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outlook connector sync
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03-05-2010 04:51 PM
Is there a way to automaticly sync all your email communication with leads back to salesforce from outlook without having to mark individual emails to be synced? What about just all?
Re: outlook connector sync
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03-12-2010 08:25 AM
Anyone? I have enterprise sf.
Re: outlook connector sync
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03-16-2010 12:21 PM
Hi tfurber,
When you send an e-mail from Outlook to someone, and you want a copy of the e-mail also to be in Salesforce.com, instead of just hitting the 'Send' button in Outlook, hit the 'Send and Add' button.
This will send the e-mail to the person as well as allow you to associate the e-mail to the proper Lead or Contact in Salesforce.com.
While it is not automatic, it really does not take that long to do.
Hope this helps.
Eric

