Before you install Salesforce for Outlook, review your sync and email settings by clicking Your Name > Setup > Desktop Integration > Salesforce for Outlook. Next, click View My Configuration.

You can see whether you can add emails to Salesforce, what Outlook data you can sync, and the direction it syncs. You may be able to edit some of these settings.

If your administrator hasn’t already installed this application for you, click Back, and click Download. Then, complete the installer. Now you’re ready to use Salesforce for Outlook.

Open Outlook, and let the setup wizard walk you through the steps of logging in using your Salesforce username and password. Next, choose which Outlook folders you want to sync. Depending on your sync direction, all data in these folders will sync with Salesforce. When you click Done your data syncs automatically without interrupting your work.

To add email, simply click the new Send and Add button on an email. The email appears on the Salesforce records it’s related to.

Now let’s see how you can manage your contacts, events, and emails in Salesforce. First create a contact and then an event. for example, I've created the contact Barbara Levy. Here, I've created a sales call event i\on my calendar. Now when I go into Salesforce, I see Barbara Levy in my list of contacts and my sales call event in my calendar. Just click the link at the top of your Contacts homepage, Calendar, or task list to associate any other items you created in Outlook that weren't automatically assigned to Salesforce records. Quickly resolve items by assigning related records using the lookups, or click Don't Assign to leave them unassociated. Then click Save.

Now let’s see how you can manage your Salesforce for Outlook options. Right-click the new Salesforce icon in your system tray. For example, you can manually sync, change your login or folder settings, or jump to the configuration or unresolved items. Use this icon any time to manage Salesforce for Outlook. You’re ready to start using Salesforce for Outlook. Don’t forget that you can find more details in the online help.