how to setup outlook for salesforce ligntning

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 integrate Salesforce Lightning with 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.

How do I enable the Lightning for Outlook add-in?

Note: To enable the Lightning for Outlook add-in for a subset of your reps, you can use PowerShell™ cmdlets. Review this link for additional information. Page | 5 Set Up Lightning for Outlook Turn Lightning for Outlook On Salesforce Administrator Action Go to Setup and in Quick Find, search “Lightning” and open Settings.

How do I add email addresses to Salesforce Lightning?

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. (Read further below in this document for Global Action details.)

Can I Connect Outlook emails to Salesforce?

For Salesforce Administrators: Setting Up & Using Salesforce Lightning for Outlook Even when your users spend more time in Outlook than in Salesforce, you still need them to be considerate of your data. You can connect Outlook emails to Salesforce, and the Lightning for Outlook add-in is the right tool to get the job done.

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.

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.