While, technically the appexchange does boast about Lightning for Outlook having sync functionality, Salesforce guides you not to use it and rather to use Lightning Sync. Lightning Sync I think I pretty much covered this, you sync your contacts and events between Outlook and Salesforce. ***** Please be careful with this.
Should you use Salesforce Lightning for Outlook?
Salesforce recommends using a new product, Lightning for Outlook, instead. However, users have found many critical flaws with this application. If things weren’t confusing enough already, Lighting for Outlook (LFO) was recently renamed “Salesforce Outlook Integration” (which doesn’t help… but let’s call it that here on out).
How do I sync Salesforce with Outlook?
The application requires users to manually click the “Add to Salesforce” button in order to sync their customer and sales activity data between Outlook and Salesforce. Salesforce for Outlook also doesn’t work on mobile devices or tablets.
Does Salesforce for Outlook work on Windows?
Salesforce will not be supporting the application at all going forward, which means if you run into any issues using the application, Salesforce will offer no assistance of any kind. Even if you can install and run Salesforce for Outlook, it will only work on Windows computers running older versions of Outlook.
How long does it take to sync sales activity with Salesforce?
With the Salesforce Outlook Integration app, in order to sync records and sales activity data, you need an additional product: Lightning Sync, which is slow. The first sync takes 72 hours or more. Each additional sync can take several minutes and is prone to creating duplicates, or losing as much as 40% of your sales activity data.
How do I turn on lightning Sync in Salesforce?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync.Click Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to see more setup steps.From the Set Sync Settings and Check Status section, click New Config.Click New Lightning Sync Configuration.More items...
How do I Sync Salesforce with lightning with Outlook?
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
Can you Sync Salesforce with Outlook?
You can keep your Outlook and Salesforce events in sync using Salesforce for Outlook. After an event is in Salesforce, you can assign it to related records, like contacts, accounts, opportunities, and so on.
How do I Sync my Outlook contacts with Salesforce?
Can I sync contacts only from Salesforce to Outlook?Right-click the LinkPoint Assist icon in the system tray and select Configure.Select Sync on the left side of the window.Select the Sync Jobs tab.Select Salesforce-Outlook Contact in the Process drop-down list.Select Synchronize Contact records box.More items...
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
How do I enable the Salesforce plugin in Outlook?
Take the following steps to enable the Salesforce for Outlook Add-In in Microsoft Outlook 2010/2013/2016:Click File | Options | Add-Ins.Click the Manage drop-down menu and select Disabled Items and click on Go...If the Salesforce add in is listed, select it and click Enable.More items...
What is the difference between Salesforce for Outlook and Outlook integration?
The Outlook integration lets users work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. This integration is meant to replace the Salesforce for Outlook side panel and even offers more features that Salesforce for Outlook does not.
What is Salesforce Lightning for Outlook?
Lightning for Outlook can link emails to Contacts, Leads, Accounts, Opportunities, and Cases. It can also relate Events to records within Salesforce, however if you're looking for a more automated sync of Events, you'll need to look into Lightning Sync.
Which of the following are valid reasons for syncing Microsoft Outlook with Salesforce?
Why Require Salesforce Outlook Integration?Eliminate any sort of redundant data entry into two separate applications.Allow better control of your business with lack of duplicate data.Access the Outlook messages and the Salesforce records – all in a single place.More items...•
What can the system administrator synchronize between Salesforce and Outlook using Lightning for Outlook?
Plus, Lightning Sync syncs items whether you're working from your desk or from the Salesforce mobile app. Salesforce admins define your experience by selecting sync settings from Salesforce. For example, admins can choose whether both contacts and events sync, or whether only contacts or only events sync.
How does Salesforce work with Outlook?
Salesforce for Outlook, an application that you install, automatically syncs contacts, events, and tasks between Outlook and Salesforce. And most importantly, you can see Salesforce contacts and leads related to your Outlook emails.
Can you import Outlook contacts into Salesforce?
You can sync contacts in Outlook to person accounts in Salesforce only if the person accounts already exist. Syncing doesn't convert Outlook contacts to person accounts in Salesforce.
How long does it take for Salesforce to sync?
With the Salesforce Outlook Integration app, in order to sync records and sales activity data, you need an additional product: Lightning Sync, which is slow. The first sync takes 72 hours or more.
What is the fastest way to integrate Outlook with Salesforce?
Cirrus Insight is the Fastest, Most Secure & Most Reliable Solution for Integrating Outlook with Salesforce. Cirrus Insight is a tool that works in the background to automatically record and sync sales activity data from Outlook to Salesforce.
Is Salesforce Outlook slow?
Unfortunately, users confirm that the Salesforce Outlook Integration app is slow and buggy. Some users report a loss of data and up to 90 seconds of computer lag when the software is syncing. Reps get frustrated as they work and their production slows down.
Does Salesforce require Outlook?
Because it’s built with newer technology, Salesforce Outlook Integration requires at least Outlook 2013 for Windows.
Does Salesforce automatically sync with Outlook?
No Automatic Sync. Salesforce for Outlook does not automatically sync data. The application requires users to manually click the “Add to Salesforce” button in order to sync their customer and sales activity data between Outlook and Salesforce.
Is Salesforce Outlook integration secure?
Security Risks. There are also critical security risks with the Salesforce Outlook Integration, as it requires global impersonation – giving admins unlimited access to every single mailbox on your company’s Exchange mail server.
Does Salesforce support the application?
Salesforce will not be supporting the application at all going forward, which means if you run into any issues using the application, Salesforce will offer no assistance of any kind.
What's changing?
Customers who subscribe to Salesforce in Winter ’21 or later won’t have access to Lightning Sync setup. Instead, to give you the best in Microsoft and Google integration, we are combining our resources to focus on delivering one sync product: Einstein Activity Capture.
What should I do if I want to sync contacts and events?
To sync contacts and events between Microsoft or Google applications and Salesforce, we recommend Einstein Activity Capture.
What if my company isn't ready to move to Einstein Activity Capture?
We continue to develop Einstein Activity Capture to deliver an enterprise sync solution that meets your needs.
Lightning for Outlook
First, let me know note that this IS the replacement for Salesforce for Outlook, the old grandpa to Lightning for Outlook.
Inbox
This is the Salesforce magic email tool or so they will tell you. Most of the features to truly work require Lightning, so if you are still on Classic, be careful what you pay for.