Quick summary
The Salesforce Outlook Integration lets sales teams access CRM records directly inside Microsoft Outlook by enabling the add-in through Salesforce Setup. Once configured, users can log emails, view contact data, and sync their Inbox with Salesforce without leaving Outlook.
Steps
- Click the gear icon at the top right menu of the Salesforce dashboard.
- Select 'Open Advanced Setup' from the dropdown menu.
- In the Quick Find search box, search for and select 'Outlook Integration and Sync'.
- Turn on Outlook Integration by switching the toggle button on.
- Once enabled, click 'Let users access Salesforce records from Outlook'.
- Choose your type of Microsoft cloud.
- To integrate your Inbox with Salesforce, toggle the button to enable it, then click 'Edit Settings'.
- Enable 'Make Inbox Available to Users' to complete the Outlook integration.
