#Create record through salesforce for outlook plugin how to
Tell Reps How to Prevent Certain Microsoft® Outlook Calendar Events from Syncing to Salesforce.Help Sales Reps Sync Contacts and Events with Lightning Sync.Set Up a Microsoft Exchange Service Account to Sync with Salesforce.Lightning Sync does not support hybrid Exchange serverĭeployments that include both Exchange Online and on-premises Exchange servers.Requires Exchange Service Account or OAuth 2.0 connection.Decide which direction your items sync: between Salesforce and your Microsoft Exchange server, or just one way.Choose whether both contacts and events sync, or whether only contacts or only events sync.Keeps Contacts and Events in sync between your Microsoft® Exchange server and Salesforce without installing & maintaining software manually on PC.Starting in Winter ’21, Lightning Sync won’t be available to new Salesforce customers. Customize the Email Integration Pane for Outlook and Gmail.Add the Salesforce Add-In from the Microsoft Exchange Admin Center.Turn On the Outlook Integration in Salesforce.Outlook Integration System Requirements.Salesforce Email Integration Security Guide (PDF).Outlook Integration Implementation Guide (PDF).Create emails using Salesforce templates.Create records in Salesforce from Salesforce side panel in Outlook.Allows users to manually sync emails & calendar events with Salesforce.Replaces earlier products “Salesforce for Outlook” & “Lightning for Outlook”.This is followed by a step-by-step guide on how to use one of these features called “Outlook Integration” Outlook Integration Understand what are the various options and what do they do.
So this blog post is an attempt to lay the land to understand the whole spectrum of Salesforce Outlook Integration. Salesforce and Outlook Integration has gone through various stages of evolution and has various parallel options, which can sometimes be very confusing (it definitely was for me).