Configuring the New Salesforce for Outlook

Step Required for Configuring the New Salesforce for Outlook

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Question

Which step is required when configuring the new Salesforce for outlook?

Answers

Explanations

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A. B. C. D.

AC.

When configuring Salesforce for Outlook, there are a number of steps you need to follow to ensure that the application works as intended. Let's go through each of the answers to the question to determine which step is required:

A. Select sync direction and conflict behaviour: This is an important step in the configuration process as it helps to determine how data will be synced between Salesforce and Outlook. Sync direction refers to the direction in which data will flow - either from Salesforce to Outlook or vice versa. Conflict behavior refers to what should happen if there is a conflict between data in Salesforce and Outlook. For example, if a contact is updated in both Salesforce and Outlook, which version should take precedence?

B. Select the appropriate config template: This step is not necessarily required, but it can be helpful in streamlining the configuration process. Config templates are pre-configured settings that you can apply to your Salesforce for Outlook configuration to save time and effort.

C. Assign users and profiles to a configuration: This is a critical step as it ensures that only the appropriate users have access to the Salesforce for Outlook configuration. You can assign users and profiles to a configuration by creating a configuration profile and then assigning it to the relevant users and profiles.

D. Enable the chatter feed sync with Outlook: This step is not required when configuring Salesforce for Outlook, but it can be useful if you want to sync Salesforce Chatter feeds with Outlook. Chatter feeds allow users to collaborate and communicate in real-time within Salesforce, and enabling this feature in Outlook can help to improve productivity.

Based on the above explanations, the correct answer to the question is A. Select sync direction and conflict behaviour.