How do I get Salesforce plugin for Outlook?

Take the following steps to enable the Salesforce for Outlook Add-In in Microsoft Outlook 2010/2013/2016:

1. Click File | Options | Add-Ins.
2. Click the Manage drop-down menu and select Disabled Items and click on Go…
3. If the Salesforce add in is listed, select it and click Enable.

Why does Salesforce integrate with Outlook?

If both Microsoft Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing your data between the two systems, create tasks, associate emails from your Outlook to records in your Salesforce organization and more.

What is the difference between Salesforce for Outlook and lightning for Outlook?

Rather than a standalone application, however, Lightning for Outlook is a cloud-based application that will run both within the client and on the web (OWA). It can also relate Events to records within Salesforce, however if you’re looking for a more automated sync of Events, you’ll need to look into Lightning Sync.

How do I add Salesforce to Outlook?

Salesforce for Outlook Add-In. In your Outlook client locate the Get Add-ins icon on the top right of your home bar and search for “Salesforce” and enable the Add-in. Once you have that enabled close out of this window. Then select the Salesforce Cloud Icon that should appear in the top right.

Does Salesforce integrate with Outlook?

Salesforce for Outlook. The integration of Salesforce and Outlook is not only about emails, even Salesforce CRM can be easily synchronized with Microsoft Outlook and below-listed operations are performed automatically in this synchronization: All contacts, tasks, and events are automatically synchronized between Outlook and Salesforce.

What is Microsoft Salesforce?

Salesforce is the primary enterprise offering within the Salesforce platform . It provides companies with an interface for case management and task management, and a system for automatically routing and escalating important events. Nov 16 2019