Microsoft Outlook le Salesforce ho Sync

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SYNCING MICROSOFT® OUTLOOK® LE SALESFORCE BASICS

Haeba Outlook le Salesforce ka bobeli li le bohlokoa mosebetsing oa hau oa letsatsi le letsatsi, o ka eketsa tlhahiso ea hau ka ho hokahanya lipakeng tsa litsamaiso tsena tse peli. Salesforce for Outlook, sesebelisoa sa kopanyo sa Microsoft® Outlook® seo u se kenyang, se hokahanyang mabitso, liketsahalo le mesebetsi lipakeng tsa Outlook le Salesforce. Ntle le ho hokahanya lintho tsena, o ka eketsa li-imeile tsa Outlook, li-attachments, liketsahalo, le mesebetsi ho mabitso a mangata a Salesforce, le view Lirekoto tsa Salesforce tse amanang le mabitso le li-imeile tsa hau le liketsahalo-tsohle ka kotloloho ho Outlook. U ka khona ho etsa khetho eo u e hokahanyang le ho hokahanya litsela lipakeng tsa Outlook le Salesforce. Mookameli oa hau ke eena ea khethang hore na u ka etsa litlhophiso tsena joang ho Salesforce. Tataisong ena, u tla ithuta ka lintlha tsa bohlokoahali tsa ho qala le ho sebetsa le Salesforce bakeng sa Outlook.

E Eang Hokae?

Maemong a mangata, mekhatlo e theha Salesforce bakeng sa Outlook ho hokahanya mabitso, liketsahalo, le mesebetsi ka litsela tse peli pakeng tsa Outlook le Salesforce. Sena se boloka data ea hau e hokahantsoe ka bo eona. Mokhatlo oa hau, leha ho le joalo, o ka fapana le seo o ka se hokahanyang le tsela eo o e hokahanyang. Bakeng sa mohlalaampLeha ho le joalo, mokhatlo oa hau o ka hokahanya feela mabitso le liketsahalo ho tloha ho Salesforce ho ea ho Outlook. Haeba mokhatlo oa hau o hlophiselitsoe ho kenya lengolo-tsoibila le ho arolelana mesebetsi, o tla khetha feela mangolo-tsoibila ao u batlang ho a kenya lirekotong tsa Salesforce tseo u li khethileng. Haholo-holo, o ka eketsa lengolo-tsoibila ho mabitso a mangata, le rekotong e le 'ngoe eo u ka kopanyang mesebetsi, joalo ka ak'haonte, nyeoe kapa monyetla.

FUMANE PHAHAMO VIEW MOSEBETSI OA KHOPO

Ha re potlakele hapeview kamoo o tla phethela mosebetsi wa hao wa ho kopanya Outlook le Salesforce o sebedisa Salesforce bakeng sa Outlook v2.2.0 kapa hamorao.

Ho hokahanya Mabitso a Hao, Liketsahalo, le Mesebetsi

Ho hokahanya lintho lipakeng tsa Outlook le Salesforce ho bonolo ebile ho bonolo. Pele syncing efe kapa efe e etsahala, o tla hloka ho etsa qeto ea hore na u batla Salesforce bakeng sa Outlook ho hokahanya lintho tsohle tsa hau, kapa feela tseo u li boletseng. Haeba u khetha ho hlakisa lintho tseo u batlang ho li hokahanya, u tla li etsa tjena.

1. Khetha lintho tseo u batlang ho li hokahanya. U ka khetha lintho tse ngata ha u tobetsa CTRL ha u ntse u tobetsa lintho.
2. Tobetsa ntho e khethiloeng ka ho le letona, ebe u khetha Categorize > Sync with Salesforce. Lintho li tla ikamahanya ka bohona nakong ea potoloho e latelang ea sync.

Ho sebetsa le Salesforce Record ka kotloloho ho Outlook

Rea utloisisa hore u ka qeta boholo ba nako ea hau u rekisetsa bareki ba hau ha u ntse u sebetsa Outlook. Ho o thusa hammoho le tshebetso ya ho rekisa, re kenyeleditse Salesforce Side Panel, e hlahang ho Outlook.

