ABSYZ ABSYZ

  • Home

    Home

  • About us

    Who We Are

  • Our Expertise

    What we Do

  • Our Approach

    How We Do It

  • Products

    What We Made

  • Industries

    Who We Do It For

  • Clients

    Whom We Did It For.

  • Article & Blogs

    What Experts Think

  • Careers

    Join The Team

  • Get In Touch

    Let’s Get Started

ABSYZ

Integrating Salesforce and Microsoft Outlook by using Lightning for Outlook

Home / Article & Blogs / Salesforce / Email Service / Integrating Salesforce and Microsoft Outlook by using Lightning for Outlook

Integrating Salesforce and Microsoft Outlook by using Lightning for Outlook

By Team ABSYZ inEmail Service, Email Services, Integration, Lightning, Microsoft Office, Salesforce, Uncategorized

Effective Time Management is important to achieve success during the Sales process. But there seems to be the problem faced by Sales rep daily while sending and replying Email. Customer Relationship Management (CRM) and email application, meantime as they are separate, sales rep have needed to move between them.

This blog will help you to integrate Outlook and Salesforce with the help of Lightning for Outlook. When you integrate Outlook and Salesforce, this will invest less energy entering information and flipping between the two frameworks. This enables the Sales team to increase their Sales. This likewise tracks imperative email discussions pertinent to Salesforce records. This will help to:

  • Dispense with an opportunity to spend on copy information section into two frameworks.
  • Access imperative Outlook Email messages and significant Salesforce records in a single place.

Lightning for Outlook has been totally updated to get the Lightning User Experience. As a user looks through their inbox, the cutting edge and natural UX makes it simple to see and connect with applicable experiences and applications. Also, the new search tool makes it simple to scan for Salesforce records inside Outlook.

Lightning for Outlook System Requirements

To integrate Outlook and Salesforce following are the requirements:

Email serverEither:

  • Exchange 2016 or 2013 on-premise
  • Exchange Online with Office 365
Email applicationEither:

  • Outlook Web App
  • Microsoft Outlook® 2016 or 2013 on Windows PC, most recent stable version recommended
  • Microsoft Outlook for Mac 2016
BrowserAny of these browsers that allow cookies from Salesforce on Windows or Mac operating systems.

  • Google Chrome™, most recent stable version
  • Mozilla® Firefox®, most recent stable version
  • Apple® Safari®, most recent stable version
  • Microsoft Internet Explorer® 11 (Windows only)
  • Microsoft Edge, most recent stable version (Windows only)

Step 1: Set Up Lightning for Outlook in Salesforce

From Salesforce setup, enter Lightning for Outlook in the Quick find Box, then select Lightning for Outlook (1). Enable Lightning for Outlook (2). Select your working environment Production/Sandbox (3).

3

Step 2: Set Up Lightning for Outlook in the Microsoft Outlook

First, you need to add Lightning for Outlook extension to Microsoft Outlook from the store (1). Enter Lightning for Outlook in the search box (2) and Turn it On to enable it for Microsoft Outlook(3).

1

2. Now open your Outlook mailbox, click in an email (1). Next, click the Salesforce Cloud View Button (2). Finally, log in to your Salesforce Account by clicking on Log into Salesforce button (3).

2

3. To Login to your Salesforce Account enter your Salesforce credentials.

5

4. Enter Verification Code to verify your identity. Also, don’t miss to check the checkbox.

7

5. Click on Confirm.

4

6. Congratulations! Now your Outlook inbox is connected to your Salesforce account.

6

  • Create records:

Open your outlook inbox and click on email record and then Salesforce cloud icon. It will show the Salesforce record present related to that email in side panel.

8

To create record related to email click on 11 button. CREATE drop-down list will appear. For example, you received Opportunity from email then you click on the email and select New Opportunity from CREATE drop-down list.

10

To open the Salesforce record from browser click on12icon.

  • Relating Emails

Click on the up arrow next to a record to relate that email with Salesforce record. After clicking, an alert will appear and up arrow turn into a checkmark. To remove related email uncheck the checkbox.

9

You can relate email to multiple Contacts. But you cannot relate the same Email to different types of records like 1 with Account and the same with Opportunity.

14

Emailed Attachments also can be added to Salesforce. Make sure that checkbox has been checked before including the attachment. You will get Alert after relating it to record.

15

  • Searching from Salesforce

You can search Salesforce record by entering search field inside search area. This will show TOP RESULTS like Account, Opportunity, Contact and Lead only. If you want to see results for other objects click on a MORE drop-down button.

16

Conclusion:

Lightning for Outlook helps your sales reps to spend less time in switching between Salesforce and Microsoft Outlook & searching the Salesforce records within Outlook.

Resources:

Setup Lightning for Outlook in Microsoft Outlook

Lightning for OutlookOutlook
103
Like this post
117 Posts
Team ABSYZ

Search Posts

Archives

Categories

Recent posts

10 Amazing Benefits of Salesforce Marketing Cloud

10 Amazing Benefits of Salesforce Marketing Cloud

How to Set SMART Goals for Employee Performance?

How to Set SMART Goals for Employee Performance?

Difference Between ERP and CRM? What Is Their Importance?

Difference Between ERP and CRM? What Is Their Importance?

What You Need To Know About India Salesforce Days 2022 – Platform Accredited Professional

What You Need To Know About India Salesforce Days 2022 – Platform Accredited Professional

<strong>Top digital transformation challenges affecting the businesses in 2022</strong>

Top digital transformation challenges affecting the businesses in 2022

  • Previous PostCSV PARSING AND GENERATING CHARTS IN LIGHTNING COMPONENTS
  • Next PostGeneric Lightning Component for Follow/UnFollow Record

Related Posts

What You Need To Know About India Salesforce Days 2022 – Platform Accredited Professional
Salesforce

What You Need To Know About India Salesforce Days 2022 – Platform Accredited Professional

What Is Salesforce Commerce Cloud?
Commerce Cloud Salesforce

What Is Salesforce Commerce Cloud?

Why Do We Use Lightning in Salesforce?
Lightning Salesforce

Why Do We Use Lightning in Salesforce?

<strong>Salesforce announces NFT Cloud pilot with far-reaching impact</strong>
Salesforce

Salesforce announces NFT Cloud pilot with far-reaching impact

Leave a Reply (Cancel reply)

Your email address will not be published. Required fields are marked *

*
*

ABSYZ Logo
  • About us
  • Article & Blogs
  • Careers
  • Get In Touch
  • Our Expertise
  • Our Approach
  • Products
  • Industries
  • Clients
  • White Papers

ABSYZ Software Consulting Pvt. Ltd.
USA: 49197 Wixom Tech Dr, Wixom, MI 48393, USA
M: +1.415.364.8055

HYD – India: 6th Floor, SS Techpark, PSR Prime, DLF Cyber City, Gachibowli, Hyderabad, Telangana – 500032
M: +91 79979 66174

2nd Floor, 91Springboard, Padmavathi Complex, 80 Feet Rd, Koramangala, 8th Block, Bengaluru, Karnataka-560095.
+91 8886332345

Copyright ©2020 Absyz Inc. All Rights Reserved.

youngsoft
Copy
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “ACCEPT ALL”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. Privacy Policy
Cookie SettingsREJECT ALLACCEPT ALL
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Performance

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Advertisement

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Others

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

SAVE & ACCEPT