You can "sync" Salesforce and Outlook with the "Salesforce for Outlook" plug-in, but you can't launch Salesforce from Outlook.
When you have the plug-in installed and running it communicates to Salesforce in the background (through Salesforce.com's API).
Here are the instructions on how to install the Salesforce for Outlook connector:
First you will need to get your Security Token sent to you by Salesforce - you will need that later in the process:A security token is an automatically generated key that you must add to the end of your password in order to log in to Salesforce from an untrusted network. For example, if your password is mypassword , and your security token is XXXXXXXXXX , then you must enter mypasswordXXXXXXXXXX to log in. Security tokens are required whether you log in via the API or a desktop client such as Connect for Outlook, Connect Offline, Connect for Office, Connect for Lotus Notes, or the Data Loader.
You are offered a security token if you try to access Salesforce from an untrusted network. Once you have been issued a security token, you have the option to reset this security token at any time.
To reset your security token, click Your Name | Setup | My Personal Information | Reset Security Token, and click the Reset Security Tokenbutton. The new security token is sent via email to the email address on your Salesforce user record.
If you have never been offered a security token, for example, because your organization restricts the IP addresses from which you can log in, theReset Security Token node does not appear in Setup.
Now you can install the connector...- Close Outlook.
- 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. If needed, you can use the .msi version of the installer.
- Open Outlook. The setup wizard opens, and the Salesforce for Outlook icon () 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 Depending on your organization, you may need to activate your IP address before you can connect to Salesforce for Outlook.
- 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 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 (), 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.
