Salesforce for Outlook and Connect for Outlook comparison
Knowledge Article Number: 000001064
This article explains and compares both "Salesforce for Outlook" and "Connect for Outlook" plug-ins in details.
Also you can always find useful information about each production using the release notes
Salesforce for Outlook
Connect for Outlook
|This document doesn't mention that Salesforce for Outlook does not support attaching email to cases -- this was supported in Connect for Outlook|
|Salesforce for Outlook||Connect for Microsoft Outlook|
A Microsoft Outlook integration application that lets you:|
1. Log emails in Salesforce.com
2. Upload email attachments to Salesforce.com. This is optional and can be edited from within Salesforce.com in the “Email Associations” section
Note*: Uploading attachments is only available in SFO Version 1.4.x and above and it can be turned on/off from Salesforce:
Your Name | My Settings | Email | My Email to Salesforce
Your Name | Setup| Personal Setup |Email | Email to Salesforce
3. Sync Contacts, Events, and Tasks between Outlook and Salesforce.com.
4. Create a new case in Salesforce.com from an Outlook Email
Synchronizing Tasks is only available in SFO Version 1.4.x and above
5. Unable to sync to public folders
6. It is required for Email-to-Salesforce to be enabled
A Microsoft Outlook integration application that allows you to:|
1. Log emails in Salesforce.com
2. Upload email attachments or attachments from your computer to Salesforce.com. This can be controlled from O_Dictionary.xml file
3. Create a new case in Salesforce.com from an Outlook email
4. Associate contacts, calendar events, and tasks in Outlook with records in Salesforce.com
5. Synchronize contacts, calendar events, and tasks between Salesforce.com and Outlook
6. Allows selective sync. User can select and mark records for sync and leave the personal records in Outlook only.
7- Ability to sync to public folder
Microsoft Outlook using Microsoft Exchange Server, along with the latest hot fixes.|
Support for Microsoft Exchange Online—the Microsoft-hosted service that integrates with Office 365
Outlook 2013, 2010 and 2007
Salesforce for Outlook only supports Microsoft Outlook 2013 Click-to-Run (a streaming installer for Microsoft Office). Outlook 2010 Click-to-Run is not supported
Microsoft Windows 8, 7, Vista (32-bit only), or XP (32-bit only)
** Apple/MAC is not supported
It is supported on systems that connect to the internet through a proxy server. We support automatic:
- Proxy detection
- Manual proxy
- NTLM proxy authentication.
**IMAP and Pop3 email servers are not supported.
Terminal servers, such as Citrix, are not supported.
Web based authentication - no security token required
Microsoft Outlook XP (2002), 2003, or 2007|
Microsoft Windows® 2000, XP, Vista™, or Windows 7 (32-bit only; 64-bit is not supported)
Microsoft Word XP (2002), 2003, or 2007
Does NOT support Outlook 2010
Does NOT support ‘Automatically Detect proxy settings” in Internet Explorer | Tools | Internet Options | Connections (tab)| LAN Settings. It supports Manual proxy or Proxy script configuration in IE
Supports most of the popular mail servers
Connect for Outlook version 3.2 and later supports person accounts if they have been implemented in your organization.
|Link to SFO System Requirements in Help and Training||https://help.salesforce.com/apex/HTViewHelpDoc?id=outlookcrm_sys_req.htm&language=en|
-Synced contacts are automatically associated with matching Salesforce.com accounts or placed in a queue called Unresolved Items (if account name does not exist in Salesforce org) to be manually assigned. Salesforce for Outlook consists of a system tray program and an Outlook add-in (either the Add Email button or Side Panel AND Create Case button )|
• Options to sync only some or all contacts, events, and tasks using the 2 sync methods : Automatic vs Manual
• Automatically scheduled sync cycles
You can also use the new Categories added by SFO to select what records to synchronize. For more information see KB - 000187292
• Recurring events are supported. See the article for more information on syncing Recurring events with SFO
• Event attendees don't sync
• Sync frequency: During active use, all updates sync automatically every ten minutes. If we detect no keyboard or mouse activity for 30 minutes, we change the sync frequency to 30 minutes. After two hours of inactivity, we sync hourly, and after four hours, we sync every four hours. We changed the frequency by which Salesforce for Outlook syncs contacts. Instead of syncing contacts automatically
every 10 minutes, Salesforce for Outlook now syncs contacts automatically every hour.
