Once done, icons to open SmartCloud Connect will appear on the Outlook app ribbon bar, click ‘Open SmartCloud Connect’: 8. Click the Connect to Salesforce button.
How do I connect to the Salesforce authenticator?
Click Connect. In the Salesforce Authenticator app on your mobile device, you see details about the account you’re connecting. To complete the account connection, tap Connect in the app. To help keep your account secure, we send you an email notification whenever a new identity verification method is added to your Salesforce account.
How do I get Started with Salesforce and Google Apps?
Get Started With Salesforce and Google Apps Supported Set Up Google Apps in Salesforce Create Google Apps Accounts Activate Google Docs in Salesforce Gmail™ in Salesforce Use Google Talk in Salesforce Collaboration Resources for Admins Enable Salesforce Files Connect for Your Organization You are here: Salesforce Help Docs
How do I activate Google Docs in Salesforce?
Activate Google Docs in Salesforce Gmail™ in Salesforce Use Google Talk in Salesforce Collaboration Resources for Admins Enable Salesforce Files Connect for Your Organization You are here: Salesforce Help Docs Set Up and Maintain Collaboration Tools Enable Salesforce Files Connect for Your Organization
What do I need to integrate Salesforce with Microsoft Outlook?
On the Outlook side, you’ll need to have Office 365 or Outlook 2019 running on Windows 10. Outlook 2013 and Outlook 2016 are currently supported for integration with Salesforce, but support for these older versions of Outlook will be phased out at the end of 2022. You can also integrate Salesforce with the Outlook web client.
What is SmartCloud Connect for Salesforce?
Hosted on a Microsoft Azure cloud infrastructure, SmartCloud Connect automatically synchronizes Contacts, Tasks, Events, and Emails with Salesforce. While synchronizing with Salesforce, it takes into account customized filters, user rights, and other parameters.
How does Salesforce Outlook integration work?
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 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.
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.