Can Salesforce integrate with Outlook?
Can Salesforce integrate 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 emails and events to Salesforce records.
How do I set up Salesforce in Outlook?
Data settings control the sync behavior and email functionality of Salesforce for Outlook….
- From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
- Click New Outlook Configuration.
- Enter a name and description of the configuration.
- Select Active to activate the configuration.
How does Salesforce work with Outlook?
Outlook Integration with Salesforce for Outlook Salesforce for Outlook, an application that you install, automatically syncs contacts, events, and tasks between Outlook and Salesforce. And most importantly, you can see Salesforce contacts and leads related to your Outlook emails.
How do I update Salesforce 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 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 to integrate Salesforce email with Microsoft 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.
What do you need to know about Salesforce and outlook?
Salesforce recognized that enabling Internet Access to an Email Service like EWS is sensitive.
What kind of server do I need for Salesforce?
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. Server Operating system Any of the following versions of Microsoft Windows®, along with the latest hot fixes.
How can I download Salesforce for my outlook?
From your personal settings, enter Salesforce for Outlook Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to assign you to an Outlook in the Quick Find box, then select Salesforce for Outlook.