CompanionLink Support Center

Synchronize Salesforce with Outlook

CompanionLink will synchronize your Salesforce.com account with Outlook. And we'll do it securely using an HTTPS connection. This gives you the ability to work with your Salesforce.com data in Outlook. You can also synchronize your Outlook data to Salesforce.com, make edits, and sync back to Outlook.

CompanionLink installs on your PC and creates the connection between Salesforce.com and Outlook.

SFWIKI SFOL LOGO.png

Sync these Saleforce.com records with Outlook:

  • Accounts
  • Contacts
  • Opportunities
  • Calendar Events and activities linked to contacts
  • Tasks
  • Alarms and Reminders


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Contents

Salesforce.com Accounts and Contacts Sync

  • Contacts and Accounts can be created and synchronized in both directions
  • Edits made in Outlook and Salesforce can be synchronized
  • Salesforce Accounts begin with "Acct." in your Outlook Contact list


Accounts in Salesforce.com:

SFWIKI SF ACCT.png



Contacts in Salesforce.com:

SFWIKI SF CONT.png



Salesforce.com Accounts and Contacts in Outlook:

SFWIKI OL ACCT.png


CompanionLink lets you decide which Salesforce.com Accounts and Contacts to sync:

SFWIKI CL OPTIONS.png

For Contacts you can choose to sync:

  • My Contacts
  • Account Contacts
  • All Contacts

For Accounts you can choose to sync:

  • My Accounts
  • Team Accounts
  • All Accounts



Salesforce.com Opportunities Sync

  • Create Opportunities in either Outlook or Salesforce
  • Edits made in Outlook and Salesforce can be synchronized
  • Opportunities will appear in Outlook's task list


This Opportunity was created in Salesforce:

SFWIKI SF OP.png

This is the Salesforce Opportunity Open in Outlook:

SFWIKI OL OP.png

Salesforce.com Tasks Sync

  • Task alarms will sound in Outlook and Salesforce
  • Create Tasks in either Outlook or Salesforce
  • Edits made in Outlook and Salesforce can be synchronized
  • Task will appear in Outlook's Task list


This Task was created in Salesforce:

SFWIKI SF TASK.png

Here is the Salesforce Task open in Outlook:

SFWIKI OL TASK.png

Salesforce.com Calendar Sync

  • Calendar alarms will sound in Outlook and Salesforce
  • Create events in either Outlook or Salesforce
  • Edits made in Outlook and Salesforce can be syncrhonized


This Meeting was created in Salesforce:

SFWIKI SF MEETING.png

Here is the Salesforce Meeting open in Outlook:

SFWIKI OL CAL.png

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