how to setup outlook for salesforce lightning

Enabling Salesforce 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.
• Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to enable Lightning for Outlook.
• More options should now be available.
• Click on the grayed-out bar next to Enable Enhanced Email with Lightning for Outlook Salesforce Lightning for Outlook Settings.

Full Answer

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 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 connect my Salesforce Inbox to Outlook?

From Setup, in the Quick Find box, enter Integration , and then select either Outlook Integration and Sync or Gmail Integration and Sync.Expand Let users access Salesforce records.If you use Outlook, make sure that Email to Salesforce and Use Enhanced Email are enabled.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.

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.

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 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.

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.

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.

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.