- Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button.
- 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. Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook.
- After complete installation Salesforce for Outlook in your computer Open Microsoft Outlook in your computer.
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
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 ...
What is the best email integration with Salesforce?
What Is Salesforce Integration?
- Salesforce Integration Processes. ...
- App-based Salesforce Integration. ...
- Code-based Salesforce Integration. ...
- Different Ways To Integrate Salesforce. ...
- Business Logic Integration. ...
- User Interface Integration. ...
- Data Integration. ...
- Salesforce Integration Checklist
- Extensive Planning. ...
- Understanding Both The Applications. ...
How to create email integration in Salesforce?
- From Setup, enter Gmail in the Quick Find box, and then select Gmail Integration and Sync.
- Enable Customize Content with App Builder.
- In the Email Application Pane section, create a pane and use Lightning App Builder to add components to the pane and assign the panes to users. ...
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What can you do with Salesforce Outlook integration?
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 set up integration in Outlook with Salesforce?
Steps to Integrate Outlook and SalesforceOpen 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.More items...•
Does Salesforce have Outlook integration?
Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.
What is the difference between Salesforce for Outlook and Outlook integration?
The Outlook integration lets users work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. This integration is meant to replace the Salesforce for Outlook side panel and even offers more features that Salesforce for Outlook does not.
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.
How do I integrate with Outlook?
Add a connectorIn Outlook on the web, select. > Manage integrations > Connectors.Browse the list of connectors. When you find the one you want, select Add.Follow the instructions on the screen to set up the connector. (Not all connectors are integrated in the same way.
What is Salesforce for Outlook?
Salesforce for Outlook, an application that you install, automatically syncs contacts, events, and tasks between Outlook and Salesforce. And most importantly, you can see Salesforce contacts and leads related to your Outlook emails.
Can I sync my Outlook calendar with Salesforce?
You can keep your Outlook and Salesforce events in sync using Salesforce for Outlook. After an event is in Salesforce, you can assign it to related records, like contacts, accounts, opportunities, and so on.
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.
What does Outlook integration mean?
With the Outlook integration, you can transform emails into action items, and automatically align everyone to stay seamlessly connected. Important Notes: 1) You must have a Microsoft 365 Business Premium license to use this integration.
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.
Is Salesforce inbox being retired?
In March 2021, we are planning to retire the legacy versions of the Inbox add-in for Outlook and Chrome extension for Gmail. Since your organization may use this older version, we wanted to let you know to move to the new version.
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.
Learning Objectives
Summarize how your reps rely on Microsoft® Outlook® and Salesforce to work their prospects and deals.
Why Sales Reps Use Outlook
Your sales reps already spend time in Outlook. Here’s what they do with it.
Why Reps Use Salesforce
Ursa Major purchased Salesforce because it’s a powerful sales tool. Kudos to them! Their reps use Salesforce to track information about their prospects and deals. But let’s take a closer look at what sales teams use Salesforce for.
Why Redundancy Is a Problem
Why is knowing about redundancy important? Because your sales reps do some of the same things in Outlook as they do in Salesforce. Our Ursa Major sales reps Erin and Lance often use both applications to track contacts, schedule meetings and appointments, and track tasks.
How Integrating with Outlook Helps Your Sales Reps
With the Outlook integration, reps can do more from Outlook. Plus, when you add Einstein Activity Capture, reps avoid busy work and stay focused on selling. Here’s a quick glimpse of what you can deliver to your sales reps.
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 emailsand events to Salesforce records. Add Einstein Activity Capture to automate email and event logging and to sync contacts and calendarevents between Salesforce and Outlook. To learn more about other products available, see Salesforce Help.
Can Salesforce be integrated with Outlook?
The integration between Salesforce and Microsoft® Outlook® requires both server-side setup and ashort client-side setup procedure. Review the system requirements and ensure that your emailserver is set up to communicate with the integration. Turn on the integration and push the Salesforceadd-in to your Outlook users.