How do I integrate Salesforce with Outlook?

How do I integrate Salesforce with Outlook?

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.

How do I record emails from Outlook to Salesforce?

Recording an Email to Salesforce from Outlook

1. Select an email and click the Record to Salesforce button in the top left corner of the Outlook Ribbon.
2. Choose the items to record the email to within the Selection tab in the Record window.

What is the difference between Salesforce for Outlook and Outlook integration?

Salesforce Outlook Integration The Outlook integration lets users work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. This integration is meant to replace the Salesforce for Outlook side panel and even offers more features that Salesforce for Outlook does not.

Do you need Salesforce Inbox for Outlook integration?

Required Editions The Outlook integration (with or without Inbox) is available as a Salesforce Outlook add-on from the Office Store. The Gmail integration (with or without Inbox) is available as a Salesforce Chrome Extension from the Chrome Web Store.

How do I sync my Outlook contacts with Salesforce?

How do I enable contacts for sync in Salesforce for Outlook?

1. From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook.
2. Click View My Configuration.
3. Under the Sync Settings section, verify you have Contacts selected.

Does Salesforce have email integration?

The Salesforce integration with Outlook® and Gmail™ helps your reps manage their sales more efficiently. Your reps can view, edit, and add Salesforce records directly from their email, and relate emails and events to Salesforce records.

How do I connect my email to Salesforce?

How to Setup My Email to Salesforce

1. Open Salesforce and at the top of the page click on your name and select “My Settings”.
2. On the left side of the screen, click on “Email”.
3. Then select “My Email to Salesforce”.
4. Your personalized Salesforce email address is the long email address that starts with “emailtosalesforce@”.

How do I move emails to Salesforce?

From your personal settings, enter My Email to Salesforce in the Quick Find box, then select My Email to Salesforce. In Outlook, either: Select an email from your Inbox. Create a new email.

What is replacing Salesforce for Outlook?

Salesforce offers the following products to replace Salesforce for Outlook functionality: Outlook Integration (replaces the Salesforce side panel experience, where reps can see Salesforce records and use some Salesforce features directly from Outlook) Einstein Activity Capture (replaces contact and event sync)

Is Salesforce Outlook integration going away?

Salesforce for Outlook is retiring in a phased approach. To help your sales reps continue syncing and working between Salesforce and Microsoft Outlook, learn about moving to the Outlook integration and Einstein Activity Capture. Between the Summer ’21 release and June 2023, the product is retiring in a phased approach.

Is Salesforce for Outlook the same as Salesforce Inbox?

Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox. Inbox work in Core Salesforce platform which is Sales Cloud, Service Cloud, and Lightning Platform.

Is Salesforce for Outlook still supported?

Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.

How can I integrate outlook in Salesforce?

How to Integrate Salesforce with Outlook Open Outlook. Click on Get Add-Ins. Choose Salesforce Add-Ins for both Account Management and Inbox. Login to Salesforce confirm salesforce and outlook integration. See More….

How do I sync Salesforce with Outlook?

Enabling Salesforce 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.

How do I integrate with Salesforce?

To integrate Salesforce with Outlook, you need the Salesforce for Outlook application that will sync contacts, events, and tasks between Outlook and Salesforce. This application is available to all the editions of Salesforce.

Does Salesforce integrate with Outlook?

Salesforce for Outlook. The integration of Salesforce and Outlook is not only about emails, even Salesforce CRM can be easily synchronized with Microsoft Outlook and below-listed operations are performed automatically in this synchronization: All contacts, tasks, and events are automatically synchronized between Outlook and Salesforce.