Term
| What 3 objects can you sync between Salesforce & Outlook |
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Definition
You can synch
- Contacts
- Events
- Tasks
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Term
| What else can you do with Outlook Synch? |
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Definition
| Add emails to related Salesforce records |
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Term
| How do you navigate to Outlook Synch settings |
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Definition
Your name
Set Up
Desktop integration
Salesforce for outlook
View my Configuration |
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Term
| What 3 things will you see on Outlook Configuration Screen |
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Definition
- Objects to be synched (Tasks, Events, Contacts)
- Direction of Synch (i.e. one way or bi-directional)
- Conflict Behaviour (i.e. in the case of a conflict, which record wins)
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Term
| What are the 4 steps to installing Salesforce for Outlook |
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Definition
- Download the installer and open the wiazrd
- Login to Saleforce
- Choose the outlook folders to synch with
- Completion - red icon bottom left shows that your data will synch automatically - you can continue to work whilst this happens
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Term
| How often does synch occur? |
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Definition
Every 10 minutes but you can also synch manually |
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Term
| What happens as a result of synch with Salesforce? |
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Definition
You receive an Unresolved Items notification |
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Term
| If you receive an email in outlook, what button do you click to save the email reply into Salesforce? |
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Definition
Click the Send & Add button
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Term
Known Issues
Are Multi-day events supported in Salesforce Outlook Connect sync process? |
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Definition
No - Any event that spans over 24 hours or any event that starts and ends on different days is not supported.
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Term
| What is the solution for synching multi day events? |
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Definition
The user needs to edit the event and create recurring daily events for each multi-day event.
e.g. if an event starts on Monday 8 am and ends on Wednesday 6pm you would need to edit the event and create 3 single day events, one event for each day and mark each one of them for sync individually. |
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