Salesforce

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: http://sfdc.co/bdQTbi

- 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