How to integrate outlook with salesforce


Steps to Integrate Outlook and Salesforce
  1. Open your Salesforce Org.
  2. Click on Setup.
  3. Search Outlook in quick find box and Select Outlook Integration and Sync. …
  4. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
  5. Click on Edit button.
Jun 12, 2020

Table of Contents

What is the best email integration with Salesforce?

What Is Salesforce Integration?

  • Salesforce Integration Processes. …
  • App-based Salesforce Integration. …
  • Code-based Salesforce Integration. …
  • Different Ways To Integrate Salesforce. …
  • Business Logic Integration. …
  • User Interface Integration. …
  • Data Integration. …
  • Salesforce Integration Checklist
  • Extensive Planning. …
  • Understanding Both The Applications. …

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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 create email integration in Salesforce?

  • From Setup, enter Gmail in the Quick Find box, and then select Gmail Integration and Sync.
  • Enable Customize Content with App Builder.
  • In the Email Application Pane section, create a pane and use Lightning App Builder to add components to the pane and assign the panes to users. …

How to add Salesforce button to Outlook?

  • Open Outlook and click “New Email”.
  • Right-click on the “Clipboard” ribbon (the menu area near the top that contains “Paste”, “Cut”, “Copy”, etc), click “Customize the Ribbon”.
  • On the right-hand side, under the “New Mail Message” section, click the current “Salesforce” group (if one exists) and click “Remove”.
  • Highlight the “New Mail Message” section.

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How do I get the Salesforce plugin 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.

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.

Is Outlook integration with Salesforce free?

The Outlook email Salesforce integration is free. This option helps track customer actions and operating on Salesforce deals exactly in Outlook.

How do I integrate with Outlook?

Add a connectorIn Outlook on the web, select. > Manage integrations > Connectors.Browse the list of connectors. When you find the one you want, select Add.Follow the instructions on the screen to set up the connector. (Not all connectors are integrated in the same way.

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.

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.

Introduction to Salesforce

Salesforce is a Cloud-based Customer Relationship Management (CRM) platform that focuses on streamlining corporate processes such as Sales, Marketing, and more. Salesforce has specialized in Data Analytics, Marketing Automation, Customer Service, and Platform Development applications as a result of sustained development and efforts.

Introduction to Microsoft Outlook

Microsoft Outlook is an Email program that allows users to send and receive emails from their computers. Microsoft Outlook is a piece of commercial software that is available separately or as part of the Microsoft Office suite.

Why you Should do Salesforce Outlook Integration

For folks in sales, Salesforce and Outlook are essential tools. Integrating Salesforce and Outlook would automate their daily workflows significantly. Salespeople, for example, can use Outlook to send emails to Potential Clients, Manage Client Data, and Schedule Appointments.

Steps to Set up Salesforce Outlook Integration

To carry out Salesforce Outlook Integration smoothly you need to follow the steps given below:

Install Salesforce for Office 365

Activate the Outlook connector in your Salesforce account so that your Sales Reps may use Salesforce from within Microsoft Outlook Office 365.

Install Salesforce for Gmail

Go to your Salesforce account, use the Type field on the Event object to provide the Sales Representatives a drop-down menu to choose Gmail integration. They can choose from a list of event kinds to classify the event they’re reporting if the field is visible.

Install Salesforce for Microsoft Exchange

To integrate Salesforce with Microsoft Exchange, Microsoft AppSource must be authorized by the Microsoft Exchange server to make Calls To and From Business Apps. Choose whether the integration add-on is installed on behalf of users by an Exchange Administrator or by Outlook Users directly from the Store.

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.

Why integrate Salesforce with Outlook?

For example, using Outlook, salespeople can send emails to communicate with potential clients, store client data, and make appointments.

How to install Salesforce on Google Chrome?

To install Salesforce for Gmail, all you need to do is add the Revenue Grid for Salesforce Extension to your Google Chrome. Sign in to Gmail and grant Revenue Grid permission to work with your Gmail and Google Calendar data. Then, authorize the Revenue Grid Chrome Extension to access your Salesforce data.

When will Salesforce stop serving users?

The application will stop serving existing users starting in June 2021 and ending with full retirement in June 2023. You won’t be able to receive adequate support from Salesforce teams, which means whenever you have an issue with Salesforce for Outlook, you have to figure it out yourself.

Can you use Salesforce with Outlook?

You can use the Salesforce for Outlook application developed by Salesforce to do that. Other popular ways are using Salesforce Outlook integrations like Revenue Grid. Each way is good in its own right. That said, connecting Salesforce to Outlook requires some time and a certain level of technical knowledge.

Does Salesforce require Outlook 2013?

Even though Salesforce encourages users to switch to Lighting for Outlook (also called Salesforce Outlook Integration) after the application retires, Lighting for Outlook requires at least Outlook 2013 for Windows.

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.

What is Salesforce integration?

Salesforce and Outlook integration is about rationalism and convenience. Boost your productiveness, manage sales more profitably, work smarter and faster. Save more time, close tasks quicker, and identify new opportunities. By yourself or with our help. Ergonized development company has extensive experience and successful cases of integration.

Does Lightning Salesforce sync with Outlook?

Lightning Salesforce Outlook Sync for Microsoft Exchange can bring into step contacts & events amongst your Microsoft Exchange-based calendar and Salesforce. Presently, the product doesn’t synchronize tasks/events, doesn’t exclude deleted contacts in automatic mode.


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