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[Updated 4/19/2019] Tired of having to jump back and forth between Salesforce and your Microsoft Outlook client to sync up emails and calendar activities? In this post, we’ll show how to install Salesforce for Outlook.
It’s a subject that pops up frequently when talking to clients about integration and best practices when using Ascendix products on Salesforce Lightning. So, we recorded the How-to video to guide you through the whole process.
Requirements
Best in class for Enterprise needs around Inbox and Calendar integration SmartCloud Connect is one-stop-shop for Inbox Salesforce integration that actually works. Highly configurable Sync Engine allows you to put logging sales data in full auto mode, while Inbox. I'm running salesforce on my Mac (really good) and now have Outlook 2011 for Mac. How can I link Outlook to salesforce? Thanks in advance Tim salesforce for Outlook on a Mac? - Answers - Salesforce Trailblazer Community.
Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later. Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises.
Before we get started let’s make sure we meet the minimum specifications for integrating Salesforce for Outlook.
Outlook Program Versions:
- Outlook 2016
- Outlook 2013
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Operating System:
- Windows 10
- Windows 8.1
- Windows 7
- MAC OS X 10.10 and up
Email Server:
- Exchange 2016/2013 on-premises
- Exchange Online with Office 365
Note: This information is gathered from the Trailblazer Community.
Enabling Salesforce for Outlook
You will need to get in touch with your Salesforce Administrator to enable Lightning for Outlook.
- Once you are logged into Salesforce locate the Setup tab in the top right and select it.
- Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it.
- Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to enable Lightning for Outlook.
- More options should now be available.
- Click on the grayed-out bar next to Enable Enhanced Email with Lightning for 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. You will be prompted to login to your Salesforce instance. Please note by enabling the add-in Outlook your Office 365 account will have the same functionality as well.
Congratulations! Now your Outlook to Lightning interface is ready to use!
Enabling Lightning Sync
Disclaimer! We are not liable for any loss of data or data duplication caused by improper configuration of Lightning Sync. As a best practice back up your data before attempting any sort of syncing.
The following steps must be completed by your System Administrator. We recommend reading the following about Lightning Sync before continuing with the steps below.
- Locate Lightning for Outlook and Sync and enable Lightning Sync by selecting the grayed-out bar.
- Choose either OAuth 2.0 to login directly as Admin or choose Service Account
- Login and follow the instructions provided
- Once your connection is tested select New Config under Set Sync Settings and Check Status
- Select New Lightning Configurations
- Add a Configuration Name, check the active checkbox, add all users you wish to have a certain configuration
- Now choose your Sync Direction and additional settings
- Save and configure your remaining settings and save again.
Frequently Asked Questions
Some of you got in touch with us with additional questions. In this section, we’ll post selected questions and our answers.
Q: What will be the mandatory requirements for client to integrate outlook to Salesforce?
A: To find the minimal requirements to integrate Salesforce for Outlook please visit this link: Outlook Integration System Requirements.
To setup any sort of syncing, access to a service account or Exchange admin credentials is necessary as part of the configuration process. This is what handles impersonation between the user’s exchange mailbox and the exchange server.
Q: Can we integrate outlook to Salesforce without the ms exchange server stuffs?
A: Without Exchange, you will not be able to use the Salesforce for outlook integration as this is a cloud integration
Q: I am curious about the version of Outlook. What’s the kind of license and installation? I am having a problem to keep Salesforce Inbox tab ‘pinned’ in Outlook 2016. Thanks!
A: Salesforce inbox is a separate addition to Salesforce for Outlook. However, if you are using outlook 2013 or a not fully updated version of outlook 2016 you would have an issue with pinning.
Q: Can you please explain why you would need to enable the “Email to Salesforce” option? We have not enabled this option and are having problems connecting to Salesforce from Outlook 2016.
A: Email to Salesforce allows users to log emails from the Salesforce Side Panel as an actual email rather than as a task in previous versions of the integration.
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Salesforce Integration for Microsoft OutlookPublished: 19 Feb 2013 by inIf you are looking for a way to get your emails in Microsoft Outlook integrated into Salesforce.com, you have come to the right place. Match My Email (MME) integrates with every version of Outlook — 2003, 2007, 2010, 2011 for Mac as well as Entourage. MME works with all Salesforce Editions — Group, Professional, Enterprise and Unlimited.Match My Email offers the best email integration between Outlook and Salesforce.
