How to set up Salesforce for Outlook?
- Step A: After you’ve finished installing Salesforce for Outlook on your computer, you’ll be able to use it. On your PC, launch Microsoft Outlook. ...
- Step B: Salesforce for Outlook Symbol can be seen there. ...
- Step C: Username and password for Salesforce are required. ...
- Step D: Save the file by using the Save button. ...
How to activate Salesforce Lightning?
Set the Default Interface to Lightning Experience
- From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
- Select the Roll Out phase.
- Click Launch Lightning Experience to expand the stage.
- Click Switch Users next to Make Lightning Experience the default interface. ...
- Click the + button next to the users you want to switch.
What do you need to know about Salesforce Lightning?
Specifically, we think that:
- You should be comfortable reading and writing JavaScript. ...
- It would be great if you know Apex. ...
- If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. ...
How to install Lightning for Outlook?
- Open Outlook and go to File
- Select Options -> Add-Ins -> Add-In Options
- This will launch the Manage Add-Ins window in your browser
- From here click on the Add from Office Store found in the + icon
- You can then search for Lightning for Outlook in the store
- Once you have found the app click Add
- Follow the steps by logging into your work account
How do I connect Salesforce Lightning to Outlook?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. ... Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items...•
What is the difference between Salesforce for Outlook and 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.
Is Lightning for Outlook going away?
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.
Is there a Salesforce plugin for Outlook?
To use the integration, each Outlook user needs the Salesforce add-in for Microsoft Outlook. How you get the add-in is up to your Salesforce admin and your IT department. After the add-in is installed, launch it in Outlook, connect your email account, and then manage the add-in like you do other Microsoft add-ins.
How do I configure Lightning for Outlook layout in Salesforce?
Salesforce Administrator Action Go to Setup and in Quick Find, search “Lightning” and open Settings. Once in Settings, simply flip the switch to activate Lightning for Outlook; the icon should go from grey to blue.
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.
Is Salesforce for Outlook still supported?
Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.
Is Salesforce inbox being retired?
In March 2021, we are planning to retire the legacy versions of the Inbox add-in for Outlook and Chrome extension for Gmail. Since your organization may use this older version, we wanted to let you know to move to the new version.
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.
How do I add Salesforce plugins to Outlook 365?
Installing the Salesforce Outlook Add-in (Mac)Find Salesforce in the add-in in the list and check the box in the Turn On column.Wait about 15 to 20 seconds and then open Microsoft Outlook.The Salesforce add-in should appear on your Outlook ribbon.
What can you do with Salesforce for Outlook?
Use Salesforce for Outlook to get insight into Salesforce contacts and leads related to your important Outlook emails—directly in Outlook. The Salesforce Side Panel displays Salesforce records to which you can add Outlook emails, events, and tasks.
How do I install Salesforce Outlook Connector?
2:094:04How To Integrate Salesforce With Outlook In 2021 - YouTubeYouTubeStart of suggested clipEnd of suggested clipButton on the top right corner once this has been completed you can type salesforce. And then clickMoreButton on the top right corner once this has been completed you can type salesforce. And then click on the add button salesforce icon will appear after add an installation.
How to enable Lightning for Outlook?
You will need to get in touch with your Salesforce Administrator to enable Lightning for Outlook. Once you are logged into Salesforce locate the Setup tab in the top right and select it. Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it.
Is Salesforce available on Outlook?
Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later. Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises.
Is Salesforce inbox a separate app?
A: Salesforce inbox is a separate addition to Salesforce for Outlook. However, if you are using outlook 2013 or a not fully updated version of outlook 2016 you would have an issue with pinning.
When will Outlook support end?
Support for Outlook 2013, 2016, and volume-licensed versions of Outlook 2019 ends in December 2021. To continue using the Outlook integration after the end of 2021, make plans now to upgrade to the latest versions of Outlook and Windows.
Is Salesforce on-premise or cloud?
