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1. SALESFORCE ADD IN FOR OUTLOOK HOW TO
2. SALESFORCE ADD IN FOR OUTLOOK INSTALL
3. SALESFORCE ADD IN FOR OUTLOOK UPDATE
4. SALESFORCE ADD IN FOR OUTLOOK SOFTWARE

The new outlook integration will still sync your emails on any device using Outlook without the need to install software, giving you the freedom to email anywhere on any device - a feature any on-the-go Salesforce user can appreciate. This process is being replaced with a cloud-based application.

SALESFORCE ADD IN FOR OUTLOOK SOFTWARE

The older Salesforce for Outlook required other software to be installed on a user’s machine.įor the techies out there, the old Salesforce for Outlook integration was an executable application (.exe) file that required you to download software to integrate between Salesforce and Outlook. Using newer technology, Lightning for Outlook creates a direct sync between Outlook and Salesforce. However, it takes things up a notch, offering a wide range of additional functionality. This new integration delivers many of the same features as Salesforce for Outlook. The new Lightning for Outlook’s best feature is that it is free and already installed into your Salesforce instance. The New Lightning for Outlook (Similar Package for G-Suite Customers)

SALESFORCE ADD IN FOR OUTLOOK HOW TO

Next, we will look at some of the key considerations you need to analyze before choosing a 3rd party email integration service.įinally, we walk through the Salesforce for Outlook Integration and show you how to check and see if your integration is set to retire, and the steps you need to take now to plan an effective migration.

Whether you use Outlook or GSuite, Salesforce has some great out-of-the-box offerings that will help you integrate your systems. Today, we will address those challenges to help you pinpoint the right email integration for your business. The not-so-good news? There are several possible replacement solutions for Salesforce for Outlook. The good news? There are several possible replacement solutions for Salesforce for Outlook. Salesforce for Outlook’s pending retirement should be a mild cause for concern for current users who rely on its functionality to streamline sales efforts and automate email data capture. However, come the Winter ’20 update, expected this December, Salesforce will officially retire this integration. Please add us to your whitelist to enable the website to function properly.The Salesforce for Outlook integration has helped countless Salesforce users sync their email, contacts, tasks, and calendars between the two systems. Some links in the article may not be viewable as you are using an AdBlocker. Get Lightning for Outlook now from the Office Store. Soon you will also be able to add custom sales apps directly into Outlook, creating permanent shortcuts for tasks like updating a price quote using SteelBrick.

Using Lightning Sync, you can automatically sync contacts and calendar events from your email to your CRM, so you don’t have spend your time manually adding them.

SALESFORCE ADD IN FOR OUTLOOK UPDATE

The new Lightning for Outlook add-in is designed to help reduce this pain by giving you the ability to search, view and update all Salesforce CRM entries associated with your email contacts right from Outlook, increasing productivity and helping you save time, so you can focus on the selling. It is also coming soon to Outlook Mobile. Salesforce today announced the general availability of Lightning for Outlook add-in to all Salesforce customers with the necessary licenses. This add-in is supported in Outlook 2013 for Windows, Outlook 2016 for Windows, Outlook 2016 for Mac or Outlook on the web with either Office 365, Exchange 2013 or Exchange 2016 mailboxes.