• Field mapping is done in Salesforce in Outlook configuration and has a few limitations.
• The Create Case feature lets users create cases in Salesforce from emails in Microsoft Outlook. As an administrator, you can create Email-to-Case destinations that appear in the drop-down list button Create Cases in Outlook. For each destination, you choose the assignee, which can be either individual users or queues. You can add up to 10 destinations for each Outlook configuration. When users create cases, they can add up to 10 emails simultaneously for each destination.
• Side Pane: Another feature that helps users to view and work with Salesforce records directly in Microsoft Outlook. If this option is enabled, it replaces the Add Email and Send/Add button in Outlook ( Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions)
• Sync is a manual process. Sync can also be scheduled automatically (from 1-8 hours)|
• All Contacts must be associated with their accounts in Salesforce from Outlook before being able to synchronize.
(see KB 104515)
• Users can select what records to sync by Marking those records for sync.
•Private records can be Un-Marked for sync
• Field mapping is done in Outlook under Tools | Salesforce.com Options
• Recurring events sync as individual events. Event attendees don’t sync
|Where are administration settings managed?||
In Salesforce by the administrator. Administrators can grant permission to users to customize their settings|
User settings are stored in Outlook configurations, which administrators manage in Salesforce.com. Users may be able to update certain settings in their own configurations.
In Outlook by the user|
User settings are stored in an xml file called O_Dictionary.xml file and a registry key called SM. Administrators can locked down or allow visibility to certain settings by modifying the O_Dictionary.xml
Connect For Outlook
Available in: Personal, Contact Manager, Group, Professional, Enterprise, and Unlimited Editions
The system requirements for Connect for Outlook are:
- Microsoft Outlook XP (2002), 2003, and 2007
- Microsoft Windows 2000, XP, Vista, and Windows 7 (32-bit only; 64-bit is not supported)
- Microsoft Exchange Server
- Microsoft Word XP (2002), 2003, or 2007
You must have administrator permissions to run the .msi installer with Windows 7 and recommended to turn off Windows Vista/7 UAC (User Account Control).
Connect for Outlook is available in all supported languages offered by Salesforce.com. However, your Connect for Outlook language is determined by your Outlook display language setting rather than your Salesforce.com language. (The Regional Settings in Control Panel)
Connect for Outlook fully supports Unicode encoding. However, versions of Outlook prior to Outlook 2003 do not. If you use an earlier version of Outlook, synchronized items may not display properly in Salesforce.com if they contain characters that are not native to your Outlook locale.
With Connect for Outlook, you can:
- Use the Salesforce.com Address Book to insert contacts and leads as email recipients
- Add outbound or existing email messages from Outlook to account, asset, campaign, case, contact, contract, lead, opportunity, product, and custom object records in Salesforce.com
- Upload email attachments to Salesforce.com
- Create a new case in Salesforce.com from an Outlook email
- Associate contacts, calendar events, and tasks in Outlook with records in Salesforce.com
- Synchronize contacts, calendar events, and tasks between Salesforce.com and Outlook
- From Outlook, open a Salesforce.com record's detail page in a Web browser
With Connect for Outlook, you can synchronize your contacts, tasks, and calendar events between Salesforce.com and Outlook. This allows updates to records in Outlook and Salesforce.com to remain in sync. Before you can synchronize to Salesforce.com, you must save items to your sync folder by marking them for synchronization.
To set items that you have saved to your synchronization folder to be automatically marked for sync:
1. Navigate to Tools | Salesforce.com Options.
2. Select the Contacts, Events, or Tasks tab.
3. Select the Always mark records for sync checkbox.
To manually synchronize information:
1. In Outlook, select one or more contacts, calendar events, or tasks. Note that you cannot synchronize emails, but you can add them as tasks or cases in Salesforce.com.
