Steps to Integrate Outlook and Salesforce
- Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button.
- Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button.
- Now Switch to Salesforce Classic. Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook.
- After complete installation Salesforce for Outlook in your computer Open Microsoft Outlook in your computer.
What is Microsoft Outlook integration with Salesforce?
Microsoft Outlook integration with salesforce application that you install, Syncs contacts, events, and tasks, attachments between Outlook and Salesforce and view Salesforce records related to the contacts and leads in your emails and events in Outlook. SALESFORCE FOR OUTLOOK SYSTEM REQUIREMENTS:
How do I sync items between Outlook and Salesforce?
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. Working with Salesforce Records Directly in Outlook
How to add Salesforce Salesforce Records to Outlook?
ADDING EMAILS, EVENTS, AND TASKS TO SALESFORCE RECORDS: 1. Select an email in Outlook. 2. When you select an email from the Inbox Salesforce content that appears in the side panel, which displays contacts and leads. Click on a record’s link to open it directly in Salesforce.
How to enable Salesforce Lightning sync with Outlook?
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Click on Edit button. Click on Active and Advanced Email Security Settings Checkbox true and Click on Save button. Click on Skip this Step.
See more
Can you sync your Outlook calendar with Salesforce?
You can keep your Outlook and Salesforce events in sync using Salesforce for Outlook. After an event is in Salesforce, you can assign it to related records, like contacts, accounts, opportunities, and so on.
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 activate Salesforce in Outlook?
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?
Go to your Salesforce and log in. Select Setup from the drop-down menu. In the Fast Find Box, type Outlook and then select Outlook Integration and Sync. Then click on the Outlook Integration and Lightning Sync buttons to enable it.
Does Salesforce have Outlook integration?
Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.
How do I integrate email with Salesforce?
0:052:47Salesforce email integration - YouTubeYouTubeStart of suggested clipEnd of suggested clipI can link this email to a related Salesforce. Record like a contact account opportunity or even aMoreI can link this email to a related Salesforce. Record like a contact account opportunity or even a custom object.
How do I install Salesforce App in 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.
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 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.
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.
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.
Syncing Salesforce With Your Outlook Calendar
As we’ve discussed in previous blogs, the two respective CRM and email giants make a dynamic partnership – when configured correctly.
Moving On From Legacy Software
One of the great things about using Salesforce and Outlook is the way in which pretty much every piece of sales information can be captured, linked, automated, and tracked – from a single point of reference: your favorite Microsoft email program.
Reasons To Sync Salesforce & Outlook Calendar
When it comes to sales efforts and calendar functionality, what exactly is it that teams and Salesforce admins need to be able to do? With Salesforce For Outlook they had numerous options available.
Syncing Salesforce With Your Outlook Calendar: Options
While there are numerous platforms and tools offering Salesforce and Outlook Calendar integrations, only a few that are really worth exploring.
Keep The Customer Experience Front Of Mind
Simplicity is powerful when it comes to complex sales. Anything you can do to provide that for your prospects will put your company and offer in a favorable light.
