We recently started transitioning part of our project to the Lightning experience. Throughout our regression testing, we noticed that we needed to migrate from Salesforce for Outlook to Lightning for Outlook. However, our client uses Outlook 2010 and, according to this documentation, it doesn't seem to be compatible with the 2010 version.
Full Answer
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).
Does Salesforce for Outlook work with Outlook 2010?
We introduced a new Outlook Integration product called "Salesforce for Outlook" that works with Outlook 2010. Please note that this is a brand new product and you need to follow the following iinstructions to get started:
What is Salesforce Outlook integration?
A Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. Relate email or Events and attachments to Salesforce records, and create Salesforce records directly in Outlook.
Is Salesforce going to release a compatible connector for Office 2010?
Office 2010 has been released to manufacturing, so it's time for Salesforce to release a compatible connector. I am wondering if we can at least have a date on when it is going to be released? I am doing testing on the outlook 2010 and it will be great if I can test the your connector as well. +1 desperate for Outlook 2010 support.
Does Salesforce for Outlook work with lightning?
The Outlook Integration offers productivity features that aren't available on the Salesforce for Outlook side panel. Lightning Experience admins can build customized panels for different users, and sales reps can log Microsoft emails to Salesforce as emails—no more logging emails as tasks!
How do I add Salesforce Lightning to Outlook?
Click Salesforce Lightning for Outlook from the Home tab on the ribbon and then click Manage Add-ins. In the Manage Add-ins page, click the + sign and then select the Salesforce for Outlook add-in from the Office Store. Click the Add button to begin installation.
Can you integrate Outlook and Salesforce?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
Is Salesforce for Outlook still supported?
Full Product Retirement in June 2024 After the full product retirement in 2024, admins and users no longer have access to Salesforce for Outlook features or the settings and user assignments saved in Outlook configurations.
How do I get Salesforce plugin for Outlook?
From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook. Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to assign you to an Outlook configuration.
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.
Is Salesforce Outlook integration free?
The Outlook email Salesforce integration is free. This option helps track customer actions and operating on Salesforce deals exactly in Outlook.
Why is Salesforce for Outlook not working?
Make sure the Salesforce for Outlook SFO icon is present in the system tray. If SFO icon is not present, try to run it by double clicking on the icon from the Desktop and wait a few seconds to see if it shows up in the System Tray. If nothing happens, try to restart your computer and see if the icon shows up.
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.
What is lightning Sync for Outlook?
Lightning Sync (formerly Exchange Sync) is a background synchronization tool that works hand-in-hand with Lightning for Outlook. It can also coexist with Salesforce for Outlook, however, it is typically not necessary.
Outlook Integration
When you work in Outlook, using Outlook on the web, Outlook 2016, Outlook for Mac 2016, or Outlook 2013, you can manage your sales more efficiently.
Outlook Integration with Inbox and Einstein activity capture
Integrate email and calendar with Salesforce with a suite of productivity features. Einstein Activity Capture lets you automatically log emails and events.
Lightning Sync for Microsoft Exchange
Salesforce admins can set up Lightning Sync so reps can sync contacts and events between Microsoft® Exchange and Salesforce.
Salesforce for Outlook
A Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.
Email to Salesforce
Let your users add email to Salesforce records. Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce. That way, it’s easy to track sales-related communications.
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.
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.
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.
Does Salesforce work with Outlook?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications,while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emailsand events to Salesforce records. Add Einstein Activity Capture to automate email and event logging and to sync contacts and calendarevents between Salesforce and Outlook. To learn more about other products available, see Salesforce Help.
Can Salesforce be integrated with Outlook?
The integration between Salesforce and Microsoft® Outlook® requires both server-side setup and ashort client-side setup procedure. Review the system requirements and ensure that your emailserver is set up to communicate with the integration. Turn on the integration and push the Salesforceadd-in to your Outlook users.