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Salesforce CRM Admin Cookbook by Paul Goodey

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Installing the Salesforce for Outlook software on a local machine

Now that we have created an Outlook Configuration, we can download and install the Salesforce for Outlook software to our local machine.

Getting ready

Before proceeding with the setup and installation, you should decide which Outlook contacts folder you want to use for the link between Salesforce and Outlook.

Note

If this, and the setup, is not considered appropriately, the sync between the two systems can result in duplicate records in either Outlook or Salesforce.

For this recipe, we are creating a contacts folder in Outlook specifically for the sync with Salesforce. We are naming the folder Salesforce and it is created in Outlook using the following steps:

  1. Click on the Contacts icon ...

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