Outlook/Lotus Notes Integration with Salesforce.com

By:

Bushra Siddiqui Associate Consultant I

Salesforce.com Desktop Integration Tools

Is it necessary to know how it’s done?

Following projects required Outlook/Lotus Notes Integration with Salesforce.com :

i. McBride & Son Homes Post Project

ii. Idealease

iii. NCSA

iv. BioCircle

v. Briljent

vi. ParkSite

vii. Clarke

viii. CCC Information Services

Microsoft Outlook Integration With Salesforce.com

Difference between Connect for Outlook and Salesforce for Outlook

Connect for Outlook• Syncs only the contacts, tasks,

and events that you manually mark for sync.

• Manually specify related records for each event and task.

• You manually specify related records for each contact you're syncing.

• Administration settings are done in Outlook

Salesforce for Outlook• Syncs all data from the

contact, calendar, and task folders.

• Events and tasks go to My Unresolved Items in Salesforce, where you can easily select related records.

• Contacts are associated to related accounts automatically in the cloud.

• Administration settings are done in Salesforce.

Salesforce For Outlook

Salesforce for Outlook is a Microsoft Outlook integration application that lets you log emails

in Salesforce. You can also sync contacts, events, and tasks between Outlook

and Salesforce. Settings are stored in configurations in Salesforce and may be editable for certain users. Contact your

administrator if you don't have access to a configuration.

System Requirements

Microsoft Outlook 2007 (64–bit and 32-bit)

Microsoft Outlook 2010 (64–bit and 32-bit)

Microsoft Windows 7 (64–bit and 32-bit),

Microsoft Windows Vista (32-bit only)

Microsoft Windows XP (32-bit only)

Salesforce for Outlook is available in Personal, Contact Manager,

Group, Professional, Developer, Enterprise, and Unlimited Editions.

Demo

Demo

• View your Configuration/Setup new Configuration• Install Salesforce for outlook plugin from

Salesforce organization• Run the setup• Once installation is complete, Sync contacts,

events and tasks.

Lotus Notes Integration With Salesforce.com

System Requirements

Microsoft Windows 2000 (32 Bit Only)

Windows XP Professional (32 Bit Only)

Windows Vista (32 Bit Only)

IBM Lotus Notes versions 8.x later

Connect for Lotus Notes is available in Personal, Contact Manager, Group, Professional,

Enterprise, and Unlimited Editions.

Integrating Lotus Notes (8.5) with Salesforce.com

System Requirements

• Microsoft Windows 2000, Windows XP Professional, or Windows Vista (32-bit only; 64-bit is not supported)

• IBM Lotus Notes versions 8.x later. We recommend that you always use the latest available Lotus Notes fix pack.

Caution: If your organization uses a custom Lotus Notes design template (.ntf) with modified fields, Connect for Lotus Notes may not function as expected.

To begin

Connect for Lotus Notes is available in Personal, Contact Manager, Group, Professional, Enterprise, and Unlimited Editions.

To begin:

1. Back up your Lotus Notes data. Contact your IT department for its preferred backup procedure.

2. Close Lotus Notes.

3. Back up your Salesforce data by running reports of your contacts and activities and exporting them to Excel. Alternatively, users with Enterprise or Unlimited Editions can ask their Salesforce administrator

to back up their organization’s data using weekly export. Weekly export is also available in Professional Edition for an additional cost.

4. Remove any old versions of Connect for Lotus Notes, which will appear in the Add or Remove Programs dialog box of your Windows Control Panel as “Salesforce.com Connect for Lotus Notes.”

Installing Salesforce.com for Lotus Notes

Step 1. Click ‘Setup’

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Installing Salesforce.com for Lotus Notes

Step 2: Click on ‘Connect for Lotus Notes’

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Installing Salesforce.com for Lotus Notes

Step 3: Click ‘Install Now’

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Step 4: ‘Save’ the file

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Tip Remember the location where you want to save the file

Step 5: Double click Setup file that has been saved.

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Tip Double clicking will initiate setup process. Allow access if you see a message asking permission for installing new software.

Installing Salesforce.com for Lotus Notes

Step 6: Select the language for installation

Step 7: Click ‘OK’

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Step 8: You may see following message if an older version of Salesforce.com Lotus Notes Edition is present on your system. Click OK.

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Installing Salesforce.com for Lotus Notes

Step 9: Windows Configuration Installer progress bar is displayed.

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Installing Salesforce.com for Lotus Notes

Step 10: Click ‘Next’

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Installing Salesforce.com for Lotus Notes

Step 11: Installation status bar will be displayed

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Step 12: When InstallShield Wizard has completed click ‘Finish’.

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Step 13: After installing the SaleForce Connector for Lotus Notes you must configure the following settings or the Notes client will just hang on startup.

11 If on 32 bit machine then edit the file "C:\Program Filesx86\IBM\Lotus\Notes\ framework\rcp\plugin_customization.ini".

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Tip

If on 64 bit machine then edit the file “C:\Program Filesx86 \IBM\Lotus\Notes \framework \ rcp\ plugin_customization.ini”

Step 14: Copy following lines:com.ibm.rcp.security.update/VERIFICATION_LISTENER=com.ibm.rcp.security.update.DefaultVerificationListenercom.ibm.rcp.security.update/TRUST_CERTIFICATE_AUTHORITIES=truecom.ibm.rcp.security.update/EXPIRED_SIGNATURE_POLICY=ALLOWcom.ibm.rcp.security.update/UNSIGNED_PLUGIN_POLICY=ALLOWcom.ibm.rcp.security.update/UNTRUSTED_SIGNATURE_POLICY=ALLOW14

Step 15: Paste security lines copied in “plugin_customization” file.

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Step 16: Open Lotus Notes by double clicking desktop icon.

TipAfter installing Salesforce.com plug in when Lotus note is opened first time ‘Salesforce For Lotus Notes’ wizard pop up is displayed. Cancel this wizard.

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Configuring Lotus Notes for Salesforce.com

Step 17: On Lotus Note Menu bar click Action

Step 18: Click Salesforce.com Options

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Configuring Lotus Notes for Salesforce.com

Step 19: Enter Username

Step 20: Enter Password suffixed by security code.

E.g. if password is ‘MyPass’ and

Security token is ‘123456’ then set Password= MyPass123456

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Configuring Lotus Notes for Salesforce.com

Step 21: Click ‘Verify’ to ensure username and password are correct.

Step 22: Click ‘OK’

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Setting up URL in Registry

Step 23: Search for ‘RegEdit’ in windows search and select it.

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Setting up URL in Registry

Step 24: Select My Computer > HKEY_CURRENT_USER > Software > Salesforce.com > SM

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Setting up URL in Registry

Step 25: Double click Server Url.

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Setting up URL in Registry

Step 26: Copy the link from following considering current environment.

For Production -> https://login.salesforce.com/services/Soap/c/10.0

For Sandbox -> https://test.salesforce.com/services/Soap/c/10.0

Setting up URL in Registry

Step 27: Paste link copied in last slide in value data field

Step 28: Click ‘OK’.

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Q/A