- #Salesforce calendar set icon how to
- #Salesforce calendar set icon install
- #Salesforce calendar set icon update
- #Salesforce calendar set icon manual
Select which types of private items you would like to sync and click “Save.”Ĭongratulations! Now your Outlook is synced with your Salesforce account and vice-versa. Now you can select whether you want to sync all Outlook inbox and calendar items or only the selected ones and click “Next.”. Click the “Allow” button in the same window to provide access to your Outlook account. In the pop-up window, enter your Salesforce name and password to log in and select “Remember me” to skip this step next time. Click on the Sync icon with the right button of your mouse and go to “Settings…”. Click the arrow button on the right side of the taskbar to reveal it and do the following: 
Once the installation is complete, you will see the Sync app icon in the taskbar. Follow the simple instructions in the installer to complete the process.
#Salesforce calendar set icon install
Now close Microsoft Outlook on your PC and install the downloaded app. Scroll to the bottom of the page and click “Download” to get the installer on your computer. Enter “Outlook” in the search bar on the left and click on “Salesforce for Outlook.”. Click on your user name and go to “My Settings” in the drop-down menu. Turn on the Salesforce classic version. Once the settings are done, you have to install Salesforce for Outlook on your computer. Do the same in the “Events” section below to allow Events and Tasks to sync with your Outlook Calendar and vice versa. Now select “Sync both ways” and “Outlook always wins” in “Contacts” to let your Outlook account receive data from your Salesforce account. Scroll down to the “Data Settings” box and click on “Allow users to select attachments.”. Add assigned users from the list of available users in the “Assign users and profiles” box and choose the needed permission profile for synchronization. Enter your name and make the “Active” checkbox true. Select “Outlook Configuration” in search. Make both checkboxes in the “Email to Salesforce” window true, click “Save” to apply changes, and click “Skip” in the pop-up window to finish. Go to “Active and Notify Reps” in the same window and select “Edit.”. Now select “Use Enhanced Email with Outlook.”. Click on “Outlook Integration” and “Lightning Sync” toggles on the right. Enter “Outlook” in the search box on the left and click on “Outlook Integration and Sync.”. Step 1: Email Syncįirst of all, you need to enable Outlook inbox synchronization to route your emails into Salesforce. #Salesforce calendar set icon manual
In order to integrate your Outlook inbox and calendar account into your Salesforce account, you can use a popular Salesforce integration Outlook plugin, or follow a tiny bit more complicated manual process below. Read on and share this guide with your colleagues.
#Salesforce calendar set icon how to
Below is a detailed guide on how to connect your Salesforce account to your favorite inbox and calendar account. Select the time zone you wish to use from the dropdown list.Salesforce is a very convenient toolkit, but it’s not connected to the Outlook or Gmail email inbox solution by default. Click Settings cog button > View all Outlook Settings.ģ. In Time zones, select the time zone that you wish to use from the dropdown list.ġ.
If you are using the desktop version of Outlook:ģ.
#Salesforce calendar set icon update
Google will update your settings and display your new time zone here.Ĭhange your time zone settings in Outlook In Time zone, click the arrow next to the Primary time zone displayed and select another time zone from the dropdown menu. Click the Settings button in the top right-hand corner and select Settings from the drop down menu.Ģ. Click My Personal Information > Language & Time Zone.ġ. Click the avatar icon and click Settings.Ģ. To change the time zone settings in Salesforce and/or Google follow the steps below.Ĭhange your time zone settings in Salesforceġ. Ebsta respects the current time zone settings of your calendars in the sync process.
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