Slaesforce FAQ

does salesforce lightening sync with outlook360

by Ernest O'Keefe Published 3 years ago Updated 2 years ago

Yes, any Events which are created from Outlook Integration add-in or Gmail Integration will also be synced from Salesforce to Exchange (Google) calendar using Lighting Sync. Note: The Events which are created from side panel (Email Application Pane) using Quick Publisher Actions will be synced.

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).

How long does it take for Salesforce to sync with Outlook?

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 Salesforce Outlook integration and how does it work?

As LFO, Salesforce Outlook Integration was built as a new, up-to-date replacement to Salesforce for Outlook. While similar in functionality, it came with better performance and new, advanced features – and promised to automatically sync contacts, events, and tasks between Outlook and Salesforce.

What happened to Salesforce for Outlook?

When Salesforce for Outlook launched several years ago, it promised to sync your contacts, events, and tasks from your email to your Salesforce account. While this application worked decently a few years ago, it has now become outdated and is no longer an effective solution for integrating Outlook with Salesforce.

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.

How do I integrate Outlook 365 with Salesforce?

2:054:04How To Integrate Salesforce With Outlook In 2021 - YouTubeYouTubeStart of suggested clipEnd of suggested clipLet's now discuss the process of salesforce. And outlook integration. Open your salesforce org clickMoreLet's now discuss the process of salesforce. And outlook integration. Open your salesforce org click on and select setup in the quick find box enter outlook and then proceed to select outlook

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!

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.

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 link my Office 365 account to Salesforce?

Have your Office 365 global administrator log in to your Office 365 account. When the Microsoft Azure™ login page opens, accept Lightning Sync access to your account by following the prompts until you're directed back to Salesforce. From Salesforce, under Provide your Office 365 ID, click Connect.

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.

Does Salesforce integrate with Outlook?

Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.

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.

How do I configure Outlook for Salesforce plugin?

From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration.Depending on your permissions, you can: Edit your email settings. Edit your sync settings. ... Save your changes. All changes take effect the next time your data syncs.

How do I add Salesforce plugin to 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.

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