how to connect to salesforce in outlook

How to set up Salesforce to Outlook integration.

• Step 1: Enable Outlook integration in Salesforce. The first thing you need to do to connect Salesforce and Outlook is enable the integration in ...
• Step 2: Configure your Outlook domains.
• Step 3: Add the Salesforce app to Outlook.
• Step 4: Log into Salesforce through the Outlook app.
• Step 5: Start using the Salesforce app in Outlook.

Full Answer

How to setup Salesforce integration with Microsoft Outlook?

Steps to Integrate Outlook and Salesforce

1. Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. ...
2. Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button.
3. Now Switch to Salesforce Classic. ...

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How do I contact Salesforce?

Understand Account and Contact Relationships

• Contacts to Multiple Accounts. Your contacts might work with more than one company. ...
• Use Relationship Details to Help Close Deals. ...
• Define Company Relationships with Account Hierarchies. ...
• Best Practices for Establishing Account Hierarchies. ...
• Define Employee Roles with Account Teams. ...

How to sync your emails to Salesforce?

Sync emails from Gmail to Salesforce

1. Open up the Ebsta Console by clicking on the following link: https://console.ebsta.com
2. Click Sign in with Salesforce and log in with your Salesforce credentials.
3. Click Settings in the bottom left-hand corner and then select Email Sync.
4. Click Add Gmail Mailbox . ...
5. Sign in to your Google Account with your username and password.

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How to setup Salesforce integration?

Set up a Salesforce integration

• Before you begin. ...
• About the Salesforce integration. ...
• Prerequisite: Sync lead profiles between your MAP and Salesforce. ...
• Step 1: Connect your account to Salesforce. ...
• Step 2: Configure Salesforce integration settings. ...
• Next steps: Set up reports. ...

How do I get the 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.

How do I view Salesforce in Outlook?

Enable the Salesforce Side PanelFrom Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.If you're modifying an existing Outlook configuration, click Edit next to the one that you want to modify. ... Select Side Panel .Save your changes.

How do I add Salesforce to Outlook browser?

From Setup, in the Quick Find box, enter Outlook , and then select Outlook Integration and Sync.Enable Let users access Salesforce records from Outlook.If reps use Outlook on the web, in the Microsoft Outlook Web App Domain section, add the domains that you want to allow access to Salesforce.

How do I add Salesforce 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.

How do I enable Salesforce 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...

How do I connect my email to Salesforce?

To be able to use Email to Salesforce, start by configuring it....Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...

Does Salesforce for Outlook work with Office 365?

Salesforce for Outlook works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA). You can read the full announcement from Salesforce as well as more about the app here. You can get the Salesforce App for Outlook from the Office Store for free: store.office.com.

How do I set up Salesforce Lightning for Outlook?

Step 1: Enable Outlook integration in Salesforce. ... Step 2: Configure your Outlook domains. ... Step 3: Add the Salesforce app to Outlook. ... Step 4: Log into Salesforce through the Outlook app. ... Step 5: Start using the Salesforce app in Outlook. ... Step 6: Turn on Enhanced Email. ... Step 7: Log an email conversation.More items...•

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.

How 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 emails and events to Salesforce records.

How do I add a Salesforce icon to Outlook?

In Outlook on the web, click the gear icon (top right) and select Manage Add-ins. (Outlook 2016 for Mac users should install via Outlook on the web.) In the search bar on the top right, type Salesforce. When the search returns the Salesforce Lightning for Outlook add-in, set the toggle to On to install the add-in.

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 to install Salesforce on Outlook?

Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook. Now Scroll down bottom of the page and Download Salesforce for Outlook using Download (Version) button. If Microsoft Outlook is Open, Close It. Now Install setup file on your computer.

How to sync Salesforce email with Outlook?

STEP 1. Open your Salesforce Org. Click on Setup. 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. Click on Edit button.

What is Outlook email?

Microsoft outlook, or simply Outlook, is a personal information manager from Microsoft, that allows users to send and receive email on their computer . It provides many functionalities to manage various types of personal data like calendar appointments and similar entries, tasks, contacts, notes, and events.

Is Salesforce integration with Outlook?

In the competitive time of businesses, sales representatives of any company spend their 50% of effort and time on minimal task like maintaining data, transferring data, data entry, in two different places and coming back to Salesforce for managing emails and inbox to gather and access all the respective information about leads, prospects, and opportunities. To increase productivity of Sales representatives, Salesforce integration with Outlook is the best solution for managing the sales more effectively.

