Salesforce Outlook integration is one of the features that allow sales teams to use Outlook email applications and keep Salesforce data updated. Through integration, sales teams access Salesforce data in Outlook, and they can log Outlook events and emails to Salesforce records. One of the strategies sales reps use to build stronger customer relationships is to send them birthday wishes.

When the number of tasks to handle is many, a sales rep can forget to send a birthday note to customers. The best way to do it is to record it in Outlook and then sync the events with Salesforce. Salesforce Outlook sync events will help reps to make sure they do not forget customers’ birthdays.

Sync Salesforce and Outlook Events: How Does It Work?

The Outlook calendar is a great tool for use by sales teams. It helps them record their events, such as scheduled meetings, follow-ups, appointments, and customer birthdays. Customer loyalty is an important feature of any organization seeking to boost revenue. Research shows salespeople who send birthday cards to customers increase loyalty by 10%. The best way not to forget a customer’s birthday is to create a calendar birthday in Outlook and add reminders. The main question now is how do you move Salesforce client birthdays to an Outlook calendar.

To make sure you do not get overwhelmed by work and fail to send a birthday card, sync Salesforce calendar with Outlook and program it for automated sending. You need to use a sync platform such as the Revenue Grid’s Salesforce calendar sync Outlook tool. The tool is then added to Salesforce to allow you to automatically sync your Outlook calendar events such as customer birthdays, with Salesforce.

You only need to create a customer birthday file in Salesforce and then match it with the birthday events on the Outlook calendar. The sync feature intuitively identifies the specific Salesforce file and auto-updates the events as you key them in the Outlook Calendar.

How do you move Salesforce client birthdays to an Outlook calendar?

You can sync your Salesforce customer birthdays with Outlook calendar by using Salesforce for Outlook feature. It helps you keep an accurate view of upcoming customer birthday events so that you email birthday wishes to clients from Outlook.

You need to configure both tools to define which files and events to sync or the direction data will flow between the two tools. Once the synced events go beyond the set range, the syncing stops. To sync Salesforce client birthdays to Outlook calendar, follow these steps.

Step 1: Create a birthday event file in Salesforce

Develop a client birthday file in Salesforce and add the events to the calendar. You require a sync feature to connect the events in Salesforce with Outlook. In Salesforce, open your personal settings menu. Open the Quick Find box and type the words Connected Accounts. In the dialog box that opens, click Email and Calendar Accounts.

Step 2: Create a new account

In the Email and Calendar Accounts field, click on New Account. This is where you will give a name to the client’s birthday calendar account and enter all the birthday events that you need to add. The next step is to connect the birthday events with Outlook so that you can view them in both tools.

Step 3: Connect Salesforce Calendar with Outlook calendar

In the Quick Find box, type Outlook and then click on Salesforce for Outlook. Right-click and select the sync options. You can also open Outlook calendar events on the Outlook ribbon.

Select Sync to Salesforce. Connect the client birthday file you created in Salesforce with Outlook. This is the final step on how to send calendar events from Outlook to Salesforce. You can now configure to add reminders, auto-send, and other features.

Summary

Sending birthday wishes to clients is one of the best ways to build stronger relationships with them. Sales reps might forget when client birthdays are due. The solution is to create birthday events in the Outlook calendar and then sync it with Salesforce. After syncing, it is easy to add reminders or configure Salesforce to automatically send birthday wishes.