How to connect salesforce to outlook

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Steps to Integrate Outlook and Salesforce

  1. Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button.
  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. Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook.
  4. After complete installation Salesforce for Outlook in your computer Open Microsoft Outlook in your computer.

How to setup Salesforce integration with Microsoft 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. …

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How do I contact Salesforce?

Understand Account and Contact Relationships

  • Contacts to Multiple Accounts. Your contacts might work with more than one company. …
  • Use Relationship Details to Help Close Deals. …
  • Define Company Relationships with Account Hierarchies. …
  • Best Practices for Establishing Account Hierarchies. …
  • Define Employee Roles with Account Teams. …

How to sync your emails to Salesforce?

Sync emails from Gmail to Salesforce

  1. Open up the Ebsta Console by clicking on the following link: https://console.ebsta.com
  2. Click Sign in with Salesforce and log in with your Salesforce credentials.
  3. Click Settings in the bottom left-hand corner and then select Email Sync.
  4. Click Add Gmail Mailbox . …
  5. Sign in to your Google Account with your username and password.

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How to setup Salesforce integration?

Set up a Salesforce integration

  • Before you begin. …
  • About the Salesforce integration. …
  • Prerequisite: Sync lead profiles between your MAP and Salesforce. …
  • Step 1: Connect your account to Salesforce. …
  • Step 2: Configure Salesforce integration settings. …
  • Next steps: Set up reports. …
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