In this chapter, we will cover the following recipes:
- Enabling the Email to Salesforce feature in Salesforce CRM
- Obtaining system requirements information for Salesforce for Outlook
- Setting up Salesforce for Outlook configurations within Salesforce CRM
- Installing the Salesforce for Outlook software on a local machine
- Configuring the Salesforce for Outlook software on a local machine
E-mail applications often allow a wealth of valuable information about users' business contacts and the communications with those contacts to be stored and managed by Salesforce CRM users.
Having visibility of this information within Salesforce is highly desirable by the users of Salesforce CRM. Additionally, users often want to continue using their e-mail applications alongside Salesforce and to feel confident that the two systems are automatically kept in sync.
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