SETTING UP SALESFORCE FOR OUTLOOK Integration: Step:1 Download Salesforce for Outlook installer. Go to –Setup–Desktop Integration > Salesforce for Outlook.
- 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 integrate Salesforce with Outlook?
To use the Outlook integration, each sales rep needs the Salesforce add-in, which provides the integration features. The add-inincludes the base integration experience, and Inbox features are unlocked when a user is set up to use Inbox. Enable Event Type Selections to Log Events from Outlook or Gmail
Can Microsoft Outlook and Salesforce work together to improve productivity?
If both Microsoft Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing your data between the two systems, create tasks, associate emails from your Outlook to records in your Salesforce organization and more.
Is multi-factor authentication (MFA) supported in outlook for Mac?
If you set up Salesforce users with multi-factor authentication (MFA), MFA is required in the integration in Windows versions ofOutlook and Outlook on the web. Due to limitations in Outlook for Mac, MFA for the integration isn’t supported in that version ofOutlook.
How do I automatically log emails to related Salesforce Records?
To automatically log emails to related Salesforce records, set up Einstein Activity Capture. Users who are configured in EinsteinActivity Capture to capture emails see sharing options instead of manual logging options in the integration.
How do I enable integration in Outlook Salesforce?
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.
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.
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...•
How do I install the Salesforce Outlook plugin?
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.
Is Salesforce Outlook integration free?
It is free and demands customization. Lightning Salesforce Outlook Sync for Microsoft Exchange can bring into step contacts & events amongst your Microsoft Exchange-based calendar and Salesforce.
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 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.
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.
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.
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How To: Sales Cloud: Set Up Outlook Integration (Individual Session)
Premier and Signature Success Plan customers: Request an individual coaching session to learn how to get started with Outlook integration.
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Salesforce and Outlook Integration
Help reps track customer interactions and work their Salesforce deals directly in Outlook.
Considerations for Setting Up the Outlook Integration
Keep these considerations in mind to determine which Outlook features to enable and what users will need for access.
