Steps to Integrate Outlook and Salesforce.
- 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.
- Click on Active and Advanced Email Security Settings Checkbox true and Click on Save button.
- Click on Skip this Step.
- 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.
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.
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
How do I sync Salesforce with lightning with Outlook?
Open your Salesforce Org. 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.
Does lightning sync sync emails?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service.
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.
What can the system administrator synchronize between Salesforce and Outlook using Lightning for Outlook?
Plus, Lightning Sync syncs items whether you're working from your desk or from the Salesforce mobile app. Salesforce admins define your experience by selecting sync settings from Salesforce. For example, admins can choose whether both contacts and events sync, or whether only contacts or only events sync.
What can be synchronized between Salesforce and Outlook?
Salesforce for Outlook syncs Salesforce recurring events (repeating events created in Salesforce Classic) with Microsoft Outlook calendars. Keep Microsoft® Outlook® and Salesforce tasks in sync.
What is lightning Sync for Outlook?
Lightning Sync will synchronize Contacts and Events between Salesforce and either Microsoft Exchange or Google (Gmail), and can operate in a one-way or two-way configuration. If you're looking for Task synchronization, that will also exist within Lightning for Outlook, starting with the Winter '18 release.
How do I link my Outlook email to Salesforce?
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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 add Salesforce plugin to Outlook?
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 add lightning to 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.
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
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 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.
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.
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.
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.
Lightning for Outlook
First, let me know note that this IS the replacement for Salesforce for Outlook, the old grandpa to Lightning for Outlook.
Inbox
This is the Salesforce magic email tool or so they will tell you. Most of the features to truly work require Lightning, so if you are still on Classic, be careful what you pay for.
