A G S010 Taylor 091907

Improving Your Outlook: Getting Started with Force.com Connect for Microsoft Outlook Kevin Sherman , Sr. Customer Success Manager Patrick Taylor , Customer Success Manager Track: Admin I: Getting Started

Safe Harbor Statement ,[object Object],[object Object],[object Object]

Outlook Edition Basics ,[object Object],[object Object],[object Object],[object Object],[object Object]

Consider Outlook Edition When… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],But Not When… ,[object Object],[object Object],[object Object]

Basic Architecture ,[object Object],[object Object],[object Object],[object Object],[object Object],Outlook Exchange Salesforce Outlook Edition

Add Email to Salesforce ,[object Object],[object Object]

Synchronize Contacts ,[object Object],[object Object],[object Object],[object Object],[object Object]

Synchronize Calendar Events ,[object Object],[object Object],[object Object],[object Object],[object Object]

Synchronize Tasks ,[object Object],[object Object],[object Object],[object Object],[object Object]

Salesforce Address Book ,[object Object]

Configuration Options ,[object Object]

Administration ,[object Object],[object Object]

Where do I get Outlook Edition 3, and what are the system requirements? ,[object Object],[object Object],[object Object],[object Object],[object Object]

What about Lotus Notes? ,[object Object],[object Object]

Best Practice for Synchronizing Contacts ,[object Object],[object Object],[object Object],[object Object]

If most of my Contacts are old… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

If most of my Contacts are new… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

I have a mix of old and new contacts… ,[object Object],[object Object],[object Object],[object Object],[object Object]

Best Practices for Events ,[object Object],[object Object]

Best Practices for Tasks ,[object Object],[object Object],[object Object],[object Object]

Outlook Edition Behavior – General Tips ,[object Object],[object Object],[object Object],[object Object],[object Object]

Jennifer Rakiey CRM Analyst / Inbound Marketing Specialist Charlie McKinney Director of Sales Support Scott Fielder CRM Market and Operations Manager Kevin Sherman & Patrick Taylor Customer Success Managers Salesforce.com Moderated By: Panel Discussion Applause Please!!!

How did you distribute this feature to your users? Push, pull or something in between? If you pushed it, did you preset any configurations? [email_address] [email_address] [email_address] 539 EE Users 254 Lotus Edition Users 489 EE Users 230 Outlook Edition Users 145 EE Users 135 Outlook Edition Users Scott Fielder Charlie McKinney Jennifer Rakiey

What did you sync and what did you decide not to sync? [email_address] [email_address] [email_address] 539 EE Users 254 Lotus Edition Users 489 EE Users 230 Outlook Edition Users 145 EE Users 135 Outlook Edition Users Scott Fielder Charlie McKinney Jennifer Rakiey

How did you train your end users? What type of documentation did you deliver to support this rollout? [email_address] [email_address] [email_address] 539 EE Users 254 Lotus Edition Users 489 EE Users 230 Outlook Edition Users 145 EE Users 135 Outlook Edition Users Scott Fielder Charlie McKinney Jennifer Rakiey

Any advice on avoiding duplicate contacts or on how to keep your data clean? [email_address] [email_address] [email_address] 539 EE Users 254 Lotus Edition Users 489 EE Users 230 Outlook Edition Users 145 EE Users 135 Outlook Edition Users Scott Fielder Charlie McKinney Jennifer Rakiey

Jennifer Rakiey CRM Analyst / Inbound Marketing Specialist Charlie McKinney Director of Sales Support Scott Fielder CRM Market and Operations Manager Kevin Sherman & Patrick Taylor Customer Success Managers Salesforce.com Moderated By: Panel Q & A More Applause Please!!!

FAQ ,[object Object],[object Object],[object Object]

FAQ ,[object Object],[object Object],[object Object],[object Object]

FAQ ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

FAQ ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],We strive to improve, t hank you for filling out our survey. ,[object Object],[object Object]

Improving Your Outlook: Getting Started with Outlook Edition Thank you and please fill out the survey! Track: Admin I: Getting Started

A G S010 Taylor 091907

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A G S010 Taylor 091907