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 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.
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
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 integrate Salesforce with Outlook?
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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.
What is the difference between Salesforce for Outlook and Outlook integration?
The Outlook integration lets users work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. This integration is meant to replace the Salesforce for Outlook side panel and even offers more features that Salesforce for Outlook does not.
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 the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
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.