Microsoft Outlook ma Salesforce i Sync

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SYNCING MICROSOFT® OUTLOOK® MA FA'AVAE FA'AVAE

Afai e taua uma Outlook ma Salesforce i au galuega masani i aso uma, e mafai ona e faʻateleina lau gaosiga e ala i le otometi faʻatasi i le va o faiga e lua. Salesforce mo Outlook, o le Microsoft® Outlook® integration application e te fa'apipi'iina, fa'afetaui feso'ota'iga, mea tutupu, ma galuega i le va o Outlook ma Salesforce. I le faaopoopo atu i le faʻamaopoopoina o nei mea, e mafai ona e faʻaopopo imeli Outlook, mea faʻapipiʻi, mea tutupu, ma galuega i le tele o fesoʻotaʻiga Salesforce, ma view Fa'amaumauga a le Salesforce e feso'ota'i ma feso'ota'iga ma ta'ita'i i au imeli ma mea na tutupu-sa'o uma i Outlook. Atonu e mafai ona e fa'avasega mea e te fa'amaopoopoina ma fa'atonuga fa'atonu i le va o Outlook ma Salesforce. E fa'atulaga e lau pule le tulaga e mafai ona e fa'avasegaina ai nei fa'atulagaga i Salesforce. I totonu o lenei taʻiala, o le a e aʻoaʻoina ai faʻamatalaga sili ona taua e tu i luga ma faʻagasolo ma Salesforce mo Outlook.

O le a le mea e alu i fea?

I le tele o tulaga, e fa'atūina e fa'alapotopotoga le Salesforce mo Outlook e fa'afetaui feso'ota'iga, mea tutupu, ma galuega i auala uma i le va o Outlook ma Salesforce. Ole mea lea e fa'amautu ai au fa'amaumauga e otometi. O lau fa'alapotopotoga, peita'i, e ono 'ese'ese i mea e mafai ona e fa'amaopoopo ma le itu e te fa'atasi. Mo example, e mafai e lau fa'alapotopotoga ona fa'afetaui na'o feso'ota'iga ma mea e tutupu mai Salesforce i Outlook. Afai ua fa'atulaga lau fa'alapotopotoga e fa'aopoopo imeli ma fefa'asoaa'i gaioiga, e te filifilia na'o imeli e te mana'o e fa'aopoopo i fa'amaumauga a le Salesforce o lau filifiliga. Aemaise lava, e mafai ona e faʻaopoopoina se imeli i le tele o fesoʻotaʻiga, ma i le tasi faʻamaumauga e mafai ona e faʻafesoʻotaʻi ai galuega, e pei o se tala, se mataupu, poʻo se avanoa.

MAUA SE MATUA MAUGA VIEW O LAU GALUEGA FA'AVAE

Tatou toe vaveview pe fa'apefea ona e fa'amae'aina lau galuega tu'ufa'atasi a Outlook ma Salesforce e fa'aaoga ai le Salesforce mo Outlook v2.2.0 pe mulimuli ane.

Fa'amaopoopo au Feso'ota'iga, Mea na tutupu, ma Galuega

Fa'atasi mea i le va o Outlook ma Salesforce e faigofie ma otometi. A'o le'i faia so'o se syncing, e tatau ona e filifili pe e te mana'o Salesforce mo Outlook e fa'amaopoopo au mea uma, pe na'o mea e te fa'ailoa mai. Afai e te filifili e faʻamaonia mea e te manaʻo e faʻafetaui, e te faia faʻapea.

1. Filifili mea e te mana'o e fa'amaopoopo. E mafai ona e filifilia ni mea se tele pe a e oomi le CTRL a'o e kiliki aitema.
2. Kiliki-matau se mea ua filifilia, ona filifili lea Fa'avasega> Fa'atasi ma Salesforce. O mea o le a otometi lava ona fa'atasi i le isi ta'amilosaga fa'atasi.

Galulue fa'atasi ma Salesforce Fa'amaumauga sa'o ile Outlook

Matou te malamalama e mafai ona e faʻaaluina le tele o lou taimi e faʻatau atu ai i au tagata faʻatau aʻo e galue i Outlook. Ina ia fesoasoani ia te oe i le faagasologa o le faatauina atu, ua matou aofia ai le Salesforce Side Panel, lea e aliali mai i Outlook.

