A. To access the Salesforce Lightning for Outlook add-in, you will need Outlook 2013 for Windows, Outlook 2016 for Windows, Outlook 2016 for Mac or Outlook on the web with either Office 365, Exchange 2013 or Exchange 2016 mailboxes. It is coming soon to Outlook Mobile.
Full Answer
How secure is Salesforce Lightning sync?
LIGHTNING SYNC CONNECTION SECURITY Salesforce takes your data security seriously. Lightning Sync leverages standard Salesforce security measures when establishing a connection with your email service. Lightning Sync establishes a connection with your email service when you set up the product.
What is the difference between Salesforce Lightning sync and auto discover?
Learn More Lightning Sync can identify all users set to sync from the scope of your service account Auto Discover lets Lightning Sync navigate to the Exchange service endpoint and identify individual users to sync. Learn More Exchange admins must enable Auto Discovery. and your sync configuration in Salesforce.
Why can’t I sync contacts and events with Microsoft’s Basic authentication?
When Microsoft blocks Basic Authentication in your Microsoft tenant, Lightning Sync can’t sync contacts and events for customers who have selected service account as their Lightning Sync connection method. See Lightning Sync Service Account Connection Method Availability for Customers on Microsoft Office 365.
How do I review transactions made by lightning sync?
Review the transactions made by Lightning Sync in response to the work your users complete in Salesforce, and the order in which they occur. Lightning Sync initiates communication between Salesforce and your mail service asynchronously, so that the sync process doesn’t slow down the users’ intended Salesforce transaction.
How do I turn on lightning sync in Salesforce?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync or Google Integration and Sync. If Lightning Sync is available, under the Lightning Sync section you see an option to turn on the product.
What is lightning sync Salesforce?
Lightning Sync will synchronize Contacts and Events between Salesforce and either Microsoft Exchange or Google (Gmail), and can operate in a one-way or two-way configuration. If you're looking for Task synchronization, that will also exist within Lightning for Outlook, starting with the Winter '18 release.
Is lightning sync retiring?
Starting in October 2020, Microsoft is retiring Basic Authentication for Exchange Online on a rolling basis. The retirement impacts the availability of the Lightning Sync service account connection method for Microsoft Office 365 customers who use Exchange Online.
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.
Does Office 365 integrate with Salesforce?
The Salesforce and Office 365 integration lets you keep a complete record of all your communications. With Salesforce Office 365 integration, you can enjoy the following benefits: Salesforce Office 365 integration permits you to pass your data to and from the internal and external systems.
Is Einstein activity capture free?
Einstein Activity Capture Standard users aren't considered paid users. You can assign the feature to any user with a Sales Cloud Einstein, Inbox, High Velocity Sales, or Revenue Intelligence license. These licenses, which are available for an extra cost, represent paid Einstein Activity Capture users.
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.
What can be synchronized between Salesforce and Outlook?
Salesforce for Outlook syncs Salesforce recurring events (repeating events created in Salesforce Classic) with Microsoft Outlook calendars. Keep Microsoft® Outlook® and Salesforce tasks in sync.
Is Salesforce Classic being retired?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
Why you shouldn't use Einstein activity capture?
The biggest disadvantage of Einstein Activity Capture is that the captured data is not available beyond the Activities Analytics Dashboard and Activities Timeline.
How long does Einstein activity capture take to sync?
Activities captured by Einstein Activity Capture aren't archived. It can take up to 1 month before the data is removed from the system. Regardless of the data retention period, de-identified data derived from activities is kept for up to 2 years and used with machine learning models and third-party data enrichment.
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.