2. Select Mark for Sync from the toolbar or the right-click shortcut menu. This adds the items to the “salesforce.com” category in Outlook. In Outlook 2007, if the item is open in its own window, click the Salesforce.com tab on the Ribbon, then choose Save and Mark for Sync.
If the Company or Manager's Name fields are populated for one of the selected contacts, you must select the associated Account and Reports To records in Salesforce.com. If you select multiple items that have been automatically marked for sync, you can now complete associations for these items as needed. In Outlook, when you open your contacts in an address card view, colored icons indicate a contact's synchronization status. When a contact is first marked for synchronization, an icon with a red clock dial displays next to the contact's name. After synchronization, a green check mark icon displays next to the contact's name. For contacts that were manually added to the “salesforce.com” category, a status icon does not display until after the contact has been synchronized.
Tip: While creating or editing an Outlook item, you can quickly mark it for synchronization by clicking Save and Mark for Sync.
3. Click Sync in the Connect for Outlook toolbar. Connect for Outlook begins synchronizing all marked items with Salesforce.com. Your very first synchronization may take several minutes because your data is comparison-checked in order to avoid duplicates.
Note: During synchronization, the Outlook Reading Pane does not automatically refresh as you highlight messages in your email folders. To view messages during synchronization, double-click the message to open it in a separate window. Also, during synchronization, Connect for Outlook commands in the right-click shortcut menu are not available.
To avoid unnecessary space usage, not all occurrences of recurring appointments synchronize between Salesforce.com and Outlook. The following occurrences synchronize according to your computer's current time and date:
- Occurrences of a daily series that fall approximately in the next thirty days
- Occurrences of a weekly series that fall approximately in the next six weeks
- Occurrences of a monthly or yearly series that fall approximately in the next six months
4. If records will be added to Outlook or Salesforce.com as a result of the synchronization, a dialog box summarizes these changes and asks you to confirm them.
5. If necessary, you are prompted to resolve data conflicts.
6. When the synchronization process completes, click OK.
To specify that you no longer want to synchronize an item, select one or more items and click Unmark for Sync in the Connect for Outlook toolbar, or right-click and choose Unmark for Sync from the right-click shortcut menu. In Outlook, the “salesforce.com” category is removed from the item. Connect for Outlook contains various synchronization options you can customize, including scheduling synchronization, specifying the synchronization direction, determining how conflicts should be handled by default, and specifying the field mappings for synchronization. All the above are in Salesforce.cop Options in Outlook | Tools menu.
Resolving Data Conflicts During Connect for Outlook Synchronization
If a record has been modified in both Outlook and Salesforce.com and you try to synchronize your data, a conflict resolution dialog box appears, allowing you to choose which information to save. For example, if you changed a contact’s phone number in Outlook and then changed that contact’s address in Salesforce.com, you must identify which values are correct.
1. In the left pane, use the drop-down list to choose whether to display records in a tree or list view, and then choose the record that you want to resolve.
2. In the right pane, use the drop-down list to choose whether to display all fields on the record or only those that have conflicting data, then select the radio button next to the correct value.
3. If necessary, click the pencil icon ( ) and manually enter the value you want to save.
Note: The pencil icon is not available for read-only fields on some objects, such as products on opportunities.
4. Repeat these steps for each record listed in the left pane. When you have selected a value to resolve the conflict, the status of the record in the left pane displays a green check.
5. Click Submit when you have finished making selections for all records in conflict.
NOTE** If sync process fails for any reason such as contacts failed to add or any other error box pops up, the conflict resolution changes that you submit will not take effect. You would need to correct the sync errors and run the sync again to make sure there are no errors then resolve the conflicts
- Records created or edited on the server or on other devices, such as a Blackberry, won't be marked for sync.
Opening Salesforce.com Records from Outlook
After synchronizing, Connect for Outlook allows you to open the Salesforce.com detail page of a contact, task, or nonrecurring calendar event from Outlook:
1. In Outlook, select a contact, task, or nonrecurring calendar event so the item is highlighted.
2. Click View in Salesforce.com from the toolbar or the right-click shortcut menu.
3. The Salesforce.com record opens in your Web browser. Because you are already logged in through Connect for Outlook, you do not need to enter your username and password again.
