed, the installation wizard installs it for you. Keep in mind, the installation wizard prompts you to restart your machine after it installs .NET 4. You then need to run the installation wizard again to complete the installation process. If needed, you can use the .msi version of the installer.
- Open Outlook. The setup wizard opens, and the Salesforce for Outlook icon (_img alt="Salesforce CRM for Outlook system tray icon" src="https://help.salesforce.com/resource/HTHelpDocImages_174_14/outlookcrm_sync_off.gif" /_) appears in your system tray. To manually open the wizard, right-click this icon and click Settings.
- To log in to a Salesforce site other than the default, click Change URL and pick the correct server. If the server you want isn't listed, select Other... and enter the URL, such as a pre-release URL or a custom domain used by your organization.
- Enter your Salesforce username and password.
- Click Approve. This creates a secure connection between Outlook and Salesforce. You won't have to log in again unless you encounter an error. If you click Deny, you'll return to the previous step.Note _img src="https://help.salesforce.com/img/help/helpNote_icon.gif" /_If your organization restricts IP addresses, logins from untrusted IPs are blocked until they're activated. Salesforceautomatically sends you an activation email that you can use to log in. This lets you connect without IP restrictions from anywhere.
- Click Next, and choose the folders you want to sync. You can use your default folders or click Change Folder and select or create a folder that's within your default folders or the main Mailbox folder.Important _img src="https://help.salesforce.com/img/help/important.gif" /_All data in these folders will sync with Salesforce. If you're syncing from Salesforce to Outlook or syncing both ways and delete a record in Salesforce, that record is automatically deleted in Outlook. Click the configuration link to see more details about how you're configured to sync.
- Click Next, and then click Done. A welcome message appears at the system tray icon (_img alt="Salesforce CRM for Outlook system tray icon" src="https://help.salesforce.com/resource/HTHelpDocImages_174_14/outlookcrm_sync_on.gif" /_), which is now active. If you're configured to sync Outlook items, all data in your selected folders syncs automatically. The icon spins to let you know when data is syncing.During active use, all updates sync automatically every ten minutes. If we detect no keyboard or mouse activity for 30 minutes, we change the sync frequency to 30 minutes. After two hours of inactivity, we sync hourly, and after four hours, we sync every four hours.