Mauaina o se Tulaga Maualuga View o Lau Galuega Tuufaatasi

A e filifilia se imeli mai le Inbox poʻo se mea na tupu mai le Kalena i Outlook, o le Salesforce Side Panel e faʻaalia le fesoʻotaʻiga Salesforce ma taʻitaʻia faʻamatalaga saʻo i Outlook. A mae'a ona fa'ataga e lau pule le itu i lau fa'atulagaina o Outlook, e fa'aali atu e le laulau o le itu e o'o atu i le 10 feso'ota'iga ma ta'ita'i mai lau imeli po'o mea na tupu Mai, To, ma Cc fanua. E le gata i lea, o le Salesforce Side Panel:

• Faʻaalia le tele o gaoioiga e fa, avanoa, ma mataupu e fesoʻotaʻi ma fesoʻotaʻiga ma taʻitaʻia o loʻo faʻaalia i le itu o le laulau.
• Fa'atagaina oe e fa'aopoopo imeli Outlook ma latou fa'apipi'i i le tele o fa'amaumauga a Salesforce.
• Fa'atagaina oe e fa'aopoopo mea tutupu ma galuega a Outlook i le tele o feso'ota'iga ma le isi fa'amaumauga e mafai ona e fa'afeso'ota'i ai galuega, e pei o se tala, se mataupu, po'o se fa'amaumauga o mea masani.
• Su'e fa'alua feso'ota'iga po'o ta'ita'i. E te filifilia mea e sili ona talafeagai e faʻaalia i le itu laulau.
• E aofia ai se vaega Su'esu'e e su'e ai fa'amaumauga fa'aopoopo Salesforce.
• E aofia ai sootaga i view fa'amatalaga fa'amaumauga atoa sa'o i Salesforce.

O le auala lea e te fa'aogaina ai le laulau pito.

1. Filifili se imeli poʻo se mea na tupu i Outlook.
2. Review le anotusi Salesforce o loʻo faʻaalia i le itu o le laulau, lea e faʻaalia ai fesoʻotaʻiga ma taʻitaʻia e faʻatatau i le faʻatonuga o loʻo faʻaalia i lau imeli poʻo mea na tupu mai, To, ma Cc fanua. Mo feso'ota'iga ta'itasi ma ta'ita'i, e faigofie lava ona fai view gaoioiga fa'atatau, avanoa, ma mataupu. Afai e te mana'o iai view fa'amatalaga atoa fa'amaumauga, na'o le kiliki i luga o le so'otaga o fa'amaumauga e tatala sa'o ai i Salesforce. Ina ia fa'aopoopo lau imeli po'o mea na tupu i fa'amaumauga a le Salesforce o lau filifiliga, kiliki i talaane o na faamaumauga. E otometi lava ona fa'apipi'i fa'apipi'i imeli pe a e fa'aopoopoina se imeli i le Salesforce, se'i vagana ua fa'atagaina e lau fa'alapotopotoga le fa'ailoga e mafai ai ona e filifili fa'apipi'i imeli patino. I lena tulaga, o le a e vaʻai i tafatafa o mea faʻapipiʻi taʻitasi i lau laulau itu. Kiliki le atigipusa e faʻaopoopo na mea faʻapipiʻi i Salesforce. Afai e iai sau Fa'amatalaga Fa'aagafesootai ma Fa'afeso'ota'i fa'aogaina i le Salesforce, o le itu o lo'o fa'aalia ai le Facebook® po'o le Twitter™ pro.file ata—po o fea lava na e filifilia e fa'aali i Salesforce mo na feso'ota'iga ma ta'ita'i.
   Mauaina o se Tulaga Maualuga View o Lau Galuega Tuufaatasi
3. Filifili isi feso'ota'iga ma ta'ita'i e feso'ota'i ma lau imeli i view latou fa'amatalaga, fa'atasi ai ma gaioiga fa'atatau, mataupu, ma avanoa.
4. vave va'ai i fa'amaumauga a le Salesforce na e fa'aopoopo i ai imeli po'o mea na tutupu. Afai e te le o va'ai i fa'amaumauga o lo'o e su'eina, kiliki e su'e isi fa'amaumauga, ona fa'aopoopo lea o imeli, mea na tutupu, po'o galuega mai le lisi o galuega a Outlook ia i latou. O lo'o iai fo'i se fa'ailoga pa'u e natia ai le laulau pito.

