How to Work with Salesforce Remotely - dummies

How to Work with Salesforce Remotely

By Tom Wong, Liz Kao, Matt Kaufman

Salesforce lets you synchronize with Outlook so that key conversations or meetings in Outlook can be reflected and saved in Salesforce. For many companies, Microsoft Outlook is a critical piece of your work day: It’s how you communicate with customers and schedule your meetings.

And if you’re a road warrior as well, Salesforce provides various ways to log in from your mobile device and close that deal, without having to squint too much looking at that smaller screen.

Synchronizing with Outlook

Salesforce for Outlook is an updated version of what was previously known as Connect for Outlook. The new version (and hence the name evolution) allows you to automatically (or manually — it’s your choice) record Microsoft Outlook e-mails, meetings, and tasks into Salesforce.

If you’re the administrator responsible for maintaining accurate data in Salesforce, encourage your company to adopt Salesforce as the system of record or “the single source of truth” for customer interactions. For example, tell users to make updates to accounts and contacts in Salesforce rather than in Outlook.

Then, have them configure Salesforce for Outlook to allow Salesforce to win if a data conflict occurs between Salesforce and Outlook. By doing this, you can reduce common synchronization issues and influence greater Salesforce adoption.

If you discover that you accidentally deleted records in Salesforce while synchronizing, you can go to your Recycle Bin and restore those records within 30 days from the date you deleted the records.

Accessing Salesforce from your mobile device

In today’s world of tablets and mobile devices, you can be anywhere and access Salesforce. To best experience Salesforce from your mobile device, find the Salesforce Chatter app in the iTunes store (if you’re an iPhone user) or the Google Play marketplace (if you’re on the Android operating system).

They’re free to download and you get instant access to your most-viewed accounts, contacts, opportunities, cases, leads, and any other custom tabs specific to your company.

Importing Your Contacts

One of the keys to making Salesforce productive for you from Day 1 is to get your contacts into the system. If your contacts exist primarily in Microsoft Outlook, you might be better off synchronizing your data. Otherwise, Salesforce provides easy-to-use wizards that help you import contacts and accounts. (For example, if you have historical activity linked to contacts, you can’t import those records by using standard wizards.)