But if your organization needs the ability to create records such as cases, or attach email attachments to a record, then Salesforce for Outlook isn’t for you. Users can add emails to specific records, access Salesforce data directly in Outlook via the side panel, and ensure that all of their contact details are synced across Salesforce, Outlook and their mobile devices.

Salesforce for Outlook provides a basic integration between Salesforce and Outlook. Here are some of the items to consider when evaluating an Outlook integration. For most organizations, this option will work well. And why not? It is free, it works, and it is fairly easy to use. Nearly two years since we launched, and a year after the original post, I thought it would be good to expand on the original and provide some cautionary tales for those considering a deployment of the application.įor many businesses, Outlook is the defacto mail client so it is only natural that Salesforce for Outlook be looked at as the defacto integration client between Salesforce and Outlook.

In Deploying Salesforce for Outlook: What I Learned I discuss the tactics used to deploy the application to my organization as we launched Salesforce.

Uninstall salesforce for outlook