With the Salesforce Outlook Integration app, in order to sync records and sales activity data, you need an additional product: Lightning Sync, which is slow. The first sync takes 72 hours or more. Each additional sync can take several minutes and is prone to creating duplicates, or losing as much as 40% of your sales activity data.
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 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 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.
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.
Is Lightning for Outlook going away?
Full Product Retirement in June 2024 After the full product retirement in 2024, admins and users no longer have access to Salesforce for Outlook features or the settings and user assignments saved in Outlook configurations.
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.
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.
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 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.
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.
Which of the following are benefits of syncing Microsoft Outlook with Salesforce?
When you integrate Salesforce with Outlook, you eliminate redundant processes that waste time and keep your team from focusing on sales and customer service. As an added benefit, you'll also prevent data-entry errors that can occur when sales reps have to type the same data in multiple places.
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.
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.