Salesforce CRM Software For Outlook Enhancements In Spring 2011
Posted by Jay Rivard on Sun, Mar 13, 2011
The Salesforce CRM software for Outlook connector underwent some enhancements in the Spring 2011 release. The new enhancements include:
- Desktop Notifications: A new checkbox allows administrators to notify users when a product update is ready. When there's a new version of Salesforce for Outlook users see a system tray notification which will take them to the Salesforce CRM software for Outlook download page in Salesforce. Users are alerted every 14 days until they download the new version or hide system tray alerts.
- Retry Sync: The Error dialog box includes a new "Try Again" button that allows users to refresh the list of errors. When you click this button, Salesforce for Outlook syncs your data and removes any errors that have been resolved.
- OAuth: OAuth-based authentication is now used to securely store user login information. As a part of this enhancement, the setup wizard displays updated login steps, and users no longer need to manage password changes in Salesforce for Outlook. When you change your Salesforce CRM software password, it's automatically updated in Outlook. API tokens are no longer required!
- Auto-Sync for People you Follow: Outlook configurations include a new "Sync all contacts users follow in Chatter" checkbox that automatically syncs users' Chatter contacts.
- Add Email to Any Object: Allows users to associate emails with any object in Salesforce: opportunities, cases, and any other standard (or custom) objects.
- Activity Attachment: When you log an email in Salesforce, any attachments in that email are associated with the activity and the account. Powerful global search lets you find the attachment you exchange with customers -- all in the cloud.
These new CRM software enhancements may not be automatically visible. The feature is available, but may require some setup. If you or your Administrator is unsure on how to do this, please post a comment below and we will contact you!
For more information, or to request a free, one-hour consultation for your business, contact us at www.harvestsolutions.net/contact-us
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