Steps to Integrate Outlook and Salesforce
- Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button.
- Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button.
- 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.
- After complete installation Salesforce for Outlook in your computer Open Microsoft Outlook in your computer.
- From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync.
- Click Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to see more setup steps.
- From the Set Sync Settings and Check Status section, click New Config.
- Click New Lightning Sync Configuration.
Table of Contents
How does Salesforce Lightning sync work?
Lightning Sync can sync contacts and events you create and maintain, whether you’re at your desk or working remotely from your mobile device. Depending on the settings your administrator selected, Lightning Sync syncs contacts or events between your email application and Salesforce. Items can sync in both directions, or one direction.
How do I sync events between Microsoft calendarto Salesforce and Microsoft Exchange?
If your administrator has set up Lightning Sync for Microsoft Exchange, your events sync automatically between your Microsoft calendarto Salesforce. Events sync when you create or update them. If you’ve got many events, your first sync could take some time.
How do I Sync my Salesforce data with Outlook?
1. Select items you want to sync. You can select multiple items when you press CTRL while clicking the items. 2. Right-click a selected item, then select Categorize > Sync with Salesforce . The items will sync automatically during the next sync cycle. Working with Salesforce Records Directly in Outlook
How does Salesforce scheduler read external calendars?
When there’s a request or an attempt to book an appointment, Salesforce Scheduler checks the updated calendar data and displays available time slots. The other way to read external calendars is by implementing an Apex class that gets information from the external calendar as a synchronous call. Matt works with a developer to implement this.
How do I sync my Outlook calendar with Salesforce calendar?
Syncing a Meeting to Salesforce Is Quick and Easy! How To Get Started:While creating a new calendar meeting in Outlook, click the “Sync to Salesforce” icon in your Outlook ribbon.Select the correct contact or lead in your Salesforce environment to associate the meeting with.More items…
How do I get my Outlook calendar into Salesforce?
To do that: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.
Can you sync Outlook with 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.
What can the system administrator synchronize between Salesforce and Outlook using Lightning for Outlook?
Plus, Lightning Sync syncs items whether you’re working from your desk or from the Salesforce mobile app. Salesforce admins define your experience by selecting sync settings from Salesforce. For example, admins can choose whether both contacts and events sync, or whether only contacts or only events sync.
How do I view Outlook calendar in Salesforce lightning?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync.Click Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to see more setup steps.From the Set Sync Settings and Check Status section, click New Config.Click New Lightning Sync Configuration.More items…
How do I turn on lightning sync?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync or Google Integration and Sync. If Lightning Sync is available, under the Lightning Sync section you see an option to turn on the product.
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
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.
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
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.
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.
How do I add a Salesforce plugin to 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.
Calendar Integration
It’s a sunny day in Pennsylvania, and Ryan Dobson, a financial advisor at Cumulus Cloud Bank, is having some quality time with his daughter. They are barbecuing lunch in their backyard. “It’s all about getting the timing right for that perfect steak,” he tells her. Customers routinely consult Ryan for investment opportunities at the bank.
Read External Calendars via Salesforce Calendar and Apex
To connect a Salesforce calendar with an external one such as Microsoft Outlook, Matt uses the Salesforce app Lightning Sync or Einstein Activity Capture. Here’s some important information that Matt shares when he connects users’ calendars.
Write to External Calendars via the Salesforce Calendar and Apex
Matt uses the Event Management setting to write Salesforce Scheduler appointments to the Salesforce calendar.
