- 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
- Click File | Options | Add-Ins.
- Click the Manage drop-down menu and select Disabled Items and click on Go...
- If the Salesforce add in is listed, select it and click Enable.
How to integrate Salesforce with Outlook?
Steps to Set up Salesforce Outlook Integration
- Selecting Outlook in Salesforce. Go to your Salesforce and log in. ...
- Configuring Outlook. Step A: Now, in the Fast Find Box, type Outlook again and select Outlook Configuration. ...
- Configuring Salesforce. Switch to Salesforce Classic now. ...
- 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
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.
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 ...
Where is Salesforce Outlook plugin?
Required Editions If you don't see the Salesforce icon in the Outlook desktop ribbon or as an option in Outlook on the web, install the Salesforce add-in from the store. If you can't access the store, contact your IT department to install the add-in for you.
How do I get my Salesforce ribbon in Outlook?
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 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.
How do I add an Outlook plugin to Outlook?
In Outlook, click Get Add-ins from the Home tab on the ribbon. You can also select File > Manage Add-ins, which will take you to Outlook on the web and open the Add-Ins for Outlook dialog there. From the Add-Ins dialog, type the name of the add-in you want to add to Outlook.
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...•
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.
Why is Salesforce for Outlook not working?
Make sure the Salesforce for Outlook SFO icon is present in the system tray. If SFO icon is not present, try to run it by double clicking on the icon from the Desktop and wait a few seconds to see if it shows up in the System Tray. If nothing happens, try to restart your computer and see if the icon shows up.
How do I enable a plugin in Outlook?
Turn an add-in on in Outlook for WindowsIn Outlook, click File > Manage Add-ins. In Outlook Web App, click Settings. > Manage add-ins.Under Manage add-ins, in the Turned on column, select the check box for the add-in you want to enable.
Why can't I see add-ins in Outlook?
Scenario 1: Optional Connected Experiences is disabled Click the "Privacy Settings" button. If the "Enable optional connected experiences" button is not checked, the 'Get Add-Ins' button (among other functions) will be greyed out. Check it. Restart Outlook and the "Get Add-Ins" button should be visible now.
Why is my add-in not showing up on Outlook?
Enable Inactive Add-in If the add-in is listed under Inactive, make sure "COM Add-ins" is selected in the "Manage" drop-down and click "Go...". Check the checkbox next to the Add-in and click "OK". Restart Outlook. Close Outlook, wait for 5 seconds, then start it again.
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.
Outlook Integration
When you work in Outlook, using Outlook on the web, Outlook 2016, Outlook for Mac 2016, or Outlook 2013, you can manage your sales more efficiently.
Outlook Integration with Inbox and Einstein activity capture
Integrate email and calendar with Salesforce with a suite of productivity features. Einstein Activity Capture lets you automatically log emails and events.
Lightning Sync for Microsoft Exchange
Salesforce admins can set up Lightning Sync so reps can sync contacts and events between Microsoft® Exchange and Salesforce.
Salesforce for Outlook
A Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.
Email to Salesforce
Let your users add email to Salesforce records. Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce. That way, it’s easy to track sales-related communications.
