How does salesforce work with outlook

image

In most cases, organizations set up Salesforce for Outlook to sync contacts, events, and tasks both ways between Outlook and Salesforce. This keeps your data synced automatically. Your organization, however, may differ with what you can sync andthe direction you sync.

Sync contacts, events, and tasks between your desktop-based version of Outlook and Salesforce. Select an email in Outlook to see related Salesforce records, like leads, contacts, tasks, and opportunities. And relate that email to the Salesforce records of your choice.

Full
Answer

Table of Contents

How do I integrate Salesforce with Outlook?

Steps to Integrate Outlook and Salesforce

  1. Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. …
  2. Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button.
  3. Now Switch to Salesforce Classic. …

More items…

How to connect Salesforce CRM with Microsoft Outlook?

  • It puts all of your customer information in one place: Outlook.
  • It offers integrated tasks and reminders that you can associate with a contact, company or sales deal.
  • It lets you share customer information across the organization.
  • It’s relatively simple to use and available on mobile.

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 …

How do I sync Salesforce with Outlook?

how do I sync outlook calendar with salesforce?

  • Login to Salesforce
  • Click your name at the top right corner
  • Click Setup
  • In the search box on the left search for outlook
  • You should then see “Salesforce for Outlook”
  • Click that
  • Click download
image


Is Salesforce compatible with Outlook?

Salesforce for Outlook is compatible with any Microsoft Exchange server officially supported by Microsoft, including Exchange Online with Microsoft Office 365™, Exchange Online with GCC High, and on-premises Exchange servers.


Can you link Outlook to Salesforce?

Salesforce for Outlook syncs your items based on your system activity. Events and tasks sync automatically every ten minutes; contacts sync automatically every hour. If, however, Salesforce for Outlook detects keyboard or mouse inactivity for 30 minutes, the sync frequency for events and tasks changes to 30 minutes.


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 my Outlook emails from Salesforce?

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.


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 send an email 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.


Is Outlook integration free with Salesforce?

The Outlook email Salesforce integration is free.


How does Office 365 integrate with Salesforce?

Office 365 and Salesforce IntegrationSend an email using Office 365 for every new contact on Salesforce. … Sync new Salesforce leads as contacts on Office 365. … Sync new Office 365 contacts as leads on Salesforce. … Sync Salesforce events with Office 365 Calendar.More items…


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.


Which of the following are benefits of syncing Microsoft Outlook with Salesforce?

When you integrate Salesforce with Outlook, you eliminate redundant processes that waste time and keep your team from focusing on sales and customer service. As an added benefit, you’ll also prevent data-entry errors that can occur when sales reps have to type the same data in multiple places.


What is Salesforce 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 connect my email to Salesforce?

To be able to use Email to Salesforce, start by configuring it….Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . … Under Email Associations, select options as needed.More items…


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 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.


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.


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.


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.


Learning Objectives

Summarize how your reps rely on Microsoft® Outlook® and Salesforce to work their prospects and deals.


Why Sales Reps Use Outlook

Your sales reps already spend time in Outlook. Here’s what they do with it.


Why Reps Use Salesforce

Ursa Major purchased Salesforce because it’s a powerful sales tool. Kudos to them! Their reps use Salesforce to track information about their prospects and deals. But let’s take a closer look at what sales teams use Salesforce for.


Why Redundancy Is a Problem

Why is knowing about redundancy important? Because your sales reps do some of the same things in Outlook as they do in Salesforce. Our Ursa Major sales reps Erin and Lance often use both applications to track contacts, schedule meetings and appointments, and track tasks.


How Integrating with Outlook Helps Your Sales Reps

With the Outlook integration, reps can do more from Outlook. Plus, when you add Einstein Activity Capture, reps avoid busy work and stay focused on selling. Here’s a quick glimpse of what you can deliver to your sales reps.


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.

image

Leave a Comment