Ho Fumana Boemo bo Phahameng View ea Mosebetsi oa Hao oa Kopano

Ha u khetha lengolo-tsoibila ho tsoa ho Inbox kapa ketsahalo e tsoang Khalendareng ea Outlook, Salesforce Side Panel e bonts'a mabitso a amanang le Salesforce le lintlha tse etellang pele ka kotloloho ho Outlook. Ka mor'a hore mookameli oa hau a lumelle phanele e ka thōko ho tlhophiso ea Outlook ea hau, phanele e ka thōko e bonts'a mabitso a ka bang 10 'me a etella pele ho tsoa ho mangolo-tsoibila kapa liketsahalo tsa "Ho tloha, Ho ea, le Cc". Ntle le moo, Salesforce Side Panel:

• E bonts'a mesebetsi e ka bang 'ne, menyetla, le linyeoe tse amanang le mabitso le li-lead tse hlahang karolong e ka thōko.
• E o lumella ho eketsa li-imeile tsa Outlook le lihokelo tsa tsona ho lirekoto tse ngata tsa Salesforce.
• E o lumella ho eketsa liketsahalo le mesebetsi ea Outlook ho mabitso a mangata le rekotong e le 'ngoe eo u ka amahanyang mesebetsi le eona, joalo ka ak'haonte, nyeoe, kapa rekoto ea ntho e tloahelehileng.
• E sibolla mabitso a mang kapa mabitso a mang. U khetha tse loketseng ka ho fetisisa ho li bontša phanele e ka lehlakoreng.
• E kenyelletsa karolo ea Batla ho fumana lirekoto tse ling tsa Salesforce.
• E kenyelletsa likhokahano tsa ho view lintlha tse felletseng tsa rekoto ka kotloloho ho Salesforce.

Mona ke kamoo u tla sebelisa karolo ea lehlakore.

1. Kgetha imeile kapa ketsahalo ho Outlook.
2. Review dikahare tsa Salesforce tse hlahang phanele e ka thoko, e bonts'ang mabitso le methati e ipapisitseng le tatellano eo ba hlahang ho eona ho tsoa ho, ho ea, le ho Cc ea lengolo-tsoibila la hau. Bakeng sa lebitso le leng le le leng le moetapele, ho bonolo ho view mesebetsi e amanang, menyetla, le linyeoe. Haeba u batla view lintlha tse felletseng tsa rekoto, tobetsa feela sehokelo sa rekoto ho e bula ka kotloloho ho Salesforce. Ho kenya lengolo-tsoibila kapa ketsahalo ea hau ho lirekoto tsa Salesforce tseo u li khethileng, tlanya haufi le direkoto tseo. Lihokelo tsa lengolo-tsoibila li kenyelletsoa ka bo eona ha o kenya lengolo-tsoibila ho Salesforce, ntle le haeba mokhatlo oa hau o nolofalitse tšobotsi e o lumellang ho khetha lihokelo tse itseng tsa lengolo-tsoibila. Boemong bo joalo, u tla bona haufi le li-attachments ka bomong phanele ea hau ea lehlakore. Tobetsa letšoao ho kenya lihokelo tseo ho Salesforce. Haeba u na le karolo ea Liak'haonte tsa Sechaba le Mabitso e lumelletsoeng ho Salesforce, karolo e ka thoko e bonts'a Facebook® kapa Twitter™ pro.file linepe—ho sa tsotellehe hore na u khethile ho bontša eng ho Salesforce bakeng sa likhokahano tseo le baetapele.
   Ho Fumana Boemo bo Phahameng View ea Mosebetsi oa Hao oa Kopano
3. Khetha mabitso a mang le etellang amanang le ya hao ya imeile ho view lintlha tsa bona, hammoho le mesebetsi e amanang, linyeoe, le menyetla.
4. bona kapele lirekoto tsa Salesforce tseo u kentseng li-imeile kapa liketsahalo ho tsona. Ha o sa bone direkoto tseo o di batlang, tobetsa ho fumana direkoto tse ding, ebe o kenya diimeile, diketsahalo, kapa mesebetsi e tswang lenaneng la mesebetsi ya Outlook ho tsona. Ho na le esita le collapse tšobotsi ho pata lehlakore lehlakoreng.

SALESFORCE BAKENG SA OUTLOOK SYSTEM LIHLOKO

Ha re bueng hapeview litlhoko tsena pele o khoasolla le ho kenya Salesforce bakeng sa Outlook v2.2.0 kapa hamorao.