FA'AVAOGA FA'AVAE MO FAIGA FA'AALIGA

Tatou toeview nei mana'oga ae e te le'i la'uina ma fa'apipi'i le Salesforce mo Outlook v2.2.0 po'o mulimuli ane.

Isi Manaoga

Salesforce mo Outlook System Manaoga

O LE ATA TELE MO LE FA'ATUINA O LE FA'AVAE FA'AVAE MO LE VA'AI

Fa'atulaga Salesforce mo Outlook e vave ma faigofie.

1. Mai Salesforce, e te sii maia le Salesforce mo Outlook faʻapipiʻi.
2. E te fa'apipi'i le Salesforce mo Outlook i luga o lau komepiuta, ona fai lea o se fa'atonuga faigofie.
3. Fa'alagolago i tapula'a e fa'atulaga e lau pule, e te fa'avasega le Salesforce mo le fa'atulagaina o Outlook e fa'afetaui mea e te mana'o ai ma fa'ailoa mai fa'atonuga fa'atasi i le va o Microsoft® Outlook® ma Salesforce.

Ua mafai nei ona e fa'aauau ona la'u mai le Salesforce mo Outlook Installer ile itulau 8.

LA'U MAI LE FAIGA FA'AVAE MO LE OUTLOOK INSTALLER

E te siiina mai le fa'apipi'i mai Salesforce.

1. Tapuni Microsoft® Outlook®.
2. Afai o lo'o e la'uina le Salesforce mo Outlook mo le taimi muamua, fa'aauau i le isi la'asaga. Afai o lo'o e fa'afou, tapuni muamua le Salesforce mo Outlook e ala i le kiliki-sa'o o le Salesforce mo Outlook icon () i totonu o lau fata, ma kiliki i fafo. Ona, mulimuli lea i laasaga e faʻavae i luga o le lomiga o loʻo e faʻaleleia mai:
   • Ina ia fa'aleleia mai le Salesforce mo Outlook v2.4.2 po'o le taimi muamua atu, aveese lau fa'aoga o lo'o iai nei mai le Microsoft Windows® Control Panel.
   • Le fa'aleleia mai le Salesforce mo Outlook v2.5.0. pe mulimuli ane, faaauau i le isi laasaga.
3. Mai au tulaga patino, ulufale i le Salesforce mo Outlook ile pusa Saili vave, ona filifili lea o Salesforce mo Outlook.
4. Kiliki le Download. Ona kiliki lea o le Save File. Afai e le maua le ki o le Download, fesili i lau pule e tofia oe i se faʻatulagaga Outlook.

Afai o oe o se pule, fa'apipi'i mea fa'apipi'i i le tele o tagata fa'aoga i le taimi e tasi e fa'aoga ai le .msi version o le fa'apipi'i. Tatou fa'aauau nei ona fa'apipi'i ma Seti le Salesforce mo Outlook ile itulau 9.

O lea la ua e siiina mai le faʻapipiʻi, e mafai ona e amataina le faʻapipiʻiina ma le faʻatulagaina.

