How to Configure Salesforce in Outlook



Salesforce for Outlook  is an app we are going to install in our Outlook email client to help to keep the data in sync between our org and Outlook. Its primary function is to allow us to see related CRM data when we are looking at an email in our CRM.

For example, when we select an email in Outlook, we can see related that records, such as contacts, leads, opportunities and tasks in the sidebar on screen. we can also add Outlook emails, attachments and tasks to our org contacts directly. All of this takes place within our Outlook solution so we don’t have to switch between apps.

The main benefits of the app:

  • Reduces work duplication
  • Allows you to stay in control of your business
  • Minimizes errors
  • Saves time

Step 1 : In Setup, Search for Outlook Integration and Sync and open it.

Salesforce

Step 2 : Once Opened Outlook Integration and Sync, Just Enable the Outlook Integration Option. Click the Activate and Notify Reps.

Salesforce

Step 3 : Now open Email to Salesforce page. we have to Click the Edit Button. Enable the Active Checkbox and Save it.

Salesforce

Now we can see the Send Notification Email to Users Popup and Click the Skip this Step.

Salesforce

Now Successfully we enable this.

Salesforce

Step 4 : Now open Outlook and Click Get Add-in option.

Now Will get the Add-in page and type in the Search bar as Salesforce

Now Click add Button

Once Added then Close that page. After see the View Salesforce in top right in the Outlook. Now select the Environment and login to your org.

Step 5 : Fill up the Login Credentials.

Now It will ask the Conformation to connect the Outlook into Salesforce Account and Click Confirm.

After Confirm It will Show into the Outlook in the Right bottom.

Now we can see the Salesforce into the Outlook. Finally We have Successfully install it.

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