How do I enable Salesforce Lightning for Outlook?
Salesforce side setup:
- Go sit with someone you like on your IT staff.
- In Salesforce go to Setup -> Lightning for Outlook -> Settings.
- Click Enable Lightning for Outlook.
- You may choose to set up Enhanced Email which has the attached emails stored as email in Salesforce instead of tasks – I am going to skip this for now.
How do I add 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 turn on enhanced email in Lightning for Outlook settings?
Step 1: Click Setup and type “Outlook” in the quick find box. Then select “Outlook Integration and Sync”. Step 2: Enable the toggle button in Outlook Integration. Step 3: Enable the toggle button in “Use Enhanced Email with Outlook”.
How do I add Salesforce to Outlook 365?
Installing the Salesforce Outlook Add-in (Windows)
- Find Salesforce in the add-in in the list and check the box in the Turn On column.
- Go back to Microsoft Outlook and click on the <- arrow in the top left-hand corner of your screen to get back to your Inbox.
How do I add lightning to my outlook?
Open Outlook and go to File. Select Options -> Add-Ins -> Add-In Options. This will launch the Manage Add-Ins window in your browser. From here click on the Add from Office Store found in the + icon.
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 .
What’s the difference between Salesforce for Outlook and Lightning for Outlook?
Recently I posted a comparison blog about the differences between Salesforce for Outlook and Lightning for Outlook, Salesforce’s two products that are designed to make your sales guys work more efficiently right out of their email client. Similarly to Salesforce, my winner in the race was Lightning for Outlook.
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.