Litlhoko Tse Ling

Salesforce bakeng sa Litlhokahalo tsa Tsamaiso ea Outlook

Setšoantšo se seholo sa ho theha SALESFORCE BAKENG SA PONO

Ho theha Salesforce bakeng sa Outlook ho potlakile ebile ho bonolo.

1. Ho tsoa ho Salesforce, u tla khoasolla sesebelisoa sa Salesforce bakeng sa Outlook.
2. O tla kenya Salesforce bakeng sa Outlook komporong ea hau, ebe o etsa ts'ebetso e bonolo ea tlhophiso.
3. Ho itshetlehile ka dithibelo tseo molaodi wa hao a di beang, o tla itirela Salesforce bakeng sa di-setting tsa Outlook ho amahanya seo o se batlang le ho bontsha ditaelo tsa kgokahano pakeng tsa Microsoft® Outlook® le Salesforce.

Joale u ka tsoela pele ho Khoasolla Salesforce bakeng sa Outlook Installer leqepheng la 8.

DAULOUTA SALESFORCE BAKENG SA OUTLOOK INSTALLER

U tla khoasolla sesebelisoa ho tsoa ho Salesforce.

1. Kwala Microsoft® Outlook®.
2. Haeba u khoasolla Salesforce bakeng sa Outlook lekgetlo la pele, fetela mohatong o latelang. Haeba u ntse u ntlafatsa, qala ka ho koala Salesforce bakeng sa Outlook ka ho tobetsa lets'oao le letona la Salesforce for Outlook ( ) tereing ea hau ea sistimi, ebe o tobetsa Tloha. Ebe, latela mehato e ipapisitseng le mofuta oo u ntlafatsang ho ona:
   • Ho ntlafatsa ho tsoa ho Salesforce bakeng sa Outlook v2.4.2 kapa pejana, tlosa mofuta oa hau oa hajoale ho tsoa ho Microsoft Windows® Control Panel.
   • Ho ntlafatsa ho tloha Salesforce bakeng sa Outlook v2.5.0. kapa hamorao, tsoela pele ho mohato o latelang.
3. Ho tsoa ho litlhophiso tsa hau, kenya Salesforce bakeng sa Outlook lebokoseng la Fumana Kapele, ebe u khetha Salesforce bakeng sa Outlook.
4. Tobetsa Download. Ebe o tobetsa Save File. Haeba konopo ea Khoasolla e le sieo, kopa molaoli oa hau ho u abela tokiso ea Outlook.

Haeba o le molaoli, kenya lits'ebetso ho basebelisi ba bangata ka nako e le 'ngoe u sebelisa mofuta oa .msi oa sehokelo. Ha re tsoeleng pele ho kenya le ho Hlophisa Salesforce bakeng sa Outlook leqepheng la 9.

Kaha joale u se u khoasollotse installer, u ka qala ho kenya le ho seta.

1. Bula ho kenya file o jarollotse le ho boloka, ebe o tlatsa wizate ya ho instola.
   Hlokomela: Haeba ha u e-so be le .NET 4 e kentsoeng, wizate ea ho instola e u kenyetsa eona. Hopola hore wizate ea ho kenya e u khothalletsa hore u qale mochine oa hau ka mor'a hore o kenye .NET 4. Ka mor'a ho qala hape, tsamaisa wizate ea ho kenya hape ho qeta mokhoa oa ho kenya.
2. Bula Microsoft® Outlook®. Wizate ea ho seta ea bula, 'me letšoao la Salesforce for Outlook ( ) e hlaha tereing ea hau ea sistimi. Haeba wizate e sa bulehe, o ka e qala ka letsoho. Tobetsa ka ho le letona ebe o tobetsa Litlhophiso.
3. Haeba u batla ho kena sebakeng se seng ntle le se tloaelehileng, tobetsa Fetola URL ebe u khetha seva eo u batlang ho hokela ho eona. Haeba seva eo u e batlang e sa thathamisoa, khetha E 'ngoe… ebe u kenya URL, joalo ka sebaka se ikhethileng se sebelisoang ke mokhatlo oa hau.
4. Kenya lebitso la hau la mosebelisi le password.
5. Tobetsa Amohela. Ho etsa joalo ho theha khokahano e sireletsehileng lipakeng tsa Outlook le Salesforce. Ha ho hlokahale hore u kene hape ntle le haeba u kopana le phoso.
   Hlokomela: Haeba mokhatlo oa hau o thibela liaterese tsa IP, ho kena ho tsoa ho li-IP tse sa tšepahaleng ho koetsoe ho fihlela li kentsoe tšebetsong. Salesforce e o romella lengolo-tsoibila la ho kenya tshebetsong leo o ka le sebedisang ho kena. Ho etsa jwalo ho o dumella ho hokela ntle le dithibelo tsa IP ho tswa kae kapa kae.
6. Tobetsa E latelang, 'me u boele uview Litaelo tsa khokahano tse behiloeng ke molaoli oa hau. Ho hokahanya lintho tsa hau tsa Outlook ho lifoldara tse fapaneng, tobetsa Fetola Folder ebe u khetha lifoldara tse ka har'a foldara ea hau ea kamehla kapa foldara e kholo ea Lebokose la Mela.
7. Tobetsa E latelang, ebe u khetha mokhoa oa hau oa sync.
   • Khetha ho hokahanya mabitso ohle a hau, liketsahalo le mesebetsi. Tšoaea lintho tseo u sa batleng ho li amahanya le sehlopha sa "Don Sync with Salesforce" ho Outlook.

