Making Your Salesforce with Outlook Integration Easy and Trouble Free

September 19, 2011



Salesforce integration with Outlook should be as effortless and painless for you as possible, regardless of the amount of seats you deploy, previous integration solution you have used or Outlook version you’re running. This is an automation and productivity tool designed to make your life easier after all.

With this post, we address several steps that will help you prepare your Outlook for SalesDesktop installation and make it an easy, one-step process.
 

Double check the following requirements

  1. You’re running Microsoft Windows XP SP2 or higher OR Vista OR Windows 7 (any edition)
  2. You’re running Microsoft Outlook 2003 SP3 OR Outlook 2007 SP2 OR Outlook 2010 (32-bit)

Uninstall you previous Outlook integration solution (if any)
You should use only one solution at a time because they sync the same data between your Salesforce account and your Outlook independently. This will cause duplicates in your Outlook.

  1. Uninstall the Connect for Outlook OR Salesforce for Outlook (or any other solution you’re using)
  2. Clean your Contacts and Tasks folders from the records with Category equal <Salesforce> (this category is assigned to all downloaded Salesforce records)
  • Go to Contacts (or Tasks) folder
  • Sort your Contacts (or Tasks) by Category
  • Select and Delete all the Contact (or Task) records with <Salesforce> category 

3. Clean your Calendar from the records with Category equal <Salesforce>

  • Go to your Calendar
  • In the View Tab -> Current View Group select Change View -> List
  • Sort your Calendar items by Category
  • Select and Delete all the Calendar items with <Salesforce> category

Coming next: Installing SalesDesktop -- your Salesforce with Outlook integration solution.

For more information on SalesDesktop please visit SalesDesktop page and read SalesDesktop FAQ.



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