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Is Salesforce Outlook integration 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. Read more about that in the “Switch to our latest Microsoft integration products” section below.
Does Salesforce integrate with Microsoft 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.
How do I link Outlook to Salesforce?
Steps to Integrate Outlook and Salesforce
- Open your Salesforce Org.
- Click on Setup.
- Search Outlook in quick find box and Select Outlook Integration and Sync.
- Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
- Click on Edit button.
What can you do with Outlook and Salesforce?
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 to connect Salesforce email to Office 365?
Revenue Grid allows you to connect Salesforce with the three most popular email clients: Office 365, Outlook, and Gmail. Step 1: Go to Microsoft store, find and install Revenue Inbox for Salesforce Add-In. Step 2: Work with Revenue Grid logon. Ensure you already have a Salesforce account and an Office 365 account.
Do you need to install Salesforce for Outlook plugin?
You can use the native Salesforce for Outlook application or Salesforce Outlook plugins to install Salesforce for Outlook. If you use the former, all you need to do is download the Salesforce for Outlook installer, install and configure it, and then customize settings to sync what you want.
What are the requirements for integrating Salesforce with Outlook?
Integrating Salesforce with Outlook requires Exchange server settings and general knowledge of the server setup. Salesforce admins work with the Exchange admins when setting up the integration. See the system requirements. See the system requirements. Data is stored on Microsoft servers and Salesforce servers only.