Kenya le ho Seta Salesforce bakeng sa Outlook

• Khetha ho hokahanya mabitso, liketsahalo, le mesebetsi. Tšoaea lintho tseo u batlang ho li hokahanya le sehlopha sa "Sync with Salesforce" ho Outlook.
•  Tobetsa E latelang, ebe u khetha mefuta ea lintho tsa lekunutu tseo u batlang ho li hokahanya.
•  Tobetsa Boloka. Molaetsa oa kamohelo o hlaha ho letšoao la tray ea sistimi e seng e sebetsa. Haeba u se u lokiselitsoe ho amahanya lintho tsa Outlook, 'me u khethile Sync Feela Lintho tsa Outlook tseo ke li Khethang bakeng sa mokhoa oa hau oa ho amahanya, lintho tsohle tse ka har'a lifoldara tseo u li khethileng li qala ho amahanya ka bohona. Setšoantšo se bilika nakong ea potoloho e 'ngoe le e 'ngoe ea sync. Joale re tla tsoelapele ho etsa Salesforce bakeng sa Outlook.

HO EKETSELA SALESFORCE BAKENG SA PONO
Ho ipapisitse le lithibelo tseo molaoli oa hau a li behang, u ka khona ho etsa khetho ea hau:

• Seo u se hokahanyang, ho kenyelletsa mabitso, liketsahalo, le mesebetsi
• Tsela eo u e hokahanyang pakeng tsa Microsoft® Outlook® le Salesforce
• Bokhoni ba hau ba ho kenya li-imeile tsa Outlook ka bowena lirekotong tsa Salesforce

Joale re tla khutlaview 'me u fetole litlhophiso ho Salesforce ea hau bakeng sa tlhophiso ea Outlook.

1. Tobetsa ka ho le letona ho letšoao la tray ea tsamaiso, ebe u khetha Salesforce.com > Outlook Configuration. Setšoantšo se latelang se bontša kamoo likhetho li hlahang kateng haeba mookameli oa hau a sa behe lithibelo ho Salesforce bakeng sa tlhophiso ea Outlook.
2. Review li-setting tsa hau tsa lengolo-tsoibila, 'me u etse bonnete ba hore likhetho tse peli tsa Panel ea Lehlakore le Eketsa Imeile li lumelletsoe. Sena se bohlokoa, hobane likhetho tsena li na le karolo e kholo ho u thusa ho sebetsa hantle ka mokhoa oa ho kopanya Outlook le Salesforce.
3. Review seo u se hlophiselitseng ho se hokahanya. Haeba u batla, u ka fetola mefuta ea lintho tseo u li hokahanyang mona.
4. Haeba u batla ho fetola litsela tsa khokahano le boitšoaro ba likhohlano, sebelisa manane a theolelang.
5. Tobetsa Boloka.
   O se o loketse ho tswelapele ho Syncing Pakeng tsa Outlook le Salesforce ho bulela.

