User Guidelines for SalesDesktop: Getting Started

November 01, 2011



If you have run your first sycnhronization after the SalesDesktop is installed, you're probably wondering where the new folders are and what additional features and functions are now available.
The tips below will help you get started with our Outlook integration for Salesforce quickly and easily.

1.    Exploring new folders in Outlook
To make new folders visible (e.g. Leads, Accounts, and Opportunities), select the Folder List view.

Depending on the SalesDesktop edition you’re running, you will see:
In Community Edition:

  • Old Contacts folder that now contains Contacts that came from Salesforce (shared with CRM) and the ones that you had in this folder below (non-shared with CRM);
  • Extended Contact, Task and Calendar forms that now include CRM-related fields  (to open click New Contact or other respective button).

        In Professional Edition, all of the above plus:

  • New Accounts folder containing all the CRM Accounts;
  • New Account form to create/edit accounts (to open click New Account button).

        In Enterprise Edition, all of the above plus:

  • New Opportunities, Leads, and Cases folder containing respective CRM objects;
  • New Opportunity, Lead, Case forms to create/edit opportunities, leads and cases respectively (to open click New Opportunity or other respective button).

2.     Adding emails
There’re several ways Outlook emails can be added to Salesforce:

a.     Use the “Save Mail” button to add incoming and outgoing emails to a Contact, Account, Lead or Opportunity;

b.     Automatically add all the email correspondence related to a particular Account

or a Contact.

3.    Sharing other objects with CRM
There’re several simple sharing options:

  • CRM-native objects (i.e. Opportunities, Cases, Leads, Accounts) are always shared with Salesforce by default;
  • Tasks, Contacts and Appointments can be shared with Salesforce by clicking on the share bar.

    Click on it once again, if you want to un-share.
  • By right clicking on the SalesDesktop tray icon and choosing “Options…” you will launch SalesDesktop Options panel. Go to the “Advanced” tag and edit your sharing options for Contacts, Tasks and Calendar items if you’d like them to be always automatically shared with Salesforce.

4.    Using non-native CRM objects’ forms
You can now create and edit your CRM objects right in Outlook without opening your Salesforce CRM. Let’s take an Opportunity as an example.

  • To create a new Opportunity, go to Opportunities folder and click New Opportunity;
  • To edit an Opportunity, go to the Opportunities folder and use Outlook search field to find the Opportunity you need.

    Double click on it to open the form. When finished, click Save & Close.

5.    Exploring your new Outlook capabilities
With SalesDesktop installed, you now can:

  • Create/edit/delete Salesforce objects right in your Outlook;
  • Use Outlook categorization function to organize Salesforce objects in a convenient way;
  • Use Outlook search function to find Salesforce objects in your Outlook;
  • Work offline with all the CRM data you need without any preparations.

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: Using Filters Effectively.



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