Why is Salesforce installed in Outlook?

Installing Salesforce for Outlook will help salespeople access and manage Outlook data and Salesforce records in one single place. This makes it easier for them to create target email communications to prospects, which eventually drives more leads and sales. With Revenue Grid, companies can quickly connect Salesforce with Outlook and avoid all the hassles when using Salesforce for Outlook application.

Why integrate Salesforce with Outlook?

For example, using Outlook, salespeople can send emails to communicate with potential clients, store client data, and make appointments.

How to install Salesforce on Google Chrome?

To install Salesforce for Gmail, all you need to do is add the Revenue Grid for Salesforce Extension to your Google Chrome. Sign in to Gmail and grant Revenue Grid permission to work with your Gmail and Google Calendar data. Then, authorize the Revenue Grid Chrome Extension to access your Salesforce data.

How to sync Salesforce with Office 365?

Then, open the Sidebar in Microsoft Outlook and log in to the Revenue Grid for Salesforce add-in. Follow the instructions as stated to connect Salesforce with Office 365 and choose which data you want to sync.

When will Salesforce stop serving Outlook?

Salesforce for Outlook hasn’t supported new users since Winter 2019. The application will stop serving existing users starting in June 2021 and ending with full retirement in June 2023.

Does Salesforce sync with Outlook?

Another worthy note is that Salesforce Outlook Integration doesn’t sync some types of data, for example, opportunities, calls, and meetings. That means you still have to switch between Salesforce and Outlook to get that information.

Does Salesforce require Outlook 2013?

Even though Salesforce encourages users to switch to Lighting for Outlook (also called Salesforce Outlook Integration) after the application retires, Lighting for Outlook requires at least Outlook 2013 for Windows.

When will Salesforce be retired?

But, given that the popular Salesforce For Outlook integration tool is being retired at the end of 2020, both sales teams and Salesforce CRM admins are looking at new solutions.

Can you search for a user's calendar?

Customers can easily search the user’s calendar and see specifically when they’ll be in the same location, city, or time zone as them. The user can configure their calendar so that’s all they see – nothing else. However, a favorite user feature is the ability for customers to arrange meetings directly from an email.

Does Ebsta sync with Outlook?

Ebsta’s Calendar Sync tool does everything its name promises. And that’s about it. Sure, it add s and syncs created events into both Salesforce and Outlook Calendar; but the process of bringing everything together isn’t exactly the most straightforward or intuitive way.

Does Zynbit sync with Salesforce?

Not only does ZynBit automatically record and sync sales emails, calls, meetings, contacts, notes, and custom objects directly into Salesforce (from both Gmail and Outlook), thanks to the ZynBit Sidebar users can also access a whole host of Calendar-based features too.

Can salespeople arrange meetings in person?

In this way, both salespeople and customers can precisely arrange the best time to meet – be it in person or virtually – completely eradicating the common issue of ‘ calendar ping pong ’ and instantly reducing the complexity normally experienced.

Can you transfer Outlook calendar to Salesforce?

Firstly, they were able to transfer information from Outlook Calendar to the appropriate individual record in Salesforce almost intuitiv ely – all within Outlook itself.

How to sync Salesforce with Outlook?

If you choose to specify the items you want to sync, you’ll do it like this. 1. Select items you want to sync. You can select multiple items when you press CTRL while clicking the items. 2. Right-click a selected item, then select Categorize > Sync with Salesforce . The items will sync automatically during the next sync cycle.

How to add email to Salesforce?

1. Select an email in Outlook. The side panel displays Salesforce records related to the contacts in your email. 2. Next to each Salesforce record to which you’re adding your email, click . After you add the email, the added email indicator appears next to those records. 3. Keep track of the records to which you added your email. You’ll add events the same way you add emails. Just select an event from your Outlook calendar and go through the same steps.

What is the Salesforce side panel?

When you select an email from the Inbox or an event from the Calendar in Outlook, the Salesforce Side Panel displays related Salesforce contact and lead details directly in Outlook. After your administrator enables the side panel in your Outlook configuration, the side panel displays up to 10 contacts and leads from your email’s or event’s From, To, and Cc fields. In addition, the Salesforce Side Panel:

Does Salesforce work with Outlook?

Salesforce for Outlook Salesforce for Outlook v3.0.0 or later after Salesforce Disables TL S 1.0 encryption protocol. version Default email program Any of the following versions of Microsoft®Outlook with the latest updates.