However, many organizations still operate with on-premise solutions and so that integration with a cloud platform is more complicated. Salesforce provides broad recommendations for security practices such as encryption – as well as specific Salesforce integration examples to help users.
Is Salesforce Lightning compatible with Outlook?
A big selling point of Salesforce’s Lightning for Outlook is that it has deep customization potential. A great example of this is through the integration pane within Outlook itself. Here, you can choose what your sales team sees and which aspects of Salesforce they can control via the Lightning sidebar.
Is Lightning for Outlook cloud based?
As mentioned, Lightning for Outlook is completely cloud-based which brings it in line with the design and capabilities of many modern applications. This means it coordinates very well with OWA, which as an email client has gained ground in recent years.
Does Salesforce sync with Outlook?
However, in order to sync contacts and events, Lightning for Outlook requires users to have access to an additional product: Salesforce Sync. Looking ahead to winter 2021, Salesforce Sync is being replaced with Einstein Activity Capture – meaning that product support will stop. This is something Salesforce regularly does where application updates ...
Does Salesforce require an admin?
It requires a Salesforce administrator, a Microsoft Exchange server admin, and the users themselves. Once the initial setup has been completed, many of the Salesforce integration features require users to setup additional apps to work – such as Lightning Sync and Lightning App Builder.
How to get your users back on Salesforce for Outlook until the June 2023 product retirement
Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture. Read more about that in the “Switch to our latest Microsoft integration products” section below.
Switch to our latest Microsoft integration products
If you meet the system requirements, consider moving to our next-generation products, Outlook Integration and Einstein Activity Capture. Moving to these products lets you take advantage of our latest email integration features.
What is Salesforce for Outlook?
Salesforce for Outlook is an executable application (.exe) that is installed on a Windows computer and allows a user to relate emails from their Outlook client to records in Salesforce. Emails can be related to Contacts, Leads, ...
Is Lightning for Outlook the same as SFO?
Lightning for Outlook (LFO) has very similar functional ity and can be thought of as the successor to SFO. Rather than a standalone application, however, Lightning for Outlook is a cloud-based application that will run both within the client and on the web (OWA).
Does Lightning sync with Outlook?
Lightning for Outlook also does not sync Contacts (Tasks will sync with an upcoming release) as that is also being handled by Lightning Sync. when using Lightning for Outlook is its design and layout – something very familiar if you are already using the Lightning interface within Salesforce.
Does Salesforce work on Mac?
Salesforce for Outlook will work with Outlook client versions 2012/2013/2016, however, will not work with Mac, and is a purely client-based application, meaning that Outlook will need to be up and running on your computer for it to synchronize data.
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.
What Is Salesforce Lightning For Outlook?
Salesforce Lighting Features
- Create Salesforce Records via Outlook
One of the main USPs of Lightning for Outlook is the ability for salespeople to add records straight into Salesforce – directly from Outlook. This has a clear productivity benefit as it significantly reduces the time spent copy and pasting information from one platform into another. And in sal… - 100% Cloud-Based
As mentioned, Lightning for Outlook is completely cloud-based which brings it in line with the design and capabilities of many modern applications. This means it coordinates very well with OWA, which as an email client has gained ground in recent years. Along with online integration, …
FAQs
- Does it work ‘out of the box’?
Lightning for Outlook offers a great range of features and requires quite a lot of initial work to integrate with your existing setup. It requires a Salesforce administrator, a Microsoft Exchange server admin, and the users themselves. Once the initial setup has been completed, many of the … - Is it secure?
As with the introduction of any new piece of software, security should be a primary concern for any company. The requirements of any software dictate a review of its security protocols and how these will integrate with any installation. Because Lightning for Outlook is web-based, connectin…
A Winning Formula
- As the successor to Salesforce for Outlook, Lightning for Outlook is without a doubt a good tool, with a deep pool of features and benefits – saving users hours in productivity on the manual entry associated with maintaining a CRM whilst allowing them to get back to sales activities. With that said, the complexity of both the installation and continued refinement of the Lightning for Outloo…