What is Salesforce for Outlook?
This lets users view Salesforce contacts, leads, accounts and opportunities in the context of an email from a customer. Salesforce for Outlook works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA).
What is a capable alternative to Salesforce for Outlook?
A capable alternative to Salesforce for Outlook, LinkPoint360’s LinkPoint Connect eliminates the need for duplicate data entry by enabling its users to view, create, and update Salesforce data within the screen context of their Outlook email.
Is Salesforce for Outlook retiring?
Salesforce for Outlook Retirement: Salesforce for Outlook product retirement has been rescheduled for June 2023. The side panel action menu (also known as the New Record button) stops functioning in Summer ’21. Salesforce for Outlook is Retiring: Salesforce for Outlook has been helping reps stay productive for a long time.
Should you use Salesforce for Outlook or third party developers?
Third-party developers have created a range of options to accomplish – and in specific use cases outperform – Salesforce for Outlook as a tool for sharing vital customer data between Salesforce and Outlook email, calendar, tasks, and contacts. From a performance perspective, each solution carries its own list of pros and cons.
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.
How do I get Salesforce for Outlook?
From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook. Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to assign you to an Outlook configuration.
Is there a Salesforce plugin for Outlook?
To use the integration, each Outlook user needs the Salesforce add-in for Microsoft Outlook. How you get the add-in is up to your Salesforce admin and your IT department. After the add-in is installed, launch it in Outlook, connect your email account, and then manage the add-in like you do other Microsoft add-ins.
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 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 install Salesforce for 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 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 my Salesforce email to Outlook?
From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration. If Add Email is selected, the Add Email and Send and Add options appear in Outlook. Note If you don't see the Add Email and Send and Add options, ask your administrator to activate Email to Salesforce.
How do I install Salesforce for Outlook lightning?
0:043:08How to Install Lightning for Outlook - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd type in lightning and locate lightning for Outlook and sync go ahead and click on that findMoreAnd type in lightning and locate lightning for Outlook and sync go ahead and click on that find lightning for Outlook. And enable the feature by selecting the gray bar.
Does Salesforce replace Outlook?
Salesforce for Outlook product retirement has been rescheduled for June 2024.
How do I add Salesforce to Outlook browser?
From Setup, in the Quick Find box, enter Outlook , and then select Outlook Integration and Sync.Enable Let users access Salesforce records from Outlook.If reps use Outlook on the web, in the Microsoft Outlook Web App Domain section, add the domains that you want to allow access to Salesforce.
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.
What is Salesforce Outlook?
For the techies out there, the old Salesforce for Outlook integration was an executable application (.exe) file that required you to download software to integrate between Salesforce and Outlook.
What is an EAC in Salesforce?
Einstein Activity Capture (EAC) is an AI activity logging assistant available for all organizations using an out-of-the-box Salesforce email integration (Outlook or Google). EAC provides several impressive features designed to launch productivity for Outlook users. Leveraging artificial intelligence, EAC syncs Outlook contacts and events with the Salesforce CRM and tags the correct contacts and accounts, making activity tracking a breeze. Email and event capture shows Outlook activities directly in the activity timeline of relevant Salesforce records, and are updated with any changes eliminating manual tracking. EAC also delivers more in-depth insight and context by offering Activity Metrics for data point analysis.
Does Salesforce have email relaying?
While not an official integration feature, the latest Salesforce update has solved Salesforce’s pesky email relaying problem. Before this update, emails sent through Salesforce looked to some email providers like spoofed emails causing the messages to be quarantined or directed to spam. Email spoofing is the forging of email headers to make messages appear as if they came from someone other than the original sender. Since all emails sent out of Salesforce were sent via Salesforce’s email servers, they needed to spoof their email to look like they were being sent from your sales reps. This practice was largely criticized by regulated industries that needed to track all email sent internally, and the delivery issues were causing major headaches for all businesses.
Is Lightning for Outlook free?
The new Lightning for Outlook’s best feature is that it is free and already installed into your Salesforce instance. This new integration delivers many of the same features as Salesforce for Outlook. However, it takes things up a notch, offering a wide range of additional functionality. Using newer technology, Lightning for Outlook creates a direct sync between Outlook and Salesforce. The older Salesforce for Outlook required other software to be installed on a user’s machine.
Is Salesforce a part of Outlook?
The Salesforce for Outlook integration has helped countless Salesforce users sync their email, contacts, tasks, and calendars between the two systems. However, come the Winter ’20 update, expected this December, Salesforce will officially retire this integration.
Is Salesforce a security solution?
Security considerations should also take top priority when installing a new solution into your Salesforce environments. For highly regulated industries, such as healthcare, e-commerce, and finance, you may be running enhanced encryption on your Salesforce data, so not all integrations may work for you. Nevertheless, not all 3rd party services are equipped to handle these stringent data security standards and should be carefully evaluated.
What is Salesforce for Outlook?
Salesforce for Outlook is a Salesforce-native application that creates a simple data connector between Salesforce and Microsoft Outlook email, calendar, tasks, and contacts. The integration automatically updates Salesforce with customer data captured in Outlook, and makes that data available to streamline internal communication, enhance customer relationships, and close transactions.
When did Salesforce retire?
This step marked the beginning of Salesforce’s phased retirement of the Salesforce for Outlook application. June of 2020 marked the next step in this phased retirement process, as Salesforce retired the Salesforce for Outlook Action Menu, which let users create new Salesforce for Outlook records from the Salesforce for Outlook side panel. Since that date, users no longer had access to the “New Records” button, eliminating their ability to create Salesforce records from Outlook through the Salesforce for Outlook application.
What is Zapier in Salesforce?
Zapier is a web-based tool that forms data connections between disparate third party applications, allowing for the automation of repetitive tasks that would otherwise require users to transfer data manually. Designed for plug-and-play, Zapier shares data between Salesforce and Microsoft Outlook without the need for custom coding by developers.
What is LinkPoint360?
LinkPoint360 – cost-effective email-to-CRM integration for mid-sized enterprise. Like its competitive counterparts, LinkPoint360 is a third-party solution designed to connect leading CRMs – including Salesforce – with the email, calendar, task, and contact applications its clients use.
Is Salesforce still supporting Outlook?
So, Salesforce is phasing out its support of Salesforce for Outlook now, in preparation for its retirement in June of 2023.
Is Salesforce aging out?
In the simplest possible terms, Salesforce for Outlook is aging out. Salesforce for Outlook was initially developed to connect Salesforce Classic and pre Internet Explorer 11 (IE11) versions of Outlook. With the advent of IE11, however, which communicates via APEX calls, Salesforce for Outlook – which naturally doesn’t – was made reliant on ...
