ThreeWill was fortunate to work with Salesforce to bring integrations like the. It’s exciting to see even more collaborations between Salesforce and Microsoft. The latest product from working together is the. Watch this overview video to get started: Here are 5 things you need to know about the app: 1. It Works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA). Yes, Outlook for Mac is no longer a second class citizen. Hopefully Microsoft will bring Apps to the new for iOS app.
Sync Salesforce CRM to your phone, tablet, Google and Office 365? Contacts, accounts, opportunities, calendar, tasks, and notes. Salesforce data is stored on devices for offline use and integration with Caller ID, mobile email, and maps. This is a Microsoft problem, not a Salesforce problem. There is no plugin framework/extension support for outlook 2011 on Mac. However, Office 2015 for Mac is rumored to be on the horizon, hopefully later this year. SF isn't the only app wishing to hell MS didn't box outlook for Mac in like this.
Regardless, having an App that will work across your laptop, tablet, and phone is 2. Easy Install Toggle one setting in Salesforce (done by your Salesforce Admin) and users step through the OAuth process and a couple of clicks and you are done. No server or client installation software required. This is an exciting new world of integration possibilities. You Will Need Enterprise Edition or Higher to Use API access is required. Professional Edition users can purchase API access.
Click the + Get more apps Button In the preview pane in Outlook, click the “+ Get more apps” button to start the install. This is located in the upper right corner of the screenshot below. The Salesforce for Outlook Plug-In Remains Supported It looks like there are no issues with using the app and the plug-in together.
I heavily use the Contact syncing in the plugin so I’m glad that it’s staying around. In fact, on the Salesforce mentions that they are going to add new features in every release. Cover photo courtesy of Salesforce Are you looking to build an App for Outlook? And let’s talk.
Updated 11/8/2018 Tired of having to jump back and forth between Salesforce and your Microsoft Outlook client to sync up emails and calendar activities? In this post, we’ll show how to install Salesforce for Outlook.
![Outlook Outlook](/uploads/1/2/5/4/125405404/116601363.png)
It’s a subject that pops up frequently when talking to clients about integration and best practices when using Ascendix products on Salesforce Lightning. So, we recorded the How-to video to guide you through the whole process. Table of Contents. Requirements Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later.
Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises. Before we get started let’s make sure we meet the minimum specifications for integrating Salesforce for Outlook. Outlook Program Versions:. Outlook 2016. Outlook 2013 Operating System:. Windows 10. Windows 8.1.
Windows 7. MAC OS X 10.10 and up Email Server:. Exchange 2016/2013 on-premises. Exchange Online with Office 365 Note: This information is gathered from the 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. Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to enable Lightning for Outlook.
More options should now be available. Click on the grayed-out bar next to Enable Enhanced Email with Lightning for Outlook. Salesforce for Outlook Add-In In your Outlook client locate the Get Add-ins icon on the top right of your home bar and search for “Salesforce” and enable the Add-in. Once you have that enabled close out of this window. Then select the Salesforce Cloud Icon that should appear in the top right. You will be prompted to login to your Salesforce instance. Please note by enabling the add-in Outlook your Office 365 account will have the same functionality as well.
Now your Outlook to Lightning interface is ready to use! Enabling Lightning Sync Disclaimer! We are not liable for any loss of data or data duplication caused by improper configuration of Lightning Sync. As a best practice back up your data before attempting any sort of syncing. The following steps must be completed by your System Administrator.
We recommend reading the following about before continuing with the steps below. Locate Lightning for Outlook and Sync and enable Lightning Sync by selecting the grayed-out bar. Choose either OAuth 2.0 to login directly as Admin or choose Service Account.
Login and follow the instructions provided. Once your connection is tested select New Config under Set Sync Settings and Check Status. Select New Lightning Configurations. Add a Configuration Name, check the active checkbox, add all users you wish to have a certain configuration. Now choose your Sync Direction and additional settings. Save and configure your remaining settings and save again. Have you heard about our Productivity app for Salesforce Ascendix Search?
![Lightning Lightning](/uploads/1/2/5/4/125405404/719903691.png)
If you are reading this post, you are looking for ways to improve your or your team productivity. Check out our. For only $15/month, perform complex, multi-criteria searches across objects with a few clicks and without your Admin team. Send mass emails, mass edit your records, export to Excel, add multiple tasks, notes, search using maps and charts and much more.