Users Setup - Salesforce for Outlook 2010 - Add Email & Create Case Functionality

Here is the scenario:
All business users have been migrated to Windows 7, 64 bit and Outlook 2010. They were utilizing the Outlook 2003/2007 on Windows XP or Windows 7 32 bit.
Now a plugin is required.

Solution:
   As an user, you need to perform the following task before you can utilize full functionality of Add Email and Create Case.
Step 1:
   Make sure your administrator has set up the configuration for your profile.

Step 2:
   Download the plugin. Navigate to: Setup | Personal Setup | Desktop Integration | Salesforce for Outlook
You should have 2 buttons:
View my Configuration <== this will be available only when your administrator has set you up.
Download <== Download the plugin.

Step 3:
  After downloading the Plugin, run the plugin but have outlook closed.

Step 4:
   After setting it up, log into Outlook & click on the Red Salesforce Icon on your desktop and login into Salesforce.

 Step 5:
   The login screen would appear for Outlook Plugin. You can change the URL to Production or Sandbox. Enter in your credentials and click on Login.

Step 6:
   The next screen would bring up "Salesforce for Outlook is requesting Permission to". Click on Allow.

After clicking on Allow, it will bring up your configuration which the administrator of your instance has set you up for. Click OK.

Within Outlook, you will see 2 buttons "Add Email" & "Add Case".

Step 7:
For Add Email, your outlook email should be in Salesforce itself and this must be setup so that this functionality would work correctly.
Setup | Personal Setup | Email | My Email to Salesforce

Step 8:
   On this screen, please configure the following:

Under the section:
"My Acceptable Email Addresses"
   Make sure your full email address as it is setup in Outlook.

Step 9:
  Under the section: Email Associations
The following should be checked:

• Always send them to My Unresolved Items
• Always save email attachments <== (Salesforce will not take more then 10MB per attachment) 
• Email me confirmation of association
• Excluded Domains <== Empty 

Just a couple of Notes about Add Email from Outlook:

     Once you click Add Email from Outlook, Outlook will place the message on the header of the email sent to salesforce. The message will display "Sent to Salesforce.com"

An email from salesforce, will be emailed to your inbox stating that this task was successful.

To view your email you sent to salesforce, log into salesforce
https://login.salesforce.com
on the Home Page you will see a section on the left side "Shortcut".
Inside this section, "My Unresolved Items"

 Click on it.
Within this screen, you should see the email sent thru you outlook. You can assign this to an existing case. The section where it states "Assign to Salesforce.com Records" Click on Accounts drop down and select Case. Place it the number of the Case and click save.

It will be assign to the Case Number assigned and it will be in the Activities related list within the Case Page Layout.

Source : http://mysalesforcecode.blogspot.in/2012/03/users-setup-salesforce-for-outlook-2010.html

Admins Setup - Salesforce for Outlook 2010 - Create Case & Add Email Functionality

Scenario:
The entire department or company is migrating to Windows 7 and Outlook 2010. But they were utilizing outlook for connect before hand. Which had the bells and whistles of creating a case, add email, and attachments to email with the pop-ups...
Now you need to test, research, and implement the new way but before you can do that you need some guidance to how to teach your self the EASY WAY...

Solution:
   Step 1: Configure your Outlook 2010 for your email.
   Step 2: For Create Case Functionality you must have Email to Case Settings Enabled and setup.
To do so please navigate to:

Setup | App Setup | Customize |  Cases | Email-to-Case

Step 3:  Click on Enable Email-to-Case Checkbox to true. If you like please take the time to enable the other options if you must for your instance. These are org-wide settings, make sure you get a consensus among your peers before you do so.

Click Save. 

Step 4: Set up a Outlook Configuration in Salesforce, if you are doing this as a test then I suggest going into your Sandbox environment so it does not mess with production data.
To set up your Outlook Configuration Navigate to:

Setup | Administration Setup | Desktop Administration | Outlook Configuration

Click on New Outlook Configuration Button

Under "Basic Information" Section:

Create a Name for your Configuration: I will be testing the create case Functionality so my Configuration will be "Create Case"
Click on Active Check-box
Best Practice is to place in a description of the configuration you are creating.

Under "Assign Users and Profiles" Section:
You can add individual users here or drop down Search to Profiles and select profiles.

NOTE: A profile or User can be part of one configuration. Not more then one.
Let's select the System Administrator Profile.

Under "Data Settings" Section:
Click on Add Email Check-box
Click on Create Case Check-box
Once you click on Create Case - you must configure a "Create Case Destination", So lets click on "Create a new case destination" It shall bring up a box that states it will navigate you automatically to the create case destination area where you can set this up but it will save the configuration as well. Click on Save and Continue on the pop-up box.

This will take you to Email-to-Case Routing Information page

Which is under the case section:
Setup | App Setup | Customize |  Cases | Email-to-Case

Under "Routing Information"
Place in a routing Name: Create Case

Under "Email Settings"
Place in any acceptable emails that can come in thru the create case method. Leave this blank right now.

Under "Case Settings"
3 Mandatory fields are here:
Case Owner ==> this can be an individual user or a queue
Case Priority ==> High/Medium/Low
Case Origin ==> Phone/Web/Email/ Anything that you have in there.

You must fill it out before anything and then click save.

 Once you click Save it will take you back to the Outlook Configuration Page where you started.
Navigate to "Data Settings"
Click on Create Case Check-box
Now click on Choose an Existing Create case Destination
Select the Destination method you just created.

Under the Sync Direction for Contacts, Task, and Events lets for now do "Don't Sync"
Click Save.

This would be it for Administrators to set up the user.

Source : http://mysalesforcecode.blogspot.in/2012/02/salesforce-for-outlook-2010-create-case.html