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The newly created Opportunity will be listed in the Related Information in the Side Panel.ĭownload: Access the complete LinkPoint Connect: Outlook + Salesforce User Guide in. In Office 2013, we introduced Apps for Office to let our partners add capabilities to Office to extend it and integrate it with the services our users use every day to help them be even more. Everyday millions of people around the world use Outlook and Salesforce to help run their businesses. If additional fields are required to create the Opportunity, the user will need to enter the information in order to proceed. Download the new Salesforce App for Outlook. Tip: LinkPoint Connect will not override any business rules within your instance of Salesforce. Click Ok to create the record in Salesforce. Note that the Account Name field is prepopulated by LinkPoint Connect. Select Account Opportunity or Contact Opportunity on the Navigation Pane to display the Related Information for the Contact.Ĭlick the Smart Form icon to create a new Opportunity.Įnter any required or additional information in the Opportunity Smart Form.
Select an email and note that the Side Panel displays the related Contact information. Contact your internal IT admin for more information.Ĭlick the images throughout the Knowledge Base to see full size versions of screen captures.Ĭreating a New Salesforce Opportunity from Outlook
Tip: Depending on how an organization has configured LinkPoint Connect to mirror your existing business processes, users may not have all of the options described in the following section.
#CREATE RECORD THROUGH SALESFORCE FOR OUTLOOK PLUGIN HOW TO#
In this section, you will learn how to create a new Salesforce Opportunity from Outlook. Relate email or Events and attachments to Salesforce records, and create Salesforce records directly in Outlook. LinkPoint Connect helps users remain in Outlook while creating new Salesforce records with minimal manual data entry. Salesforce for Outlook A Microsoft Outlook integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.