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Mileidys
Integrating Outlook, SF, and LinkedIn
I want to get multi clients from Outlook and LinkedIn into SF and to have an easy way to keep in sync as I progress. Is the a way to sync between these three (Outlook, SF, and LinkedIn)?
jtretakoff
I have not found a very good way, but the closest is Plaxo (www.plaxo.com). Plaxo syncs with Outlook. Plaxo offers a one-way sync with LinkedIn (for the Premium edition). Plaxo offers a De-Duper for the Premium edition).
- Sync SF with Outlook.
- Sync Outlook with Plaxo.
- Sync Plaxo with LinkedIn.
- Run Plaxo De-Duper to merge LinkedIn information with existing Outlook contacts, and choose what information updates/is changed.
- Outlook syncs automatically with Plaxo upon changes.
- Synch Outlook with SF, and overwrite changes in SF from Outlook.