How do I add Salesforce Lightning to Outlook?

How do I add Salesforce Lightning to Outlook?

Click Salesforce Lightning for Outlook from the Home tab on the ribbon and then click Manage Add-ins. In the Manage Add-ins page, click the + sign and then select the Salesforce for Outlook add-in from the Office Store. Click the Add button to begin installation.

How do I set up Outlook for integration?

Set Up the Outlook Integration

1. Click.
2. Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync.
3. Turn on the Outlook integration.
4. Ensure that Use Enable Enhanced Email with Outlook is on to log emails as standard message objects and activate Email to Salesforce.

Is there a zoom add-in for Outlook?

The Zoom for Outlook add-in is designed to manage scheduling within the Outlook web and desktop apps. The add-in can be deployed and configured by Outlook admins and, once installed by users, it allows you to easily add a Zoom meeting to any new or existing calendar event.

How to enable Lightning sync in Microsoft Exchange?

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 how to choose and configure a method for connecting to Microsoft Exchange .

Where is the Lightning sync setting in Salesforce?

The setting is located in the Lightning Sync section of the Outlook Integration and Sync page in Salesforce setup. We continue to introduce improvements to Einstein Activity Capture based on the needs we hear from customers like you.

How to integrate Salesforce email with Microsoft Outlook?

1 Click , and select Setup. 2 Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync. 3 Turn on the Outlook integration. 4 Ensure that Use Enable Enhanced Email with Outlook is on to log emails as standard message objects and activate Email to Salesforce.

How to set up Outlook integration and Einstein activity capture?

The Outlook integration and Einstein Activity Capture aren’t available in the Trailhead Playground. Click , and select Setup. Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync. Turn on the Outlook integration.