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 is the salesforce app for Outlook?
Today, as part of our ongoing strategic partnership with Salesforce, the new Salesforce App for Outlook was announced to give users a great new way to work with Salesforce right from within Outlook. This lets users view Salesforce contacts, leads, accounts and opportunities in the context of an email from a customer.
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.
Why Salesforce integration with Outlook is the best solution for sales?
To increase productivity of Sales representatives, Salesforce integration with Outlook is the best solution for managing the sales more effectively. Microsoft outlook, or simply Outlook, is a personal information manager from Microsoft, that allows users to send and receive email on their computer.
What is the use of it in Salesforce?
It provides many functionalities to manage various types of personal data like calendar appointments and similar entries, tasks, contacts, notes, and events. Helps to access important Outlook email messages and manage all relevant Salesforce records in one place.
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Can you integrate Outlook and 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.
How do I add Salesforce app 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 does Salesforce work with 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.
How do I add Salesforce online to Outlook?
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.
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.
How do I get the Salesforce icon in Outlook?
In Outlook on the web, click the gear icon (top right) and select Manage Add-ins. (Outlook 2016 for Mac users should install via Outlook on the web.) In the search bar on the top right, type Salesforce. When the search returns the Salesforce Lightning for Outlook add-in, set the toggle to On to install the add-in.
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.
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 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...•
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.
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.
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.
