For Your You Need Email server Either:. Exchange 2016 or 2013 on-premises. Exchange Online with Office 365® Integrating Salesforce with Outlook requires knowledge of your Exchange server setup. Salesforce admins work with the Exchange admins when setting up the integration. Email clients Either:. Desktop version of Outlook 2016 or 2013 on Windows® PC, most recent stable version recommended. Outlook on the web.
Salesforce for Outlook. • 2016 (32 and 64 bit) •. For customers using Apple ® Mac OS, consider setting up Outlook integration and Lightning Sync.
Outlook for Mac 2016, Mac OS X 10.10 or later with AppleWebKit 600 or later Ensure that all recent patches for the email client have been applied and that Use Cache Mode in the Outlook Account Settings is turned on. Browser Any of these browsers that allow cookies from Salesforce:. Google Chrome™, most recent stable version.
Mozilla® Firefox®, most recent stable version. Apple® Safari® 10 or later, most recent stable version recommended. Microsoft® Internet Explorer® 11 (Windows only). Microsoft Edge, most recent stable version (Windows only) If you’re using the Outlook integration in a desktop version of Outlook, Microsoft Internet Explorer 11 is required on the desktop computer. You’re not required to use Internet Explorer as your default browser. Your Company Needs Either With These Settings Enabled To Connect Using These Available Methods.
Office 365 Enterprise Editions with Exchange Online. Exchange Server 2016. Exchange Server 2013 Service Pack 1. Exchange Web Services (EWS) on an SSL connection.
![Salesforce For Mac Outlook 2016 Salesforce For Mac Outlook 2016](http://www.linkpoint360.com/wp-content/uploads/LN_SF_Featured.png)
Exchange Autodiscover Service. Basic authentication on your Exchange server and your Autodiscover service. Encryption protocol TLS 1.1 or later An Exchange service account Office 365® Enterprise Editions with Exchange Online Nothing else OAuth 2.0 for Exchange Check, check, and check! Maria has the green light to start the setup process. Here’s how she does it. These steps include high-level details for you to set up Lightning Sync. And where it’s necessary, we include links to nitty-gritty details in Salesforce Help.
Enable Lightning Sync. From Setup, enter Sync in the Quick Find box, and then select Outlook Integration and Sync.
Select how you connect to your email server. Get more information on.
To confirm whether it can communicate with your Exchange server, run the Lightning Sync connection test. The test checks several points of connectivity between Salesforce and your Exchange server.
When the test is complete, it provides a summary describing your connection status. Define sync settings for your sales reps. This definition includes decisions such as:. Who can sync and what kinds of items they can sync. Whether you want to limit items. What happens when a rep deletes an item from either Outlook or Salesforce Get guidance on these. Prepare your reps for managing the contacts that sync.
Depending on how you configure the syncing options, your reps can sync contacts from Exchange to Salesforce or sync both ways. Tell your reps how they can prevent certain events from syncing. Your reps, for example, most likely want to keep personal events from syncing to Salesforce. After Maria finishes the basics for setting up the integration with Outlook and Lightning Sync, she customizes features to give her reps the best selling experience. From Setup, enter Outlook in the Quick Find box, and then select Outlook Integration and Sync. Consider enabling these options to optimize your reps’ experience in Outlook. Enable Enhanced Email with Outlook.
Instead of adding email messages to Salesforce as tasks, sales reps add them as email messages. It’s a better experience that way. Learn how to. Customize content with Lightning App Builder. You get loads of flexibility customizing how Salesforce content appears in Outlook. Learn how to use Lightning App Builder to make your reps even more productive.
You use Microsoft Outlook email, and you use Salesforce. Why not integrate them to help improve your sales processes? We’re investing heavily in Microsoft and Salesforce integration, so that you can focus on tasks that matter most—improving relationships with prospects and customers, and building your sales pipeline. Our product, Salesforce App for Outlook, brings relevant Salesforce data—like accounts, contacts, and opportunities—into Outlook Web App, Outlook 2016, and Outlook 2013. Salesforce App for Outlook also includes a sync component, Exchange Sync, which helps you avoid redundant data entry.
It syncs your Microsoft contacts and events to Salesforce. And we’re working on some exciting enhancements, so stay tuned! But we’re really excited about the latest features and productivity benefits we’ve included in Salesforce App for Outlook. And we want you to be a part of it! If you’re not already integrating Microsoft email and Salesforce, we hope these new features get you excited about becoming more productive and simplifying your sales processes. Support for Office for Mac 2016 We heard you loud and clear. You want to integrate Microsoft and Salesforce in the operating system of your choice.
Now you can be productive regardless of whether you’re working in a Windows or Mac environment. We’ve delivered support for using Salesforce App for Outlook with Office for Mac 2016.
Get up to speed on our for both Windows and Mac. Support for My Domain If your company manages Salesforce login and authentication using My Domain, you can now take advantage of Salesforce App for Outlook. Create Salesforce Records Directly in Microsoft Email Applications Keep focused on the selling process when you create Salesforce records like leads, opportunities, and cases—all from your email application. Your Salesforce administrator sets up and manages global actions to help you manage your sales with ease. Support for Group and Professional Editions In addition to Enterprise, Performance Unlimited, and Developer editions, we’ve made Salesforce App for Outlook available to folks using Group and Professional editions. If you don’t know which edition of Salesforce you’re using, check with your Salesforce Administrator. Support for Exchange 2013 On-Premise If your company uses Exchange 2013 on-premise, you’re free to take advantage of Salesforce App for Outlook.
Ready to improve and simplify your sales processes? Talk to your Salesforce administrator about getting access to Salesforce App for Outlook. And check out. When you’re ready,. This post was written in partnership with Sriram Iyer, Director of Product Management.