Does salesforce integrate with outlook


Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.

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

More items…

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. …

More items…

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. …

See more


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 enable integration in Outlook Salesforce?

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.

What can you do with Salesforce for Outlook?

0:113:27Easily Connect Salesforce to Outlook – YouTubeYouTubeStart of suggested clipEnd of suggested clipBring email and Salesforce together to view and work with Salesforce data without having to switchMoreBring email and Salesforce together to view and work with Salesforce data without having to switch back and forth between Outlook. And Salesforce. Access your Salesforce tasks marked tasks as in

Does Salesforce have email integration?

The Salesforce integration with Outlook® and Gmail™ helps your reps manage their sales more efficiently. Your reps can view, edit, and add Salesforce records directly from their email, and relate emails and events to Salesforce records.

Does Office 365 integrate with Salesforce?

The Salesforce and Office 365 integration lets you keep a complete record of all your communications. With Salesforce Office 365 integration, you can enjoy the following benefits: Salesforce Office 365 integration permits you to pass your data to and from the internal and external systems.

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 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.

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.

When will Salesforce stop serving users?

The application will stop serving existing users starting in June 2021 and ending with full retirement in June 2023. You won’t be able to receive adequate support from Salesforce teams, which means whenever you have an issue with Salesforce for Outlook, you have to figure it out yourself.

Can you use Salesforce with Outlook?

You can use the Salesforce for Outlook application developed by Salesforce to do that. Other popular ways are using Salesforce Outlook integrations like Revenue Grid. Each way is good in its own right. That said, connecting Salesforce to Outlook requires some time and a certain level of technical knowledge.

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.

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.

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.

What are the benefits of integrating Salesforce with Outlook?

Benefits of integrating Salesforce with Outlook. 1. time for reps in entering data and switching between the two applications. 2. Assist sales teams in tracking important email conversations relevant to Salesforce records. 3.

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.

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.

What is Outlook software?

Microsoft Outlook is an email software program that allows users to send and receive an email on their computer. It provides many out-of-the-box functionalities to manage various types of personal data including calendar appointments and similar entries, tasks, contacts, notes, sharing information in groups, and creating multiple tasks and events

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.


Leave a Comment