how to setup your outlook with salesforce

1. Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button.
2. Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button.
3. Now Switch to Salesforce Classic. Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook.
4. After complete installation Salesforce for Outlook in your computer Open Microsoft Outlook in your computer.

How to integrate Salesforce with Outlook?

Steps to Set up Salesforce Outlook Integration

1. Selecting Outlook in Salesforce. Go to your Salesforce and log in. ...
2. Configuring Outlook. Step A: Now, in the Fast Find Box, type Outlook again and select Outlook Configuration. ...
3. Configuring Salesforce. Switch to Salesforce Classic now. ...
4. Salesforce Outlook Integration. ...

How to connect Salesforce with Outlook?

Importance of integrating Salesforce with Outlook

• It will help to save time of Sales reps in entering data and switching between the two applications
• Help to eliminate efforts on redundant data entry into two applications
• Help Sales teams in tracking email conversations relevant to Salesforce records
• Help to design meaningful email templates for prospects and customers

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How to install Salesforce for Outlook?

Install Salesforce for Outlook (SFO) Before you start your installation, complete the following actions: Make sure Outlook Exchange Cache Mode is enabled. If this feature is not already enabled, make sure SFO is not running, enable the feature, and then wait until the mailbox data is fully downloaded and that Outlook shows that all folders are ...

Does Salesforce integrate with Outlook?

Salesforce for Outlook. The integration with Outlook is not only about emails. You can synchronize Salesforce CRM with your Microsoft Outlook to: Automatically sync Contacts, Events, and Tasks between Salesforce and Outlook. Manually add Outlook emails to Contact, Accounts (Organizations), Opportunities (Donations), and Lead object.

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How do I connect Outlook to Salesforce?

2:024:04How To Integrate Salesforce With Outlook In 2021 - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd email to salesforce enable the toggle. Button in use enhanced. Email with outlook. Click theMoreAnd email to salesforce enable the toggle. Button in use enhanced. Email with outlook. Click the active. And notify reps link click the edit. Button in email to salesforce.

Can you sync Outlook with Salesforce?

Salesforce for Outlook syncs your items based on your system activity. Events and tasks sync automatically every ten minutes; contacts sync automatically every hour. If, however, Salesforce for Outlook detects keyboard or mouse inactivity for 30 minutes, the sync frequency for events and tasks changes to 30 minutes.

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 does Outlook work with 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.

How do I connect my email to Salesforce?

To be able to use Email to Salesforce, start by configuring it....Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...

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.

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.

How do I install Salesforce for Outlook plugin?

Installing the Salesforce Outlook Add-in (Mac)Find Salesforce in the add-in in the list and check the box in the Turn On column.Wait about 15 to 20 seconds and then open Microsoft Outlook.The Salesforce add-in should appear on your Outlook ribbon.

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.

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.

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.

Does Salesforce for Outlook work with Office 365?

Salesforce for Outlook works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA). You can read the full announcement from Salesforce as well as more about the app here. You can get the Salesforce App for Outlook from the Office Store for free: store.office.com.

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How To: Sales Cloud: Set Up Outlook Integration (Individual Session)

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Salesforce and Outlook Integration

Help reps track customer interactions and work their Salesforce deals directly in Outlook.

Considerations for Setting Up the Outlook Integration

Keep these considerations in mind to determine which Outlook features to enable and what users will need for access.

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.