As LFO, Salesforce Outlook Integration was built as a new, up-to-date replacement to Salesforce for Outlook. While similar in functionality, it came with better performance and new, advanced features – and promised to automatically sync contacts, events, and tasks between Outlook and Salesforce.
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What is the Salesforce for 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.
What happened to Salesforce for Outlook?
In June of 2019, Salesforce transitioned Salesforce for Outlook to “maintenance only status,” which limited its availability to existing users only. This step marked the beginning of Salesforce’s phased retirement of the Salesforce for Outlook application.
Does Salesforce inbox sync with Outlook?
Salesforce Inbox Available as an add-in for Outlook (or a Chrome extension that users can tag onto their Gmail services), Salesforce Inbox offers email templates, email tracking, and calendar sharing. However, Einstein Activity Capture is still able to automatically sync data between Salesforce and Outlook.
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.
What is replacing Salesforce for Outlook?
Salesforce offers the following products to replace Salesforce for Outlook functionality: Outlook Integration (replaces the Salesforce side panel experience, where reps can see Salesforce records and use some Salesforce features directly from Outlook) Einstein Activity Capture (replaces contact and event sync)
Does Salesforce use 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.
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 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 can you do with Salesforce for Outlook?
Use Salesforce for Outlook to get insight into Salesforce contacts and leads related to your important Outlook emails—directly in Outlook. The Salesforce Side Panel displays Salesforce records to which you can add Outlook emails, events, and tasks.
Does Salesforce work with Office 365?
Salesforce Office 365 integration permits you to pass your data to and from the internal and external systems. It allows you to add Salesforce tasks to the Microsoft To-Do list. You can send an email directly from Office 365 whenever new Salesforce Opportunities are created.
Is Salesforce Classic being retired?
All Salesforce Classic users will be automatically moved to Lightning experience on January 7, 2020. You will still be able to switch back to Classic, but it is a signal for all companies to hurry up with Salesforce Lightning migration.
Is Salesforce inbox free?
Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox.
How does Salesforce sync 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.
How much is Outlook integration for Salesforce?
Salesforce Inbox is a commercial ($25 per user/month as of Jun 2020) version of Outlook/Gmail Integration & Sync with additional features enabling: Composing emails from templates.
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.
How do I download 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.
What is Salesforce for Outlook?
Salesforce for Outlook is an app that automatically syncs contacts, events, and tasks between Outlook and Salesforce. It gives you the ability to see Salesforce contacts and leads related to your Outlook emails. Basically, this app gives you the visibility to see relevant Salesforce data when you’re are looking at email in your Outlook.
When will Salesforce retire?
Salesforce has announced that Salesforce for Outlook will retire in December 2020 when Lightning Experience ends extended support for Microsoft Internet Explorer 11. Lucky for you, Salesforce has been at work creating the next generation of Microsoft integration products, which include the Outlook integration and Einstein Activity Capture.
Is this publication a substitute for professional advice or services?
This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor.
Is Salesforce for Outlook maintenance only?
As of Winter 2019, Salesforce for Outlook entered a maintenance-only phase that prevented new users from using Salesforce for Outlook. When Lightning Experience ends extended support for Microsoft Internet Explorer 11, Salesforce for Outlook can no longer function.
When will Salesforce be retired?
All good things must come to an end. When Microsoft discontinues its extended support services for Internet Explorer 11 in December 2020, Salesforce For Outlook will be formally retired too. While this development has been on deck for some time – since the end of 2019, when Salesforce reduced support for the tool to maintenance-only …
What is Salesforce Lightning?
Formerly known as ‘Lightning For Outlook’, Salesforce’s Outlook Integration has a very similar appearance to the retiring software. However, its additional functionality means users can look through existing records, edit fields, and create new records as needed
Can Salesforce be used with Outlook?
Post-retirement, as well as users, Salesforce admins won’t be able to use, update, or even access any of Salesforce for Outlook’s features, settings, or assignments. And while there won’t be any adverse impact on customer details, tasks, events, or email data, Salesforce for Outlook will no longer be able to sync any of this information …
Does Einstein Activity Capture sync with Outlook?
However, Einstein Activity Capture is still able to automatically sync data between Salesforce and Outlook.
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.
What is the fastest way to integrate Outlook with Salesforce?
Cirrus Insight is the Fastest, Most Secure & Most Reliable Solution for Integrating Outlook with Salesforce. Cirrus Insight is a tool that works in the background to automatically record and sync sales activity data from Outlook to Salesforce.
How long does it take for Salesforce to sync?
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.
Is Salesforce Outlook slow?
Unfortunately, users confirm that the Salesforce Outlook Integration app is slow and buggy. Some users report a loss of data and up to 90 seconds of computer lag when the software is syncing. Reps get frustrated as they work and their production slows down.
Does Salesforce require Outlook?
Because it’s built with newer technology, Salesforce Outlook Integration requires at least Outlook 2013 for Windows.
Does Salesforce automatically sync with Outlook?
No Automatic Sync. Salesforce for Outlook does not automatically sync data. The application requires users to manually click the “Add to Salesforce” button in order to sync their customer and sales activity data between Outlook and Salesforce.
Is Salesforce Outlook integration secure?
Security Risks. There are also critical security risks with the Salesforce Outlook Integration, as it requires global impersonation – giving admins unlimited access to every single mailbox on your company’s Exchange mail server.
Does Salesforce support the application?
Salesforce will not be supporting the application at all going forward, which means if you run into any issues using the application, Salesforce will offer no assistance of any kind.
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.
