Connect for Outlook 3.0 Functional Overview
Many Salesforce users also rely on Microsoft Outlook for desktop email, contact management, and scheduling. Seamless integration between Salesforce and Outlook is critical for reducing administrative time in using the two applications. Use this functional overview to:
- Help users synchronize Contacts, Tasks, and Calendar events
- Associate Outlook email messages with Contacts, Events, and Tasks
- Create Tasks and Cases from Outlook email messages
- Map custom fields in Salesforce to fields in Outlook
- Save time entering data in both salesforce.com and Outlook
This feature is available in Group, Professional, Enterprise, and Unlimited editions.
