For these users, follow the steps below:
- Click Salesforce Lightning for Outlook from the Home tab on the ribbon and then click Manage Add-ins.
- In the Manage Add-ins page, click the + sign and then select the Salesforce for Outlook add-in from the Office Store.
- Click the Add button to begin installation.
How to integrate Salesforce Lightning with Outlook?
Once you are logged into Salesforce locate the Setup tab in the top right and select it. Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it. Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to enable Lightning for Outlook.
How do I integrate outlook with Salesforce?
Once you are logged into Salesforce locate the Setup tab in the top right and select it. Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it.
How do I set up lightning sync for Outlook?
Locate Lightning for Outlook and Sync and enable Lightning Sync by selecting the grayed-out bar. Choose either OAuth 2.0 to login directly as Admin or choose Service Account. Login and follow the instructions provided. Once your connection is tested select New Config under Set Sync Settings and Check Status.
How do I enable Salesforce cloud in outlook?
Then select the Salesforce Cloud Icon that should appear in the top right. You will be prompted to log in to your Salesforce instance. Please note by enabling the add-in Outlook your Office 365 account will have the same functionality as well.
How do I install Salesforce for 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 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.
How do I install Salesforce lightning?
Once you are logged into Salesforce locate the Setup tab in the top right and select it. Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it. Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to enable Lightning for 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!
Where is Salesforce Outlook plugin?
Required Editions If you don't see the Salesforce icon in the Outlook desktop ribbon or as an option in Outlook on the web, install the Salesforce add-in from the store. If you can't access the store, contact your IT department to install the add-in for you.
How do I set Lightning in Outlook layout?
Go to Setup and in Quick Find, search “Lightning” and open Settings. Once in Settings, simply flip the switch to activate Lightning for Outlook; the icon should go from grey to blue.
How do I get the Salesforce side panel 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.
What is Salesforce for Outlook?
Salesforce for Outlook, an application that you install, automatically syncs contacts, events, and tasks between Outlook and Salesforce. And most importantly, you can see Salesforce contacts and leads related to your Outlook emails.
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.
How do I enable Salesforce for 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...
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.
How to install Salesforce Lightning on Outlook 2016?
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.
What do sales reps use to communicate with contacts?
Modern sales reps rely on two tools above all others—Customer Relational Management (CRM) to manage sales opportunities and email to communicate with contacts. Yet, CRM and email have traditionally been disconnected tools, and sales reps have had to spend valuable time toggling between these apps. Whether it’s manually adding contacts or calendar events from email to CRM or having to move back and forth between email and CRM when looking up and updating a CRM entry based on an email thread, a lot of precious time and effort is spent on these administrative activities.
Is Lightning available for Outlook?
Lightning for Outlook is generally available today via the Office Store at no additional cost to Sales Cloud users. Lightning Sync is generally available today at no additional cost to users with a Sales Cloud Lightning Enterprise edition and up.
Can Lightning sync Outlook?
Using Lightning Sync, you can automatically sync contacts and calendar events from your email to your CRM, so you don’t have spend your time manually adding them. Soon you will also be able to add custom sales apps directly into Outlook, creating permanent shortcuts for tasks like updating a price quote using SteelBrick.