1. Tatala le faʻapipiʻi file na e sii mai ma sefe, ma faʻamaeʻa le faʻapipiʻi wizard.
   Fa'aaliga: Afai e te le'i fa'apipi'iina le .NET 4, e fa'apipi'i e le wizard fa'apipi'i mo oe. Ia manatua o le wizard faʻapipiʻi e faʻamalosia oe e toe amata lau masini pe a uma ona faʻapipiʻi .NET 4. A maeʻa ona toe faʻafouina, toe faʻataʻitaʻi le wizard faʻapipiʻi e faʻamaeʻa le faʻapipiʻiina.
2. Tatala Microsoft® Outlook®. Ua tatala le wizard seti, ma le Salesforce mo Outlook icon ( ) o lo'o fa'aalia i lau fata faiga. Afai e le tatalaina le wizard, e mafai ona e amataina ma le lima. Kiliki taumatau ma kiliki Seti.
3. Afai e te mana'o e te ulufale i totonu o se saite e ese mai le faaletonu, kiliki Suiga URL ma filifili le server e te manaʻo e faʻafesoʻotaʻi. Afai e le o lisiina le server e te manaʻo ai, filifili Isi… ma ulufale i le URL, e pei o se vaega fa'ale-aganu'u o lo'o fa'aogaina e lau fa'alapotopotoga.
4. Ulufale i lou username ma upu faataga.
5. Kiliki Fa'amaonia. O le faia o lea mea e maua ai se sootaga malupuipuia i le va o Outlook ma Salesforce. E te le tau toe ulufale i totonu se'i vagana ua e maua se mea sese.
   Fa'aaliga: Afai e fa'atapula'aina e lau fa'alapotopotoga tuatusi IP, e poloka le saini mai IP le talitonuina se'ia fa'agaoioia. E otometi lava ona auina atu e Salesforce ia oe se imeli fa'agaoioiga e mafai ona e fa'aoga e te ulufale ai. O le faia o lea e mafai ai ona e fa'afeso'ota'i e aunoa ma ni tapula'a IP mai so'o se mea.
6. Kiliki le Next, ma toeview o fa'atonuga fa'atasi ua fa'atulaga e lau pule. Ina ia fa'amaopoopo au mea Outlook i fa'ailoga eseese, kiliki Suia le Folder ma filifili fa'ailoga o lo'o i totonu o lau faila fa'aletonu po'o le pusa Meli autu.
7. Kiliki le Next, ona filifili lea o lau metotia o le sync.
   • Filifili e fa'atasi uma au feso'ota'iga, mea na tutupu, ma galuega. Faailoga mea e te le manaʻo e faʻatasi ma le vaega "Aua le Faʻatasi ma Salesforce" i Outlook.

Faʻapipiʻi ma Seti Salesforce mo Outlook

• Filifili e fa'amaopoopo feso'ota'iga ta'itasi, mea tutupu, ma galuega. Faailoga mea e te manaʻo e faʻatasi ma le vaega o le "Sync with Salesforce" i Outlook.
•  Kiliki le Next, ona filifili lea o ituaiga mea tumaoti e te manaʻo e faʻatasi.
•  Kiliki Save. O lo'o fa'aalia se fe'au fa'afeiloa'i i le fata fata o lo'o fa'agaoioia nei. Afai o lo'o e fa'atonuina e fa'afetaui aitema a Outlook, ma na e filifilia Fa'atasi Na'o Mea a le Outlook Ou te Filifilia mo lau metotia fa'atasi, o mea uma i totonu o faila na e filifilia e amata fa'atasi. O le fa'ailoga e taamilo i ta'amilosaga sync uma. O le a matou faʻaauau pea ona faʻavasega Salesforce mo Outlook.

FA'AFEAGAI LE FA'AVAE FA'AVAE MO LE VA'AI
Fa'alagolago i tapula'a e setiina e lau pule, atonu e mafai ona e fa'avasegaina:

• O mea e te fa'amaopoopoina, e aofia ai feso'ota'iga, mea tutupu, ma galuega
• Le itu e te fa'amaopoopoina i le va o Microsoft® Outlook® ma Salesforce
• O lou tomai e fa'aopoopo ma le lima imeli Outlook i fa'amaumauga a Salesforce

O le a tatou toeview ma fetuutuunai tulaga i lau Salesforce mo Outlook faʻatulagaina.

1. Kiliki-matau le ata o le system tray, ma filifili Salesforce.com > Outlook Configuration. O le ata o loʻo i lalo o loʻo faʻaalia ai le faʻaalia o filifiliga pe afai e le tuʻuina e lau pule faʻatapulaʻa i Salesforce mo Outlook customizations.
2. Review au fa'ailoga imeli, ma ia mautinoa o lo'o fa'agaoioi uma filifiliga i le Itu o le Itu ma le Add Email. E taua tele lenei mea, aua o nei filifiliga e tele sona sao i le fesoasoani ia te oe ia lelei i lau Outlook ma Salesforce tuʻufaʻatasiga masani.
3. Review mea ua e setiina e sync. Afai e te manaʻo ai, e mafai ona e suia ituaiga o mea e te faʻaogaina iinei.
4. Afai e te mana'o e sui fa'atonuga o feso'ota'iga ma amio fete'ena'i, fa'aoga lisi fa'alalo.
5. Kiliki Save.
   Ua e sauni nei e fa'aauau le Fa'asa'o i le va o Outlook ma Salesforce ile.

