How can I use Salesforce Calendar Sync with Outlook?

1. Click on New Items-->Meeting

Meeting.png

2. Click the "Sync to Salesforce" icon in your Outlook ribbon.

               a. Select the correct contact or lead in your Salesforce account

               b. Select the correct account or opportunity in your Salesforce account.

sync_to_salesforce.png

 

The Calendar event will be associated with the selected Contact/Lead or Account/Opportunity.

You can learn more here: http://www.yesware.com/blog/calendar-sync-for-outlook/

Have more questions? Submit a request

0 Comments

Article is closed for comments.