How do I install Salesforce Lightning for 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.

Can you integrate Outlook with Salesforce?

Outlook Integration with Salesforce for Outlook Salesforce for Outlook, an application that you install, automatically syncs contacts, events, and tasks between Outlook and Salesforce. And most importantly, you can see Salesforce contacts and leads related to your Outlook emails.

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 download Salesforce for Outlook?

Log in to Salesforce….

1. Click Download (Version …), then click Save File.
2. After your download is finished, right click on the downloaded file, then select Properties. On the ‘General’ tab, click Unblock (if it exists).
3. Make sure Microsoft Outlook is closed. Open the downloaded file and follow the on-screen instructions.

What is replacing Salesforce for Outlook?

Salesforce offers the following products to replace Salesforce for Outlook functionality: Outlook Integration (replaces the Salesforce side panel experience, where reps can see Salesforce records and use some Salesforce features directly from Outlook) Einstein Activity Capture (replaces contact and event sync)

Why is Salesforce for Outlook not working?

Make sure the Salesforce for Outlook SFO icon is present in the system tray. If nothing happens, try to restart your computer and see if the icon shows up. If you are still having an issue with the icon loading in the System Tray, you may need to uninstall and re-install the application.

Does Salesforce for Outlook work with Office 365?

Microsoft Outlook Organize. Salesforce for Outlook works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA).

Is Salesforce for Outlook 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.

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