Method 1 Method 1 of 2: Installing Salesforce Lightning for Outlook.com Download Article
- Go to https://www.outlook.com in a web browser. If you’re already signed in to your Microsoft account in your web browser, you can skip this step.
- Go to https://appsource.microsoft.com/en-us/. Now that you’re signed in, you can install the add-in.
- Type salesforce into the search bar. …
- Click Salesforce Lightning for Outlook. …
- Click GET IT NOW. …
Table of Contents
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
How to run installed application in Salesforce?
- Object permissions—Read, Create, Edit, Delete, View All, and Modify All enabled
- Field-level security—set to visible and editable for all fields
- Apex classes—enabled
- Visualforce pages—enabled
- App settings—enabled
- Tab settings—determined by the package creator
- Page layout settings—determined by the package creator
How do I manually install a plugin?
User: Beginner:
- First thing you need to do is to download the plugin file from the plugin page or manually from a source. …
- For the next step, you will need to login to the WordPress admin site and proceed to the plugins section.
- The next thing that you need to do is click on the ‘Add new’ button right beneath the plugin section of the WordPress dashboard.
How to manually install a plugin?
Install plugin from Marketplace. Press Ctrl+Alt+S to open the IDE settings and select Plugins. Find the plugin in the Marketplace and click Install. To install a specific version, go to the plugin page in the JetBrains Plugin Repository, download and install it as described in Install plugin from disk. For example, you can do it if the most …
How do I add a Salesforce plugin to Outlook?
Take the following steps to enable the Salesforce for Outlook Add-In in Microsoft Outlook 2010/2013/2016:Click File | Options | Add-Ins.Click the Manage drop-down menu and select Disabled Items and click on Go…If the Salesforce add in is listed, select it and click Enable.More items…
How do I install Salesforce Outlook Connector?
0:092:54On your left locate the quick find bar and type in Outlook. Select outlook integration and sync fromMoreOn your left locate the quick find bar and type in Outlook. Select outlook integration and sync from here enable the first grey tab. Under use enhance email with Outlook select the grey tab to enable.
Does Salesforce have an Outlook plugin?
Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.
How do I install Salesforce for Outlook 2020?
In your Outlook client locate the Get Add-ins icon on the top right of your home bar and search for “Salesforce” and enable the Add-in. Once you have that enabled close out of this window. Then select the Salesforce Cloud Icon that should appear in the top right.
How do I download a Salesforce addon?
2. Get the add-in through Microsoft Outlook’s add-in libraryOpen Outlook.Select Get Add-ins.In the Search bar, type in Salesforce.Choose the add-in labeled Boost Productivity by bringing the power of the Salesforce Platform to Outlook. … Select Add.Log in to Salesforce.Input your Salesforce credentials. … Select Confirm.
How do I install Salesforce Lightning for Outlook?
Click Salesforce Lightning for Outlook from the Home tab on the ribbon and then click Manage Add-ins. In the Manage Add-ins page, click the + sign and then select the Salesforce for Outlook add-in from the Office Store. Click the Add button to begin installation.
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.
How do I get the Salesforce Outlook side panel?
Enable the Salesforce Side PanelFrom Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.If you’re modifying an existing Outlook configuration, click Edit next to the one that you want to modify. … Select Side Panel .Save your changes.
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 sync Outlook with Salesforce?
Click Sync All Outlook Items to sync everything. Click Sync Only the Outlook Items I Select to sync only items you assign to the “Sync with Salesforce” category in Outlook. Select private items to sync. If you want to sync your personal tasks, contacts, and/or events with Salesforce, check your desired options.
Where is the Salesforce icon?
If you don’t see the setup wizard, right-click the Salesforce icon in the system tray, then click Settings. …
How to enable Lightning for Outlook?
You will need to get in touch with your Salesforce Administrator to enable Lightning 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.
Is Salesforce available on Outlook?
Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later. Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises.
Is Salesforce inbox a separate app?
A: Salesforce inbox is a separate addition to Salesforce for Outlook. However, if you are using outlook 2013 or a not fully updated version of outlook 2016 you would have an issue with pinning.
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.