SYNCING PAKENG TSA PONO LE SALESFORCE

Ha Salesforce bakeng sa Outlook e hokahanya mabitso a hau, liketsahalo le mesebetsi, e etsa joalo ka kemiso. Liketsahalo le mesebetsi e ikamahanya ka bo eona metsotso e meng le e meng e leshome; mabitso sync ka tsela e iketsang hora e 'ngoe le e 'ngoe. Leha ho le joalo, haeba Salesforce bakeng sa Outlook e lemoha ho se sebetse ha keyboard kapa mouse ka metsotso e 30, maqhubu a sync ea liketsahalo le mesebetsi e fetoha metsotso e 30. Kamora lihora tse peli tsa ho se sebetse, frequency ea liapdeite tsohle e fetoha hourly, 'me ka mor'a lihora tse' nè, maqhubu a fetoha ho lihora tse ling le tse ling tse 'nè.

Ho Laola Lintho Tse sa Abeleng Lirekoto tsa Salesforce ka ho iketsa

Haeba lintlha tsa lintho tseo u li hokahanyang li le sieo kapa li kopitsoa, ​​Salesforce bakeng sa Outlook e ke ke ea abela lintho tsena ho lirekoto tsa Salesforce. Tsela e molemohali ea ho boloka lintho tsena tse e-s'o rarolloe bonyane ke ho sebelisa Salesforce Side Panel bakeng sa ho eketsa li-imeile le liketsahalo ho lirekoto tsa Salesforce, tseo re li buang hamorao.

1. Ho Salesforce Classic, o ka fihlella lintho tsa hau tse sa rarolloang ho tsoa ho sekhechana sa lehlakore la Lintho Tse sa Rarolloang. Ho Boiphihlelo ba Lehalima, tobetsa pro ea haufile setšoantšo, ebe o tobetsa Litlhophiso. Kenya Imeile lebokoseng la Fumana ka Potlako, ebe o kgetha Lintho tsa ka tse sa Rarolloang.
2. Ho review lintho tse sa abeloang ka mofuta, khetha tab.
3. View lintho tsa hau tse sa abuoang.
4. Abela lintho tsa hau ho lirekoto tsa Salesforce ka letsoho kapa u sebelisa likhothaletso tsa Salesforce. Haeba u sa batle ho abela ntho e itseng rekotong, khetha U se ke Ua Abela. Lintho tse sa abeloang ha li hokahane le lirekoto tse ling 'me li ka bonoa ho uena feela.
   Ha re tsoeleng pele ho Kenya Li-imeile, Liketsahalo, le Mesebetsi ho Salesforce Records ka.

HO KENYA IMEMILISO, LIKETSAHALO, LE MESEBETSI HO REKHOTA HO THEKISA

Haeba u batla ho kenyelletsa mangolo-tsoibila a bohlokoa, liketsahalo le mesebetsi ho lirekoto tsa Salesforce, ho etsa joalo ke hanghang. Ex ke enaample hore na o tla kenya lengolo-tsoibila joang ho lirekoto tsa Salesforce.

1. 1. Kgetha imeile ho Outlook. Karolo e ka lehlakoreng e bonts'a lirekoto tsa Salesforce tse amanang le mabitso a lengolo-tsoibila la hau.
2. Haufi le rekoto e 'ngoe le e 'ngoe ea Salesforce eo u kenyang lengolo-tsoibila la hau ho eona, tobetsa. Kamora hore o kenye lengolo-tsoibila, letšoao la lengolo-tsoibila le ekelitsoeng e hlaha haufi le direkoto tseo.
3. Boloka tlaleho ea litlaleho tseo u kentseng imeile ea hau ho tsona.

U tla kenya liketsahalo ka tsela eo u kenyang mangolo-tsoibila ka eona. Khetha feela ketsahalo khalendareng ea hau ea Outlook 'me u tsamaee ka mehato e ts'oanang.

Ho Latelang?

Kaha joale u se u tseba metheo ea ho hokahanya lintho le ho eketsa mangolo-tsoibila, u ka khona hapeview lihlooho tsena tsa thuso ea inthaneteng ho ithuta ho boloka litsamaiso tsa hau li hokahane.

• Ho Laola Salesforce ea Hau bakeng sa Tlhophiso ea Outlook
• Ho sebelisa Salesforce bakeng sa Ts'ebeliso ea Tray System ea Outlook
• Salesforce bakeng sa Outlook FAQ

Re leboha ho sebelisa Salesforce!

Litokomane / Lisebelisoa

thekiso ea Microsoft Outlook le Salesforce ho Sync [pdf] Litaelo Microsoft Outlook le Salesforce ho Sync, Microsoft Outlook, Salesforce in Sync, Outlook in Sync

Litšupiso

• Bukana ea Mosebelisi