The Salesforce App for Outlook is a brand new way to experience Salesforce from Outlook and Office 365. It is 100% cloud based with nothing to install. Make sales teams more productive by viewing Salesforce contacts, accounts, opportunities, leads, cases and users in context of email, seamlessly inside of Outlook. Figure out next steps of your key deal and stay on top of open support issues, all inside of your inbox.

We built the app with the goal of making you more successful by enabling you to view Salesforce contacts, leads, accounts, opportunities, cases and users in context of email — seamlessly inside of Outlook. Now you can leverage Salesforce right within Outlook to determine the best next steps in a deal and stay on top of open support issues.

The Salesforce App for Outlook is currently in beta and requires a subscription to Salesforce Enterprise Edition (or higher). The app works with Mac and Windows and Outlook 2013 and Outlook Web App today. We are working closely with Microsoft to make the app work with new Outlook products in future releases. For users of legacy, on-premise versions of Outlook, the Salesforce for Outlook plug-in remains supported and the team is adding new features in every release.

Salesforce Inbox brings email, calendar, and the world’s #1 CRM together in one app. Powered by Einstein, Inbox uses artificial intelligence to help sales reps sell smarter. The app provides focused context for today’s events and recommends follow-up actions so important opportunities never slip through the cracks. 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. Additional notes: - Used to be named Lightning for Outlook. Works with both Salesforce Lightning Experience and Salesforce Classic UI. Requires a subscription to Salesforce. Step 4: Login to Salesforce confirm salesforce and outlook integration. Once you confirm the integration, you’d have enabled salesforce for outlook, with a salesforce side panel appearing on Outlook. All your Salesforce contacts information and mail conversations would be easily readable on Outlook itself. Sales force allows to keeping a proper footprint of our customers. So analyzing those top to bottom data which tells about the whereabouts of the customers boosts your business to grow to a limitless height. Salesforce Inbox brings email, calendar, and the world’s #1 CRM together in one app. Powered by Einstein, Inbox uses artificial intelligence to help sales reps sell smarter. The app provides focused context for today’s events and recommends follow-up actions so important opportunities never slip through the cracks. Mailspring is a simple open-source email app for Windows, Mac, and Linux. It supports IMAP (Internet Message Access Protocol) and Office 365. This app allows you to undo send items. Features: You can get email read receipts. It is localized into nine languages. This app provides support for touch and gesture. You can quickly add a signature to.

It looks like Microsoft is now going to be a long-term collaborator of Salesforce. Since the tie-up, Microsoft has tried to promote its own products as salesforce plugins and add-in in an attempt to make a name in CRM services. CRM or customer relationship management has evolved into industry within itself, combining efficient solutions of e-commerce, marketing, and IT altogether. This entire series of Salesforce’s integration with Microsoft products is Microsoft’s aim to make its tools more compatible with providing business and CRM solutions to Salesforce clients. And now, a new method to integrate outlook with salesforce has been brought out.

Earlier, a Salesforce plugin on Outlook was available on the platform but now things seem to be a bit more complicated. The two platforms would now be integrated into a cross-sync scenario, where you’d be able to sync contacts, conversations, and attachments, thus optimizing consumer management and increases sales.

So, here’s how you can complete the new salesforce and outlook integration:

How Do I Achieve Salesforce and Outlook Integration?

PHASE 1: Enable Outlook Integration on Salesforce Environment

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Step 1: Log into your Salesforce Environment, which is your Salesforce account dashboard.

Step 2: Click on the Settings button, represented by a gear icon on the top-right corner of the screen.

Step 3: In the Settings menu, go to your created Setup. Here in the top-left corner, you’ll find a Quick Find Bar. Search for Outlook.

Step 4: Click on the search result that says – Outlook Integration and Sync.

Step 5: Turn activation for Outlook Integration, beside the heading – Let Users Access Salesforce Records from Outlook.

Step 6: Once you do that, a new menu would drop-down. There, also activate Use Enhanced Email with Outlook.

Step 7: You’ll also see an option that says, Activate and Notify Reps written in font letters in the same menu. Click on it.

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Step 8: Click on Edit. Check Active checkbox. Then select Save.

PHASE 2: Get Salesforce Plugin on Outlook to complete Salesforce and Outlook Integration

Step 1: Open Outlook.

Step 2: Click on Get Add-Ins.

Step 3: Choose Salesforce Add-Ins for both Account Management and Inbox.

Step 4: Login to Salesforce confirm salesforce and outlook integration.

Once you confirm the integration, you’d have enabled salesforce for outlook, with a salesforce side panel appearing on Outlook. All your Salesforce contacts information and mail conversations would be easily readable on Outlook itself.

How this Salesforce and Outlook Integration is Helpful?

Integrating Outlook and Salesforce can:

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• Cross-sync data entries and conversations in both applications, allowing you to serve your clients better.
• Help sales teams tackle consumer requirements in real-time without delay.
• Optimize management of conversations with clients in a single space.
• Avoid possibilities of errors in data entries as all entries would be managed over a single platform.
• Set reminders, events, and tasks associated with client requirements and regularly update you in that regard.

So, by integrating Outlook with Salesforce, you can achieve a favorable environment for tackling CRM activities. With the cross-sync functionalities, you’d be able to manage and tender clients under regressive deadlines and without any errors.

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Salesforce For Outlook Add In