How to Integrate Salesforce with Outlook?
You can follow the following steps to integrate Salesforce with Outlook:
- Firstly, log in to your salesforce org.
- Click on Setup.
- In the Quick Find Box, Search for Outlook Integration and Sync.
- Click on Outlook Integration and Sync.
5. Enable Use Enhanced Email With Outlook.
Don't forget to check out: What are the Must Have Salesforce Integrations For Businesses in 2023?
6. Now, Go to Microsoft Outlook Salesforce App or search in google Microsoft Outlook Salesforce App and go with the top link.
7. In the link, Click on the Get it Now button.
8. You’ll be asked to sign-in or log-in to your outlook account.
9. After that you’ll be asked to sign-in or log-in to your salesforce account.
10. After that you’ll be redirected to outlook web or app.
11. A pop will appear, Click Add.
12. After that you are in your outlook account.
13. Then open any email.
14. In the top right of the mail, Click More Options ((…), three horizontal dots).
15. There you’ll find the Salesforce option, click on it.
16. You’ll be asked to choose your org type (production or sandbox) .
17. Select your org type.
18. Then, you’ll be redirected to the login page of salesforce.
19. Login to your org.
20. An alert will be shown up to confirm.
21. Click on Confirm.
Responses