Configuring Your SalesDesktop: Useful Tips and Advices

September 29, 2011



If you have read our previous article carefully, your SalesDesktop should now be correctly installed and ready to be configured. So, let’s go through the configure process and address some important aspects of your Salesforce with Outlook integration set up.

  1. After you submitted your Salesforce credentials, SalesDesktop will automatically pull down the installation package that has been customized for your company’s implementation. It will also build the information model in your Outlook to contain things Outlook doesn’t normally “know” about, e.g. Opportunities, Leads and Accounts.
  2. Click on Filter Setting in the SalesDesktop Assistant (lower right corner of your screen) to open the Filter Records in the Synchronization Control Panel.
    Filtering is the way to control amount of data that comes from Salesforce to your Outlook. It’s dynamic and you can change it on the fly. We recommend you to start with our presets, since in this case SalesDesktop will bring down only the information you own or are responsible for in Salesforce.
  3. When Synchronization schedule automatically opens, select how often you would like to synchronize your records with Salesforce.
  4. In the Advanced Options, check or uncheck the "Include attachments" box depending on your preferences. By doing that you will have your emails added to Salesforce either with or without attachment.
  5. In this same window, you can also set up your Contacts, Tasks and/or Calendar events created in Outlook to be always automatically shared with Salesforce.
  6. When asked if you want to make all your current Outlook contacts shared with Salesforce, answer yes or no depending on your needs.Please remember, however, that if you chose to share your current contacts with Salesforce, it may cause duplicates, since some contacts may exist in both Outlook and Salesforce. We recommend answering "No" at this stage, since you can always select all the unshared contacts you want to add to Salesforce and share them collectively.
  7. Now your first synchronization starts and brings all your information from Salesforce down to your Outlook. Depending on the number or records you have it may take from 10 to 20 minutes.
    Please note that normal synchronization cycle usually takes 2-5 minutes depending on the number of changes made. The synchronization process is light and doesn’t freeze Outlook, so you can continue working with Outlook in the meantime.

For the visual SalesDesktop installation and configure walkthrough, please visit our YouTube Channel.
For any other outstanding questions, please contact our Support Team: support@invisiblecrm.com.

Coming up next: How to use your SalesDesktop: basic features and functions.



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