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What can be synced between Salesforce and Outlook using lightning sync?
Lightning Sync will synchronize Contacts and Events between Salesforce and either Microsoft Exchange or Google (Gmail), and can operate in a one-way or two-way configuration. If you’re looking for Task synchronization, that will also exist within Lightning for Outlook, starting with the Winter ’18 release.
Is Salesforce for Outlook going away?
Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.
Does Salesforce work with Outlook?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
Is it possible to sync Microsoft Outlook with Salesforce?
In most cases, organizations set up Salesforce for Outlook to sync contacts, events, and tasks both ways between Outlook and Salesforce. This keeps your data synced automatically. Your organization, however, may differ with what you can sync andthe direction you sync.
What does it mean to integrate outlook with Salesforce?
OUTLOOK INTEGRATION The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
How can I download Salesforce for my outlook?
From your personal settings, enter Salesforce for Outlook Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to assign you to an Outlook in the Quick Find box, then select Salesforce for Outlook.
What kind of server do I need for Salesforce?
Salesforce for Outlook is compatible with any Microsoft Exchange server officially supported by Microsoft, including Exchange Online with Microsoft Office 365™, Exchange Online with GCC High, and on-premises Exchange servers. Server Operating system Any of the following versions of Microsoft Windows®, along with the latest hot fixes.