SYNCING I LE VA OUTLOOK MA SALESFORCE

A fa'afetaui e Salesforce mo Outlook au feso'ota'iga, mea e tutupu, ma galuega, e fa'apea i se fa'asologa. O mea na tutupu ma galuega e otometi ona fa'atasi i le sefulu minute; feso'ota'iga e otometi i itula uma. Ae peitaʻi, afai e iloa e Salesforce mo Outlook le leai o se gaioiga o le keyboard poʻo le isumu mo le 30 minute, o le faʻasologa o taimi mo mea e tutupu ma galuega e suia i le 30 minute. A maeʻa le lua itula o le le toaga, o le taimi mo faʻafouga uma e suia i le hourly, ma pe a uma le fa itula, e suia le taimi i itula uma e fa.

Puleaina o mea e le otometi ona tu'u atu i Salesforce Fa'amaumauga

Afai o lo'o misi pe fa'alua fa'amatalaga i mea o lo'o e fa'amaopoopoina, e le mafai e Salesforce mo Outlook ona tu'uina atu nei mea i fa'amaumauga a Salesforce. O le auala sili e fa'amaualalo ai nei mea e le'i fo'ia, o le fa'aogaina lea o le Salesforce Side Panel mo le fa'aopoopoina o imeli ma mea e tutupu i fa'amaumauga a Salesforce, lea tatou te ufiufi i se taimi mulimuli ane.

1. I le Salesforce Classic, e mafai ona e mauaina au mea e le'i fofoina mai le itu ala 'alo Unresolved Items. I le Lightning Experience, kiliki lau profile ata, ona kiliki lea o Seti. Ulufale i le imeli ile pusa Saili vave, ona filifili lea o O'u Mea e Le'i Foia.
2. Ia toeview mea e le'i tofiaina i ituaiga, filifili se tab.
3. View au mea e le'i tofiaina.
4. Tofi au mea i faamaumauga a Salesforce ma le lima pe faʻaaoga fautuaga a Salesforce. Afai e te le manaʻo e tuʻuina atu se mea i se faʻamaumauga, filifili Aua le Tofi. O mea e le'i tofiaina e le o feso'ota'i i isi fa'amaumauga ma e na'o oe e iloa.
   Tatou fa'aauau nei i le Fa'aopoopoina o Imeli, Mea na tutupu, ma Galuega i Fa'amaumauga a le Salesforce i luga o .

FA'AFIA IEmeli, MEA NA TUPU, MA GALUEGA I FA'AVAE FA'AVAE FA'AVAE

Afai e te manaʻo e faʻaopoopo imeli taua, mea tutupu, ma galuega i faʻamaumauga a Salesforce, o le faia o lena mea o se faʻalavelave. O se ex leaample auala e te fa'aopoopoina ai se imeli i fa'amaumauga a Salesforce.

1. 1. Filifili se imeli i Outlook. O le itu o lo'o fa'aalia faamaumauga a Salesforce e feso'ota'i ma feso'ota'iga i lau imeli.
2. I tafatafa o faamaumauga ta'itasi Salesforce o lo'o e fa'aopoopo i ai lau imeli, kiliki. A maeʻa ona e faʻaopoopoina le imeli, o le faʻailoga imeli faʻaopoopo e aliali i tafatafa o na faamaumauga.
3. Fa'amaumau fa'amaumauga na e fa'aopoopo i ai lau imeli.

E te fa'aopoopo mea tutupu i le auala lava e tasi e te fa'aopoopo ai imeli. Na'o le filifilia o se mea na tupu mai lau kalena Outlook ma alu i laasaga tutusa.

O le a le mea e sosoo ai?

I le taimi nei ua e iloa faʻavae o le faʻatulagaina o mea ma faʻaopoopo imeli, e mafai ona e toeview o autu fesoasoani nei i luga ole laiga e a'oa'o ai pe fa'afefea ona fa'amaopoopo au faiga.

• Puleaina o lau Salesforce mo Outlook Configuration
• Fa'aaogaina o le Salesforce mo Outlook System Tray Application
• Salesforce mo Outlook FAQ

Fa'afetai mo le fa'aogaina o Salesforce!

Pepa / Punaoa

salesforce Microsoft Outlook ma Salesforce i le Sync [pdf] Faatonuga Microsoft Outlook ma Salesforce in Sync, Microsoft Outlook, Salesforce in Sync, Outlook i Sync

Fa'asinomaga

• Tusi Taiala