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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 Beginners Gide !or Sales"orce. The docment !ocses on
Sales!orce #$namo %!!ice installation, con!igration and &S-%!!ice
integration.'oin or pro!essional training program and learn !rom e(perts.
History:Version Description Change !thor "!#lishDate$%& Initial Draft Chan'ra "raash Sharma &$tho* +$&,$%& e*iew.& mt Sharma &+tho* +$&,
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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 #ocment in Sales"orce.com ................................................1
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SalesForce Integration with MS-Office
To ma2e sers more prodctive Sales"orce is tightl$ integrated with poplar &icroso!t
applications inclding 3ord, E(cel, PowerPoint and %tloo2. Sales!orce.com provides a
convenient hosted application service. However, bac2-end reporting and integration
with in-hose applications is not possible withot sophisticated ppe(change PI
programming.
How /o Integration with MS-Office :
Go to ppe(change web site and download #$namo o!!ice given below site.
https44appe(change.sales!orce.com4reslts52e$words6o!!ice
$o can also se directl$ #$namo web site below given lin2.
http44www.d$namoapps.net4o!!ice4install.htmls
%n this two more option !or ms-Power point or &icroso!t E(cel .
7st go given lin2 and clic2 on &icroso!t word Install /ow btton.
%nce download setp is complete, !ter then install on $or machine.
ote : &a2e sre be!ore install #$namo setp, install &s-%!!ice setp in $or
&achine .
!ter *omplete installation #$namo setp in $or 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 Dynamotab there are man$ option create /ew
template, %pen !ile, Save !ile , Save s !ile, search !ile, 8o can see accont
in!ormation, See #ocmentation in!ormation, help .
Per!orm an$ operation !irstl$ login with Sales"orce mail id or password.
3rite an$thing in &s-word docment according $or need and clic2 on Save btton.
8o can also %pen these #ocment !ile b$ sing #$namo. *lic2 on Opentab .
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How to '' ew /emplate :
*lic2 on dd Tab in #$namo sing &s-o!!ice. see below.
Step & :Select %b7ect name there is all ob7ect available. then clic2 on e0tbtton.
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Step + :Select a test record !or ccont, i! there is no clic2 on /e(t btton.
Step , : Select log ctivit$ %ption, Then *lic2 on e0tbtton.
Step 1 :Select Save option, then clic2 e0tbtton.
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Step 2 :Select a save location, Then clic2 on e0tbtton.
Step 3 : Select an Email option, Then clic2 on e0tbtton.
Step 4 : Select %tpt !ormat, then clic2 on Finishbtton.
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!ter "inish all step
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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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