Debug Log Location: It needs to be enabled first from the registry by changing the value for LogMask Key from 0 to FF
Registry key is located under:
In Windows XP
C:\Documents and Settings\<username>\Application Data\salesforce.com\SM
In Windows Vista/7
C:\Users\< username >\AppData\Roaming\salesforce.com\SM
Salesforce for Outlook
Available in: Group, Professional, Enterprise, Unlimited, Developer, & Contact Manager Editions; & Trial organizations
Microsoft Outlook 2007 or Outlook 2013, Outlook 2010 (32-bit and 64-bit). Outlook 2013 Click-to-run is also supported in SFO version 2.3.5 and later
We also support Microsoft Exchange Online—the Microsoft-hosted service that integrates with Office 365
If you're using Outlook 2010, Outlook 2010 .NET programmability support is also required.
- Microsoft Windows 8 (32-or 64-bit)
- Microsoft Windows 7 (32-or 64-bit)
- XP (32-bit only)
- Vista (32-bit only)
- Adobe Acrobat Reader 7.0 or later
- Apple/MAC is not supported
- Supported browsers include Microsoft Internet Explorer® 8 or later. IE 11 is not supported yet as of SFO 2.3.5. The workaround is to either downgrade to IE 10 or contact support for a work around
IMAP and POP3 email servers are NOT supported.
Salesforce for Outlook is supported on systems that connect to the internet through a proxy server. We support automatic proxy detection, manual proxy, and NTLM proxy authentication.
.msi Installer Requirements
You may have to install the following additional tools if you use the .msi installer. They're installed automatically when you use the standard .exe installer.
- Microsoft .NET Framework 4 (you can download this from HERE )
- Visual Studio® 2010 Tools for Office Runtime
- Primary Interop Assemblies (PIA) redistributable package for your version of Microsoft Outlook
To perform a silent install via the command line for the SFO .msi installer the follow command would be entered:
"msiexec /quiet /qn /i SalesforceForOutlook.msi /L*v install.log"
msiexec /i "SalesforceForOutlook.msi" /quiet also works for quiet install
*For IT people who would like to deploy the MSI using an automation, the /extract command with the .exe file can be used to extract the VSTO (Visual Studio® 2010 Tools for Office Runtime) and PIA (Primary Interop Assemblies) redistributable installers
To do this: Open Command Prompt and navigate to the directory that contains the Salesforce for Outlook .exe file and use the command below:
This will extract the file and create the following folders and files which you can manually install
Microsoft Vista, Windows 7, Windows 8 users who want to use the .msi installer must run the command prompt an administrator and then launch the installer from the command line, such as from the command msiexec /i SalesforceForOutlook.msi. as far as using any type of automation, they need to make sure they run the MSI in the elevated mode and also make sure Outlook is closed (SFO is closed if it is installed)
They would need to push out the VSTO and PIA first and then push out the SFO MSI package. The VSTO and PIA are already packaged in the SFO .EXE version see the paragraph above (explaining the /Extract Command)
Time Zone Requirements
The Windows time zone must match the time zone set in the user's Salesforce.com profile. Salesforce for Outlook supports all Salesforce.com time zones except custom time zones and the following.
- Assign multiple items Batch Edit: You can assign up to 50 items in any one queue simultaneously.
- Have Salesforce provide Recommendations. Salesforce provides recommendations for accounts, cases, and opportunities to which you can assign your items. Have Salesforce provide Recommendations if you don't want to see these recommendations, click the Turn off Recommendations link. If you change your mind, click the Turn on Recommendations link. Recommendations display only when you select a contact from the lookup and the related list is empty. Salesforce displays recommendations based on the following criteria:
Cases: The contact is related to the case.
Opportunities: The contact has a contact role in the opportunity.
Event Sync Enhancements
- When events sync from Outlook with Salesforce for Outlook, they appear in your Salesforce.com calendar and on the My Unresolved Items page. Use this page to either assign events to related Salesforce.com records or confirm that you want to leave them unassigned.
