WebSet Up Outlook Integration and Lightning Sync Enable and set up the integration with Microsoft® Outlook®. Enable and set up Lightning Sync IMPORTANT NOTE: this will not create auto email logging from Outlook. If you want that, you need to turn off Lightning Sync and instead connect Outlook through Einstein Activity Capture. WebDec 15, 2016 · Open MS Outlook and select an email. The Salesforce panel will appear with related records. Click the (envelope + icon) beside the name of the contact to which you …
5 Things You Didn’t (but Should) Know About Salesforce Sync
WebJun 28, 2016 · In Outlook 2013 or Outlook 2016 for Windows, click Store from the Home tab on the ribbon. In Outlook on the web, click the gear icon (top right) and select Manage Add-ins. (Outlook 2016 for Mac users should install via Outlook on the web.) In the search bar on the top right, type Salesforce. WebSynchronize Salesforce with Outlook. CompanionLink will synchronize your Salesforce.com account with Outlook. And we'll do it securely using an HTTPS connection. This gives you … secret senior discounts
How to set up Salesforce to Outlook integration TechRadar
WebConnect one or many instances of Salesforce to one or many email services all through one powerful Salesforce sync tool that is flexible enough to provide the controls you need so … WebOur users can no longer sync events from their Outlook calendars to Salesforce using the add-in. Spoke to support this morning. Apparently this is a global problem and the product team is reviewing. Web- Manage Salesforce Tasks right from Outlook. - Sync Contacts and Calendar events by enabling Lightning Sync or Einstein Activity Capture in addition to the Outlook integration. Users with an Inbox license can also use Inbox productivity features in the Outlook integration to: - Schedule appointments more efficiently. purchasing a second property