how to use salesforce with outlook

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.

Full Answer

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. ...

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 add Salesforce button to Outlook?

• Open Outlook and click “New Email”.
• Right-click on the “Clipboard” ribbon (the menu area near the top that contains “Paste”, “Cut”, “Copy”, etc), click “Customize the Ribbon”.
• On the right-hand side, under the “New Mail Message” section, click the current “Salesforce” group (if one exists) and click “Remove”.
• Highlight the “New Mail Message” section.

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How to connect Salesforce CRM with Microsoft Outlook?

• It puts all of your customer information in one place: Outlook.
• It offers integrated tasks and reminders that you can associate with a contact, company or sales deal.
• It lets you share customer information across the organization.
• It’s relatively simple to use and available on mobile.

How do I connect Outlook to Salesforce?

2:054:04How 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.

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.

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...•

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.

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.

How do I transfer emails from Outlook to Salesforce?

Select an email and click the Record to Salesforce button in the top left corner of the Outlook Ribbon. Tip: There are four other ways to access the Record window for LinkPoint Connect. Right click an email in the inbox and select Record to Salesforce from the menu.

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.

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 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.

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.

Is Salesforce integration with Outlook?

In the competitive time of businesses, sales representatives of any company spend their 50% of effort and time on minimal task like maintaining data, transferring data, data entry, in two different places and coming back to Salesforce for managing emails and inbox to gather and access all the respective information about leads, prospects, and opportunities. To increase productivity of Sales representatives, Salesforce integration with Outlook is the best solution for managing the sales more effectively.

How does Salesforce help with productivity?

If both Microsoft Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing your data between the two systems, create tasks, associate emails from your Outlook to records in your Salesforce organization and more.

Can you create Salesforce records in Outlook?

Relate email or Events and attachments to Salesforce records, and create Salesforce records directly in Outlook.

Can you add 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.

Why is Salesforce installed in Outlook?

Installing Salesforce for Outlook will help salespeople access and manage Outlook data and Salesforce records in one single place. This makes it easier for them to create target email communications to prospects, which eventually drives more leads and sales. With Revenue Grid, companies can quickly connect Salesforce with Outlook and avoid all the hassles when using Salesforce for Outlook application.

Why integrate Salesforce with Outlook?

For example, using Outlook, salespeople can send emails to communicate with potential clients, store client data, and make appointments.

How to install Salesforce on Google Chrome?

To install Salesforce for Gmail, all you need to do is add the Revenue Grid for Salesforce Extension to your Google Chrome. Sign in to Gmail and grant Revenue Grid permission to work with your Gmail and Google Calendar data. Then, authorize the Revenue Grid Chrome Extension to access your Salesforce data.

How to sync Salesforce with Office 365?

Then, open the Sidebar in Microsoft Outlook and log in to the Revenue Grid for Salesforce add-in. Follow the instructions as stated to connect Salesforce with Office 365 and choose which data you want to sync.

When will Salesforce stop serving Outlook?

Salesforce for Outlook hasn’t supported new users since Winter 2019. The application will stop serving existing users starting in June 2021 and ending with full retirement in June 2023.

Does Salesforce sync with Outlook?

Another worthy note is that Salesforce Outlook Integration doesn’t sync some types of data, for example, opportunities, calls, and meetings. That means you still have to switch between Salesforce and Outlook to get that information.

Does Salesforce require Outlook 2013?

Even though Salesforce encourages users to switch to Lighting for Outlook (also called Salesforce Outlook Integration) after the application retires, Lighting for Outlook requires at least Outlook 2013 for Windows.

How to integrate Salesforce with Outlook?

Steps to integrate Outlook and Salesforce. Step 1: Click Setup and type “Outlook” in the quick find box. Then select “Outlook Integration and Sync”. Step 2: Enable the toggle button in Outlook Integration. Step 3: Enable the toggle button in “Use Enhanced Email with Outlook”. Step 4: Click the “Activate and Notify Reps” link.

Why integrate Outlook with Salesforce?

Salesforce integration with Outlook is designed to help the sales reps work smarter by easily targeting meaningful email communications , generate meaningful leads, hence increasing return on investment.

What can Salesforce access?

1. Sales Reps can access all your Salesforce data such as contacts, leads, accounts, opportunities, and cases associated with emails and appointments directly in outlook. 2. Sales Reps can focus more on the overall sales process to increase sales productivity & forecast accuracy. 3.

What is Salesforce integration with Outlook?

Salesforce integration with outlook will help sales reps track customer interactions and reduce duplicate work between the two systems.

How to add email to Salesforce?

Add Email with Contact in Salesforce​. Step 1: Create a new Contact with an email address. Step 2: Go to Outlook. Step 3: Click on New Email. Step 4: Enter the same email address (which you entered in salesforce contact) in To, and write subject and description. After that send the email.

Does Salesforce work with Outlook?

To increase the efficiency and productivity of Sales reps, Salesforce for Outlook has been the best solution for enabling your reps to maintain data in Outlook and Salesforce and manage their sales more effectively. Salesforce integration with outlook will help sales reps track customer interactions and reduce duplicate work between the two systems.

Is Salesforce for Outlook good?

To increase the efficiency and productivity of Sales reps, Salesforce for Outlook has been the best solution for enabling your reps to maintain data in Outlook and Salesforce and manage their sales more effectively.

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.