No more jumping back and forth between Salesforce and Outlook looking at emails to see what is going on with a customer. All the emails in Outlook will be in Salesforce, matched to the right record. MME provides a fully automated cloud service.
It does all the work of syncing and logging emails to Salesforce for a sales rep using Outlook. The computer software does all the processing related to the sorting and uploading of emails and their attachments to the right Salesforce record(s). That is why it is called Match My Email; it matches your emails in Outlook to all the right records in Salesforce.com — fully automatically. The other tools on the market are manual.
They require constant action and attention. If you are busy or sick or traveling or on vacation, they don’t work. Match My Email, on the other hand, is 24/7/365, working away in the background, doing the work of matching emails in Outlook to Salesforce for you.
True email integration between Outlook and Salesforce is estimated to save the average user 100 hours of work each year.Match My Email is easy to use and quick to set up. Once it is installed, it starts working in background parsing your emails in Outlook looking for email addresses that match to email addresses in Salesforce.com. When MME finds a match, it uploads and logs the email into the right Salesforce record — whether it is a Lead, Contact, Account, Opportunity or Case. The is why Match My Email has the the best Salesforce Integration for Microsoft Outlook!The best way to see Match My Email in action is to schedule a 20-minute live demo. In the demo, we will show you how Match My Email will automatically connect your email in Outlook to Salesforce.com. Contact Simone at to schedule a live demo or.
Match My Email could be a forefront cloud technology that mechanically types, matches and uploads all incoming and outward emails to the proper SFDC record(s). Each twenty minutes Match My Email imports a replica of each new email within the end-user’s INBOX and SENT things and matches the emails to the proper records in Salesforce.com. Matching relies on a proprietary technology referred to as MultiMatch.Match My Email could be a forefront cloud technology that mechanically types, matches and uploads all incoming and outward emails to the proper SFDC record(s). Each twenty minutes Match My Email imports a replica of each new email within the end-user’s INBOX and SENT things and matches the emails to the proper records in Salesforce.com. Matching relies on a proprietary technology referred to as MultiMatch.2015-04-14 12:43:15. Salesforce Email Integration is one way to save precious time.
Automated email syncing and logging removes a time consuming chore from a sales professional’s daily To Do List. Even if it takes only 11 seconds to log an email to Salesforce with a manual tool like Salesforce for Outlook, over the course of a month, a sales professional can save 3 hours of time with automation – or 18 precious ten-minute sales opportunities.
The leading automated email integration app for Salesforce.com is Match My Email. Salesforce Email Integration is one way to save precious time.
Automated email syncing and logging removes a time consuming chore from a sales professional’s daily To Do List. Even if it takes only 11 seconds to log an email to Salesforce with a manual tool like Salesforce for Outlook, over the course of a month, a sales professional can save 3 hours of time with automation – or 18 precious ten-minute sales opportunities. The leading automated email integration app for Salesforce.com is Match My Email.2015-02-11 16:42:19.
![Salesforce by salesforce com outlook boost Salesforce by salesforce com outlook boost](/uploads/1/2/7/1/127187895/401711787.jpg)
Hello, I'm interested in a client for Outlook (for Mac) to integrate with Salesforce. I don't have Microsoft Exchange services, it's only email (IMAP) and Outlook calendar.
Do you offer something to sync my emails and calendar with Salesforce? Thank you.Hello, I'm interested in a client for Outlook (for Mac) to integrate with Salesforce.
I don't have Microsoft Exchange services, it's only email (IMAP) and Outlook calendar. Do you offer something to sync my emails and calendar with Salesforce? Thank you.2014-03-18 12:42:35. he told me that there was a solution on the AppExchange called Match My Email.
Match My Email is a Salesforce email integration platform that automates the adding of my emails from Outlook to Salesforce. All we had to do was enter my he told me that there was a solution on the AppExchange called Match My Email. Match My Email is a Salesforce email integration platform that automates the adding of my emails from Outlook to Salesforce. All we had to do was enter my.2013-09-16 15:41:54. Salesforce Email Integration is one way to save precious time.
Automated email syncing and logging removes a time consuming chore from a sales professional’s daily To Do List. Even if it takes only 11 seconds to log an email to Salesforce with a manual tool like Salesforce for Outlook, over the course of a month, a sales professional can save 3 hours of time with automation – or 18 precious ten-minute sales opportunities.
The leading automated email integration app for Salesforce.com is Match My Email.
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