In your Outlook client locate the Get Add-ins icon on the top right of your home bar and search for “Salesforce” and enable the Add-in. Once you have that enabled close out of this window. Then select the Salesforce Cloud Icon that should appear in the top right.
Full Answer
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 configure Salesforce for Outlook customizations?
Right-click the system tray icon ( ), and select Salesforce.com > Outlook Configuration. The following image shows how options appear if your administrator doesn’t place restrictions on Salesforce for Outlook customizations. 2. Review your email settings, and make sure that both Side Panel and Add Email options are enabled.
What is Salesforce for Outlook?
Salesforce for Outlook, a Microsoft®Outlook integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.
What are the system requirements for Salesforce for Outlook?
Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later. Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises.
How do I set up Salesforce in Outlook?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. ... Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items...•
How do I add a Salesforce add in to Outlook?
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 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 link my Salesforce email to Outlook?
2:024:04How To Integrate Salesforce With Outlook In 2021 - YouTubeYouTubeStart of suggested clipEnd of suggested clipTime. Without further ado. Let's now discuss the process of salesforce. And outlook integration.MoreTime. Without further ado. Let's now discuss the process of salesforce. And outlook integration. Open your salesforce org click on and select setup in the quick find box enter outlook and then proceed
Is there a Salesforce plugin for Outlook?
To use the integration, each Outlook user needs the Salesforce add-in for Microsoft Outlook. How you get the add-in is up to your Salesforce admin and your IT department. After the add-in is installed, launch it in Outlook, connect your email account, and then manage the add-in like you do other Microsoft add-ins.
How do I download Salesforce 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.
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.
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.
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.
Which step is required when configuring the new Salesforce for Outlook?
From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations. Click New Outlook Configuration. Enter a name and description of the configuration. Select Active to activate the configuration.
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.
Where is Salesforce in Outlook?
In your Outlook client locate the Get Add-ins icon on the top right of your home bar and search for “Salesforce” and enable the Add-in.
What is email to Salesforce?
A: Email to Salesforce allows users to log emails from the Salesforce Side Panel as an actual email rather than as a task in previous versions of the integration.
How to enable Lightning for Outlook?
You will need to get in touch with your Salesforce Administrator to enable Lightning for 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.
What is the purpose of setting up a service account for Exchange?
To set up any sort of syncing, access to a service account or Exchange admin credentials is necessary as part of the configuration process . This is what handles impersonation between the user’s exchange mailbox and the exchange server.
Is Salesforce available on Outlook?
Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later. Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises.
Is Salesforce inbox a separate app?
A: Salesforce inbox is a separate addition to Salesforce for Outlook. However, if you are using outlook 2013 or a not fully updated version of outlook 2016 you would have an issue with pinning.
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:
Can you customize your administrator settings?
Depending on the restrictions your administrator sets, you may be able to customize:
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.
