This lets users view Salesforce contacts, leads, accounts and opportunities in the context of an email from a customer. Salesforce for Outlook works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA). 2013 and 2016 with limited functionality on Outlook for Mac and Microsoft Exchange 2013. Available for Gmail, Exchange, and Office 365 users • Install on iOS • Install on Android To get started with Salesforce Inbox, simply install the app and connect your email account.
The Salesforce integration with Outlook lets you experience Salesforce right in Outlook. The integration is 100% cloud based with no software to push, install, or maintain.
New in Winter ‘19! Users with an Inbox license can use Inbox features in the Outlook integration, to: - Schedule appointments more efficiently. Be notified when recipients open emails and interact with content - Schedule emails to send at the best time - Save and insert common phrases with ease - View custom object records relevant to the email selected in Outlook Add-In Benefits Visibility View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching between Salesforce and Outlook; your Salesforce data appears directly in Outlook. Productivity - Search and browse Salesforce records inside Outlook. Create new Salesforce records, including Custom Object records, directly in Outlook. Add emails and appointments to Salesforce records in one click, even when composing emails.
Quickly craft emails with Salesforce Templates. Manage Salesforce Tasks right from Outlook. Sync Contacts and Calendar events by enabling Lightning Sync in addition to the Outlook integration. Notes: - Used to be named Lightning for Outlook. Works with both Salesforce Lightning Experience and Salesforce Classic UI. Requires a subscription to Salesforce. Setup Directions and System Requirements: - Works in IE11, Edge, Chrome, Firefox, and Safari.
For customers still using Outlook or Exchange 2010, Salesforce for Outlook is available at: http://sfdc.co/cckKXJ.
Effective time management is one of the essential attributes in ensuring sales success. In an effort to continuously develop advanced solutions to help boost productivity, Salesforce recently launched Lightning for Outlook to help the sales team stay on top of their daily activities and maximize opportunities for success. With the integration of Sales Cloud Lightning to email, sales reps are empowered to channel transactions from multiple sources to one email platform – Microsoft Outlook. It is designed to centralize email communications and streamline your CRM activities by matching up the data from Salesforce in with the convenience of Outlook. Salesforce Lightning for Outlook allows users to:.
See their Salesforce contacts and opportunities within Outlook. Sync Salesforce Events with Office 365 or Exchange with Salesforce Calendars.
Access custom sales app directly from email This cloud-based program is made available for Outlook versions of Mac, Windows and Web. It requires that your email host is using Exchange 2016 or 2013 on-premise or Exchange Online with Office 365. Sales Cloud users can enjoy it for free and download Lightning for Outlook from the Office Store by following these few simple steps:. Go to Salesforce Setup and key in Lightning for Outlook in the Quick Find box. Choose Lightning for Outlook menu. From the Setup settings, tick box for Enabled then click Save. Select either Production or Sandbox to install the Outlook Add-on for the Lightning for Outlook Reps within the same group can also enable Lightning for Outlook:.
Go to Outlook settings then click Manage Apps. Select Salesforce.