- You can now sync events with Subject fields up to 255 characters long.
- The Outlook queue is now called the My Unresolved Items page. It lists all the synced Contacts, Events, and Tasks that need to be either associated with other Salesforce.com records or confirmed as unassigned. Depending on what kinds of records are syncing, My Unresolved Items may be organized into sub tabs.
- If we detect possible account matches for synced contacts, we list those as suggested accounts in the drop-down list on the Contacts tab of the My Unresolved Items page. Suggested accounts always show the Account Name field and the first three additional fields defined in your account search layout. To change these fields, click Your Name
- If you merge an unresolved contact with the Master Record of an existing contact, the contact is considered resolved and is removed from the My Unresolved Items page.
- If we find multiple matching Salesforce.com contacts when a contact first syncs from Outlook, you can now choose one of the following Matching Criteria preferences on a Salesforce for Outlook configuration to indicate which contact Outlook should sync with: Most recent activity, Last updated, or Oldest.
- Events aren't automatically associated with related Salesforce.com records when they sync from Outlook. Users must manually assign an event to related records using My Unresolved Items.
Additionally, you can now sync events with locations up to 255 characters. We increased this limit from
- All-day events beginning on the first day you're configured to sync
- Event attendees
- Multiday events sync as single events in either direction.
- Rich-text formatting from Outlook doesn't sync. If an Outlook event with rich-text formatting syncs both ways, it syncs back to Outlook as plain text, overwriting any formatting in the original version.
- The Windows time zone must match the time zone set in the user's Salesforce.com profile. For supported time zones, see “Salesforce for Outlook System Requirements” in the Salesforce.com online help.
- When selecting sync folders in the setup wizard, follow these guidelines: You can use your default folders or click Change Folder and select or create a folder that's within your default folders or the main Mailbox folder.
- You must define a data set for any object that has a sync direction. Otherwise, the object won't sync, and the user's configuration won't display a filter for that object.
- You can't map picklist values in Salesforce for Outlook configurations.
- Advanced filters aren't available in Salesforce for Outlook configurations. This means you can't combine filters, as in filter 1 OR (filter 2 AND filter 3).
- If you configure Email to Salesforce to associate emails to matching opportunities, Salesforce.com searches the To and CC fields for the email addresses of your contacts. If contacts are found, Salesforce.com saves the email to the Activity History related list on all open opportunities for which the contact is assigned a contact role.
- Salesforce for Outlook isn't fully 508-compliant.
Single Sign-On Requirements
Salesforce for Outlook supports both delegated authentication and Security Assertion Markup Language (SAML) requirements. When using SAML in Salesforce for Outlook, My Domain is required.
- If you rename tabs in Salesforce.com, such as changing Contacts to Candidates, those new names aren't reflected in Outlook or the scopes and filters of data sets.
- A shortcut to Salesforce for Outlook remains in the Start menu of Microsoft Vista users who upgrade and then remove Salesforce for Outlook. The shortcut is removed when they restart their system.
To display the Salesforce Side Panel in Outlook the "Side Panel" checkbox must be ticked on your Outlook configuration
To add Outlook emails to Salesforce via the side Panel your user must have access to “Email to Salesforce” AND “Add Email” permissions
To add email attachments to Salesforce: “Always save email attachments” in your Email to Salesforce settings
When you select emails in Outlook, you can see your Salesforce contact and lead details in the Salesforce Side Panel, a feature that appears in Outlook if your administrator enables it in your Outlook configuration. This side panel, available in Salesforce for Outlook v2.0 and later, displays up to a total of ten contacts and leads from the From, To, and Cc fields in your emails.
In addition, you can:
- See up to a total of four open and past activities and opportunities related to the contacts and leads that appear in the side panel.
- Manually add emails to either one contact and one account or opportunity, or one lead only.
- See whether Salesforce encounters duplicate contacts or leads, and choose the most appropriate ones to display in the side panel.
- Search for additional contacts, leads, accounts, and opportunities.
- Use the blue text links to view details directly in Salesforce.
