To get started:
- While creating a new calendar meeting in Outlook, click the “Sync to Salesforce” icon in your Outlook ribbon.
- Select the correct contact or lead in your Salesforce environment to associate the meeting with.
- Select the correct account or opportunity in your Salesforce environment to associate the meeting with.
- Open your Salesforce Org.
- Click on Setup.
- Search Outlook in quick find box and Select Outlook Integration and Sync. ...
- Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
- Click on Edit button.
How to Connect Outlook calendar to Salesforce?
Set Up the Outlook Integration
- Click , and select Setup.
- Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync.
- Turn on the Outlook integration.
- Ensure that Use Enable Enhanced Email with Outlook is on to log emails as standard message objects and activate Email to Salesforce. ...
How do I integrate Salesforce with Outlook?
Steps to Integrate Outlook and Salesforce
- Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. ...
- Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button.
- Now Switch to Salesforce Classic. ...
How to easily combine and sync two different outlook calendars?
Summary
- Outlook for PC: Syncing Microsoft calendars is easy (just add the account). ...
- Outlook Mobile: Syncing both Microsoft and Google Calendars is just a matter of adding the corresponding email accounts.
- Outlook on the Web and Outlook.com: adding additional calendars requires subscribing to an iCal feed.
How often does Salesforce for Outlook sync?
Salesforce for Outlook System Tray icon
- Manually sync your Salesforce and Outlook contacts, events and tasks
- View a log of your sync records
- Resolved items in your unresolved items list
- Make alterations in the configuration of your Salesforce for Outlook solution
- Change which items in Outlook sync with Salesforce
- Change your username and password
- Hide notifications
See more
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.
Why is Salesforce not syncing with Outlook?
This might be a result of your Administrator possibly removing your username from an existing Outlook configuration or the administrator has not set you up with the ability to sync using Salesforce for Outlook.
Does Salesforce inbox sync calendar?
To sync your calendar with Salesforce, ask your Salesforce admin for help. Shared calendar events are supported for Gmail and Office 365 email accounts but not for Exchange email accounts. If you're not sure what type of email account you have, ask your IT department for help.
How do I sync my Outlook calendar with lightning?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync.Click Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to see more setup steps.From the Set Sync Settings and Check Status section, click New Config.Click New Lightning Sync Configuration.More items...
How does Salesforce work with Outlook?
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 add Salesforce to Outlook 365?
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.
How do I export a Salesforce calendar to Outlook?
To export an event, follow these steps.On the detail page for an event, click Export Event.Save the file to your computer as an . ics file.Follow the instructions supplied by your other calendar application to import the event into that calendar.
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 Einstein activity capture in Salesforce?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
How do I turn on lightning sync in Salesforce?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync or Google Integration and Sync. If Lightning Sync is available, under the Lightning Sync section you see an option to turn on the product.
Is Salesforce for Outlook still supported?
Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
How to sync Outlook calendar to Salesforce?
To get started: 1. While creating a new calendar meeting in Outlook, click the “Sync to Salesforce” icon in your Outlook ribbon. 2. Select the correct contact or lead in your Salesforce environment to associate the meeting with. 3.
Does Yesware sync with Salesforce?
Note: If the user does not manually select the Contact or Lead, Yesware will sync the meeting request with the account in Salesforce associated with first email address listed in the “To:” field of the calendar invite.
Why sync Outlook calendar to Salesforce?
Automatically syncing Outlook Calendar events to Salesforce can help reps get time spent logging events back so they can generate more revenue without compromising data in Salesforce. Gone are the days of having to manually sync each and every meeting to Salesforce to better understand how reps are interacting with accounts and spending time trying to see which meetings are moving the needle.
Why sync Salesforce calendar?
Syncing calendar data to Salesforce lets managers discuss the types of meetings that reps are having and see where in the workflow reps are seeing the most traction. This level of detail lets reps iterate on what’s working and adjust what is not working. Not only will this save time so reps can focus on what really matters, it also frees up blocks of time that were previously assigned to manual tasks.
Why do you need to sync fields?
Syncing additional fields allows reps to see which types of meetings anyone on their team are having and the impact they can have in sales cycles or managing customer relationships. For example, if a rep is having 10 demos a week but only one demo progresses to the next stage, it is a clear indicator that the rep or manager may want to revisit that demo script or structure.
What is dialing in sales?
Dialing is a numbers game in the world of digital sales. For revenue teams, the importance is clear: the number of dials that …
Can you accommodate contacts in Salesforce?
Another powerful feature is the ability to accommodate contacts who are not yet in Salesforce. The ideal solution will allow reps to easily search for the related contact, lead or account to easily sync that meeting without having to go into Salesforce to manually log the event.
How to sync Salesforce with Outlook?
If you choose to specify the items you want to sync, you’ll do it like this. 1. Select items you want to sync. You can select multiple items when you press CTRL while clicking the items. 2. Right-click a selected item, then select Categorize > Sync with Salesforce . The items will sync automatically during the next sync cycle.
How to add email to Salesforce?
1. Select an email in Outlook. The side panel displays Salesforce records related to the contacts in your email. 2. Next to each Salesforce record to which you’re adding your email, click . After you add the email, the added email indicator appears next to those records. 3. Keep track of the records to which you added your email. You’ll add events the same way you add emails. Just select an event from your Outlook calendar and go through the same steps.
What is the Salesforce side panel?
When you select an email from the Inbox or an event from the Calendar in Outlook, the Salesforce Side Panel displays related Salesforce contact and lead details directly in Outlook. After your administrator enables the side panel in your Outlook configuration, the side panel displays up to 10 contacts and leads from your email’s or event’s From, To, and Cc fields. In addition, the Salesforce Side Panel:
Does Salesforce work with Outlook?
Salesforce for Outlook Salesforce for Outlook v3.0.0 or later after Salesforce Disables TL S 1.0 encryption protocol. version Default email program Any of the following versions of Microsoft®Outlook with the latest updates.
