Hello, I'm looking for help setting up Salesforce for Outlook for our organization. We are just newly setting up our SFDC system for our company in general, so we are fairly green.
What I want is the ability for sales reps to use Outlook for all of their email communications, and have all of those emails tracked and associated in Salesforce. As far as I understand, this is basic functionality of the SF for OL plugin, so that part is fine.
BUT... we need support for attachments and multiple emails addresses per-user.
Ideally reps would have the ability to include attachments like Sales collateral documents (to which they would have access directly from their Outlook) and have it tracked and logged in SFDC. I understand that the Libraries functionality is a good place to house all of the documents, but I don't know how to link this with Outlook in any way.
Also - I know how to change my own Email to Salesforce settings, however as an Admin is there any way of changing these for other users (ideally as a blanket rule, not user-by-user).
Please, if anyone has any guides to get us pointed along the right track we would be greatful.
Regards and thanks.
4 answers
You can have attachments that are sent via outlook saved to SF and have multiple sent from email addresses. Those are configurations per user. Go to Setup>Email>My Email to Salesforce and add to "My Acceptable Email Addresses" and check "Always save email attachments"
As far as I know you cannot attach documents saved in SF already from Outlook. You would have to send those in an email from SF itself.
