how to set up salesforce lightning for outlook

• Go to Salesforce Setup and key in Lightning for Outlook in the Quick Find box
• Choose Lightning for Outlook menu
• From the Setup settings, tick box for Enabled then click Save
• Select either Production or Sandbox to install the Outlook Add-on for the Lightning for Outlook

How to set up Salesforce for Outlook?

• Step A: After you’ve finished installing Salesforce for Outlook on your computer, you’ll be able to use it. On your PC, launch Microsoft Outlook. ...
• Step B: Salesforce for Outlook Symbol can be seen there. ...
• Step C: Username and password for Salesforce are required. ...
• Step D: Save the file by using the Save button. ...

How to activate Salesforce Lightning?

Set the Default Interface to Lightning Experience

• From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
• Select the Roll Out phase.
• Click Launch Lightning Experience to expand the stage.
• Click Switch Users next to Make Lightning Experience the default interface. ...
• Click the + button next to the users you want to switch.

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What do you need to know about Salesforce Lightning?

Specifically, we think that:

• You should be comfortable reading and writing JavaScript. ...
• It would be great if you know Apex. ...
• If you’re coming to Lightning components from Visualforce, be sure to add the Apply Visualforce Skills to Lightning Components trail to your task list. ...

How to install Lightning for Outlook?

• Open Outlook and go to File
• Select Options -> Add-Ins -> Add-In Options
• This will launch the Manage Add-Ins window in your browser
• From here click on the Add from Office Store found in the + icon
• You can then search for Lightning for Outlook in the store
• Once you have found the app click Add
• Follow the steps by logging into your work account

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How do I connect Salesforce Lightning to 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. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.

How do I configure Outlook for Salesforce plugin?

From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration.Depending on your permissions, you can: Edit your email settings. Edit your sync settings. ... Save your changes. All changes take effect the next time your data syncs.

Does Salesforce for Outlook work with lightning?

Customize the kinds of records reps can create from Outlook. Admins who have enabled Lightning Experience can build customized Outlook integration panes for different groups of users. Admins can add Lightning components to the pane, including components available from AppExchange.

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 enable Outlook config in Salesforce?

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.

How does Outlook integration work in 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.

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 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.

How do I add a Salesforce plugin to Outlook Web?

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.

What is lightning Sync for Outlook?

Lightning Sync will synchronize Contacts and Events between Salesforce and either Microsoft Exchange or Google (Gmail), and can operate in a one-way or two-way configuration. If you're looking for Task synchronization, that will also exist within Lightning for Outlook, starting with the Winter '18 release.

What is Outlook layout in Salesforce?

Outlook configurations define Salesforce for Outlook settings for reps, like which features reps have access to, and how reps' records sync between Outlook and Salesforce. If you'd like to define unique settings for a subset of your sales team, create multiple Outlook configurations, and assign reps accordingly.

What is LFO in Salesforce?

Lightning for Outlook (LFO) has very similar functionality and can be thought of as the successor to SFO. Rather than a standalone application, however, Lightning for Outlook is a cloud-based application that will run both within the client and on the web (OWA).

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.

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.

Where is Lightning in Outlook?

The Lightning for Outlook add-in appears as a blue cloud icon in the ribbon. When you click on the Salesforce cloud icon, the add-in panel will appear on the right-hand side. Office 365 . Similar to Outlook Desktop, on the web .

Can you connect Outlook to Salesforce?

You can connect Outlook emails to Salesforce, and the Lightning for Outlook . add-in is the right tool to get the job done. Without leaving Outlook, users can see if a contact already . exists in Salesforce, create a new contact, look up existing Salesforce records, or create other records .

Can you add email address to Salesforce?

email address is not in Salesforce, Lightning for Outlook will give you the . option to “Add to Salesforce” with a quick click. Otherwise, users can create new records by clicking the Plus (+) icon next to the search bar, where Global . Actions are stored.