Salesforce Outlook Sync For Mac

воскресенье 28 октябряadmin

Salesforce is a CRM tool and Outlook is an email application. Google excel for mac. Outlook for salesforce is an integrated package to integrate Outlook with Salesforce.

Does Salesforce for Outlook work on a Mac? The short answer is “no”. But don’t leave this blog post yet because Mac users have an awesome solution. What is Salesforce for Outlook?. “Salesforce for Outlook is a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails, attachments, events, and tasks to multiple Salesforce contacts, and view Salesforce records related to the contacts and leads in your emails and events—all directly in Outlook.” Almost every has a requirement for us to configure “Salesforce for Outlook“. When users integrate Salesforce and Outlook together the user has the option to interact with Salesforce from their Microsoft Outlook client by utilizing the side panel that gets installed into your Outlook instance.

Why Doesn’t Salesforce for Outlook Work on a Mac? The reason Salesforce for Outlook does not work on a Mac is because the Microsoft Outlook for Mac currently has no ad-on framework built into it. This means that it does not allow the installation of Salesforce for Outlook. So this lack of capability is not due to Salesforce but rather to Microsoft. So far Microsoft has indicated it does not have plans to make an add-on framework available for the Microsoft Outlook for Mac but hopefully the recent will bring Salesforce for Outlook to Mac users. How Mac Users Can Integrate Salesforce for Outlook As of the publication of this blog post a mac user cannot utilize the Salesforce for Outlook capability from Salesforce.

But with a third-party app off the Salesforce AppExchanage Mac users would be able to obtain this capability. In our opinion the best Salesforce for Outlook app for Mac users is the. (You can find information about the app too from the website.) Cirrus Insight for Outlook is $19/month/user (when paid annually) but it has a free trial associated with. Don’t wince yet over the cost because the app alone far exceeds the Salesforce for Outlook Connector (which is free with a Salesforce license). As a matter of fact, many of our clients who use Salesforce for Outlook on PCs end up switching to Cirrus Insight for Outlook because they want the capabilities that their Mac-using colleagues have.

Mac

• Available as One-time license or Subscription • Core data objects - contacts, accounts, opportunities, calendar, tasks, categories • Integrates with your device's Caller ID, email, and maps • Supports all Salesforce CRM editions • Appointments linked to contacts, phone number, maps, and email address Resources • Setup guide for • Setup guide for • Setup guide for • Setup guide for How it works CompanionLink keeps the Salesforce.com Sales Cloud tightly integrated with Android, iPhone, iPad, Windows Phone, and BlackBerry devices. Our mobile app, called, holds Salesforce data for a fast and intuitive CRM experience on your mobile without the lag and latency involved with other solutions that offer just web-based access to your CRM data.

You can also synchronize with other products like Microsoft Outlook and IBM Notes, or cloud services like Gmail, Google Apps, and Office 365 accounts. Three components work together to keep everything syncrhonized: CompanionLink desktop software, our DejaCloud wireless service, and our DejaOffice CRM mobile app. All three are available for a one-time license or subscription - choose the model that works for you!