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How to add salesforce to outlook 2013 install#
How to add salesforce to outlook 2013 verification#

The final configuration you need to set is how Salesforce for Outlook will handle your Contacts, Events and Tasks.

Mark the checkbox for Add Cases but only if your company uses the Cases object in Salesforce.

Under Data Settings you want to make sure you make the following settings:

and make sure you check the “Notify me of Product Updates”.

You are now creating a new Outlook configuration and you need to give it a:

Go to Setup -> Administer -> Desktop Administration -> Outlook Configurations

When in doubt, Salesforce wins all conflicts.

Always use Salesforce as your main contact system and not Outlook.

Here is our suggestion on the CLEAN way to setup your Salesforce for Outlook We oftentimes see companies get a little too aggressive with this setting and suddenly they have dirty data that came from Outlook and over to Salesforce. In addition, from your Outlook you are able to view Salesforce records directly in Outlook!īut be cautious when configuring your Salesforce for Outlook settings. One of the biggest features of Salesforce for Outlook is the ability to add Outlook emails and events to your Salesforce contacts, opportunities and accounts. It allows you to sync your contacts, events, and tasks between Outlook and Salesforce.

How to add salesforce to outlook 2013 install#

Salesforce for Outlook is a Microsoft® Outlook® integration application that you are able to install on your desktop. I am constantly saving relevant emails sent to me from Outlook to Salesforce. For me personally, it is the feature I use the most on a daily basis.

How to add salesforce to outlook 2013 verification#

Subsequently, enter the verification code sent to you to complete the login process.Integrating your Outlook and Salesforce together are extremely beneficial. Proceed by entering your Salesforce account credentials including your username and password.After this, go to your Microsoft Outlook mailbox, click on any email that is in your inbox, followed by a click on the ‘Salesforce Cloud View’ button (which is on the top right-hand corner), and then click on the ‘Log into Salesforce’ button (on the right-hand side pane) to login to your Salesforce account.Begin by adding the ‘Lightning for Outlook’ extension to your Microsoft Outlook application, by accessing the store, entering ‘Lightning for Outlook’, in the search box within the ‘Add-Ins’ section and then turning On ‘Salesforce Lightning for Outlook’, to enable the extension.The second and final step entails setting up Lightning for Outlook within your email application, which happens to be Microsoft Outlook! The Lightning for Outlook user experience offers Sales reps unparalleled possibilities such as the simplification of the process of scanning for pertinent Salesforce records within Outlook. Additionally, this integration will also facilitate quicker access to important emails in Outlook and critical sales records on Salesforce, from a single viewpoint. Upon successfully completing this integration, Sales reps will be able to seamlessly perform their daily tasks, increasing productivity by spending less time and energy in switching between two frameworks and entering data.

This blog is intended to shed light on the Salesforce Outlook integration process using Lightning for Outlook. One of the challenges that modern sales reps face is the issue of sending and replying to emails, owing to the fact that their CRM (customer relationship management) systems and email applications are independent of each other, meaning they will have to frequently switch between them quite a few times even for the simplest tasks. Managing time efficiently is the hallmark of a productive sales process that yields results.

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Salesforce Classic to Lighting Migration.