Does Salesforce work with Office 365?
Salesforce Office 365 integration permits you to pass your data to and from the internal and external systems. It allows you to add Salesforce tasks to the Microsoft To-Do list. You can send an email directly from Office 365 whenever new Salesforce Opportunities are created.
How do I link my Office 365 account to Salesforce?
Have your Office 365 global administrator log in to your Office 365 account. When the Microsoft Azure™ login page opens, accept Lightning Sync access to your account by following the prompts until you’re directed back to Salesforce. From Salesforce, under Provide your Office 365 ID, click Connect.
What is Salesforce 365?
Office 365 is a cloud-based version of Microsoft’s suite of office products and services. It is specially tailored to facilitate office documentation, communication, and management tasks. Salesforce is the world’s #1 CRM platform that helps you to streamline and automate your business processes.
Does Salesforce work with Outlook?
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 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.
Is Salesforce Outlook integration free?
The Outlook email Salesforce integration is free. This option helps track customer actions and operating on Salesforce deals exactly in Outlook.
How do I link Salesforce and Outlook?
Steps to Integrate Outlook and Salesforce
- Open your Salesforce Org.
- Click on Setup.
- Search Outlook in quick find box and Select Outlook Integration and Sync.
- Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
- Click on Edit button.
Does Salesforce integrate with Microsoft?
Salesforce Meetings are available to users in Sales Cloud Unlimited edition orgs only. The Salesforce integration for Teams is available to Microsoft customers licensed with Teams, and Salesforce customers^ with Sales and Service licenses in Enterprise, or higher editions, orgs.
What is the difference between Salesforce for Outlook and lightning for Outlook?
Lightning for Outlook can link emails to Contacts, Leads, Accounts, Opportunities, and Cases. 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.
