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Getting Started with SalesForce CRM

SalesForce Integration with MS-Office(Dynamo office)

Description:
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Beginner’s G ide !or Sales"orce. The doc ment !oc ses on Sales!orce #$namo %!!ice installation, con!ig ration and &S-%!!ice integration.'oin o r pro!essional training program and learn !rom e(perts.

History:
Version Date $%& $%& Description Change Initial Draft -e*iew.& !thor Chan'ra "ra(ash Sharma mt Sharma "!#lish &$th )o* +$&, &+th )o* +$&,

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Contents
*ontents.......................................................................................................................... + Sales"orce Integration with &S-%!!ice ............................................................................ , How To Integration with &S-%!!ice -............................................................................. , How to .dd /ew Template -........................................................................................ 0 How to See &s-o!!ice #oc ment in Sales"orce.com -................................................1

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SalesForce Integration with MS-Office
To ma2e sers more prod ctive Sales"orce is tightl$ integrated with pop lar &icroso!t applications incl ding 3ord, E(cel, PowerPoint and % tloo2. Sales!orce.com provides a convenient hosted application service. However, bac2-end reporting and integration with in-ho se applications is not possible witho t sophisticated .ppe(change .PI programming.

How /o Integration with MS-Office :
Go to .ppe(change web site and download #$namo o!!ice given below site. https-44appe(change.sales!orce.com4res lts52e$words6o!!ice $o can also se directl$ #$namo web site below given lin2. http-44www.d$namoapps.net4o!!ice4install.htmls %n this two more option !or ms-Power point or &icroso!t E(cel . 7 st go given lin2 and clic2 on &icroso!t word Install /ow b tton.

%nce download set p is complete, .!ter then install on $o r machine. )ote : &a2e s re be!ore install #$namo set p, install &s-%!!ice set p in $o r &achine . .!ter *omplete installation #$namo set p in $o r machine a!ter that open &s-%!!ice $o can !ind there one tab #$namo !or connecting Sales"orce. see below.

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.!ter open &s-%!!ice then clic2 on Dynamo tab there are man$ option create /ew template, %pen !ile, Save !ile , Save .s !ile, search !ile, 8o can see acco nt in!ormation, See #oc mentation in!ormation, help . Per!orm an$ operation !irstl$ login with Sales"orce mail id or password. 3rite an$thing in &s-word doc ment according $o r need and clic2 on Save b tton.

8o can also %pen these #oc ment !ile b$ sing #$namo. *lic2 on Open tab .

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How to

'' )ew /emplate :
sing &s-o!!ice. see below.

*lic2 on .dd Tab in #$namo

Step & :Select %b7ect name there is all ob7ect available. then clic2 on )e0t b tton.

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Step + : Select a test record !or .cco nt, i! there is no clic2 on /e(t b tton.

Step , : Select log .ctivit$ %ption, Then *lic2 on )e0t b tton.

Step 1 : Select Save option, then clic2 )e0t b tton.

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Step 2 : Select a save location, Then clic2 on )e0t b tton.

Step 3 : Select an Email option, Then clic2 on )e0t b tton.

Step 4 : Select % tp t !ormat, then clic2 on Finish b tton.

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.!ter "inish all step<s $o can see template loc2 li2e, see below. #ata &apper, Tags, .ppendices, Tas2 pane, =ogic, "orms, > n.

How to See Ms-office Doc!ment in SalesForce%com :
=ogin $o r Sales"orce Page, a!ter s ccess! ll$ login clic2 on available on in men bar right side.. ll /a# icon see below. it

.!ter clic2 on .ll Tab Icon, $o can view .ll Tab, select "iles !older. see below.

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.!ter clic2 on "iles icon open new web page on this page $o can see &s-o!!ice !ile . see below.

.!ter clic2 on !ile name.

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