How do i set up salesforce lightning for outlook


Enabling Salesforce for Outlook.

  • Once you are logged into Salesforce locate the Setup tab in the top right and select it.
  • Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it.
  • Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to enable Lightning for Outlook.
  • More options should now be available.
  • Click on the grayed-out bar next to Enable Enhanced Email with Lightning for Outlook Salesforce Lightning for Outlook Settings.

To enable Enhanced Email, return to the Outlook Integration and Lightning Sync settings page within Salesforce. Look for the section titled Log Email Messages to Salesforce while Composing, and then click Activate and Notify Reps next to Email to Salesforce. Select Edit, check the Active box, and click Save.Mar 14, 2022


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.

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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

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How do I connect Salesforce Lightning to Outlook?

Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. … Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items…•

How do I configure Outlook for Salesforce plugin?

From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration.Depending on your permissions, you can: Edit your email settings. Edit your sync settings. … Save your changes. All changes take effect the next time your data syncs.

Does Salesforce for Outlook work with lightning?

Salesforce for Outlook has relied on Lightning Experience to interpret APEX calls made from IE11. Because Salesforce Classic can’t interpret APEX calls, Salesforce for Outlook relies on Lightning Experience for users working from both Lightning Experience and Salesforce Classic.

How do I use Salesforce plugin in 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

How do I add Salesforce plugins to 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.

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.

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 is lightning Sync for Outlook?

Lightning Sync (formerly Exchange Sync) is a background synchronization tool that works hand-in-hand with Lightning for Outlook. It can also coexist with Salesforce for Outlook, however, it is typically not necessary.

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.

Why is Salesforce for Outlook not working?

Make sure the Salesforce for Outlook SFO icon is present in the system tray. If SFO icon is not present, try to run it by double clicking on the icon from the Desktop and wait a few seconds to see if it shows up in the System Tray. If nothing happens, try to restart your computer and see if the icon shows up.

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.


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