- You can see the contacts, leads, activities, and opportunities to which you’ve added emails. You can also click the search icon ( ) to find other contacts, leads, accounts, and opportunities, and then add emails to them. There’s even a collapse icon ( ) to hide the side panel.
- The side panel displays contacts and leads based on the order they appear in the From, To, and Cc fields in your emails. For each contact and lead, you can view related activities and opportunities. Clicking on those activities and opportunities opens them directly in Salesforce. If you have the Social Accounts and Contacts feature enabled in Salesforce, the side panel displays either Facebook® or Twitter™ profile pictures for contacts and leads that maintain profile pictures on those sites.
- Additional contacts and leads from your emails appear, which you can select to display contact and lead details along with related activities and opportunities.
Considerations for Using the Salesforce Side Panel
If you’ve been using Salesforce for Outlook and the Salesforce Side Panel is new to you, take a look at these details so that you know what changes to expect.
- After your administrator enables the side panel, the Add Emails button no longer appears directly in Outlook. Instead,
- you can click directly on the side panel to add emails to either one contact and one account or opportunity, or one lead only.
- Supported browsers include Microsoft Internet Explorer® 8 or later. IE 11 is not supported yet as of SFO 2.3.5. The workaround is to either downgrade to IE 10 or contact support for a work around.
- The DELETE function in the search box is inactive. To modify search entries, users can either press BACKSPACE, or click Done and then search again.
- Opportunities associated with person accounts do not appear in the side panel, unless you manually add contact roles on the opportunities.
Hiding Salesforce for Outlook Alerts
Salesforce for Outlook automatically displays system tray alerts about issues like sync errors and unresolved synced records. To hide these alerts, right-click the system tray icon and click Hide Alerts. Click Hide Alerts again to show them.
Other things to consider:
Salesforce for Outlook offers a seamless sync experience, where data syncs automatically without interrupting your work. Here are some guidelines to keep in mind as you sync data with Salesforce for Outlook.
- Salesforce for Outlook uses Outlook folders to limit which records sync with Salesforce. Before you complete the Salesforce for Outlook setup wizard, make sure the folders you want to sync contain the right records. If you're syncing both ways or syncing Outlook to Salesforce, moving a record out of a synced Outlook folder deletes that record in Salesforce. If you're syncing both ways or syncing Salesforce to Outlook, removing a record from Salesforce deletes that record in Outlook.
- Your data syncs automatically after you set up Salesforce for Outlook.
- During active use, all updates sync automatically every ten minutes. If we detect no keyboard or mouse activity for 30 minutes, we change the sync frequency to 30 minutes. After two hours of inactivity, we sync hourly, and after four hours, we sync every four hours.
- You can force a sync at any time by right-clicking the system tray icon and clicking Sync > Sync Now.
- Your Outlook configuration defines which items are set to sync, which direction the data flows between Outlook and Salesforce, and what happens when data conflicts.
- If you don't want certain Outlook items to sync, assign them to the category Don't Sync to Salesforce in Outlook. (available in version 176 and later)
- Outlook and Salesforce must be configured to sync before you can see the Sync > Sync Now menu item.
- If data is un-deleted in Salesforce or becomes available due to a change in sharing permissions, it will show up in Outlook within 24 hours or when you manually sync from the system tray.
Debug Log Location: It is enabled by default and are located in
Click on Start ➤ Run ➤ type in %appdata%\salesforce.com\Salesforce for Outlook and press Enter
Click on Start and type in %appdata%\salesforce.com\Salesforce for Outlook and press Enter
Sync history is also saved in a DB file called Sync.db in the following location. This file can be deleted or renamed (you would need to close Outlook and Salesforce for Outlook first) if you experience any sync issues. Deleting the file would force the sync to start sync fresh from scratch
C:\Users\\<username>\Application Data\ salesforce.com\Salesforce for Outlook\DB
It is best to disable Windows Vista/Windows 7 UAC (User Account Control) before installing SFO. Once its installed you can re-enable the UAC
Knowledge Article: How to turn off Windows Vista/7 UAC (User Account Control)