Connect to CRM

If you have company contact information stored in a Customer Relationship Management (CRM) software product, you can pull this information directly into your document without manually entering the information. You can setup one of the following CRM settings for Outlook or Salesforce.com (a production or a sandbox environment).

To enter your CRM settings, follow the tasks below.

1. From the header, go to Profile menu> My Credentials> CRM Settings.
2. Click the radio button next to either Outlook or Salesforce.com.
   • If you selected Salesforce.com, follow the tasks below.
     1. Enter your User Name and password.
     2. Select the radio button next to either Production or Sandbox.
3. Click Save.