How To Integrate Salesforce With Outlook

How To Integrate Salesforce With Outlook
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Benefits Of Salesforce And Outlook
Integration
❖ 1. Reduce the time spend on redundant data entry
into two applications.
❖ 2. Obtain important Outlook email messages and
relevant Salesforce records in one place.
❖ 3. Focus more on selling and be more production
and efficient.

How Integrating Salesforce With Outlook Helps
Sales Reps?
With Salesforce and Outlook integration,
sales reps can do more from Outlook:
❖ View & relate relevant Salesforce content in
Outlook.
❖ Seamlessly use Salesforce features in Outlook.

How Integrating Salesforce With Outlook Helps
Sales Reps?
Einstein Activity Capture Feature - Focus
just on selling!
❖ Sync contacts with events
❖ View emails and events on related Salesforce
records
❖ Get critical sales context with relevant emails

Select
Outlook
Integratio
n and Sync
Turn on
the
Outlook
integratio
n
Download
Salesforce
from the
Microsoft
Office Store
in Outlook
Set the
Salesforce
app to
turned on
Connect
your
Outlook
account
to
Salesforce
Select
Outlook
Integration
and turn on
Lightning
Sync
Salesforce Integration With Outlook Process

Our Solutions
❖ Let us now discuss the steps involved in
integrating Salesforce with Outlook and
setting up Outlook.

Step 1: Click Setup and type “Outlook” in the quick
find box. Then select “Outlook Integration and Sync”.

Step 2: Enable the toggle button in Outlook Integration.

Step 3: Enable the toggle button in “Use Enhanced Email with Outlook”.

Step 4: Click the “Activate and Notify Reps” link.

Step 5: Click the “Edit” button in Email to Salesforce.

Step 6: Click the Active checkbox and then click the save button.

Step 7: Click the “Skip this Step” button and here
“Setup in Salesforce org” is completed here.

Steps involved in setting up
Salesforce and Outlook integration

Step 1: Open Outlook and then click the “Get Add-ins” button
in the top right.

Step 2: In the Search box type “Salesforce” then the Salesforce app
would appear in search results and then click the “Add” button.

Step 3: Salesforce Icon will appear after add-in installation.
Click it and then a Salesforce window would open. In this, select
production and then click the “Login to Salesforce” button.

Step 4: Enter your Salesforce login credentials in the window
opened and then click the “Login” button.

Step 5: Click on the confirm button.

Salesforce integration with Outlook will help sales
reps work smarter by easily targeting meaningful
email communications, generate meaningful
leads, and hence increase return on investment.
Wrap Up

Thank You
Looking for a reliable way to integrate 3rd party products/apps with
Salesforce? You are at the right place. Reach us out at
www.cloudanalogy.com.

How To Integrate Salesforce With Outlook

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How To Integrate Salesforce With Outlook