How to Integrate Salesforce With Outlook
Here is a step-by-step tutorial on how to integrate Salesforce with your Outlook account:
- Navigate to the Setup menu.
- Use the Quick Find bar to search for Outlook Integration and Sync and select it.
- Toggle ON Outlook Integration.
- Click on Let users access Salesforce records from Outlook to reveal the rest of the settings.
- Click on Assign Permission Sets to set who can use the inbox.
- Navigate to Give Users the Integration in Outlook and click on Microsoft AppSource.
- You will be redirected to the Microsoft App Source Store.
- Click on Get it Now to install the integration.
- Sign in to your Microsoft account to establish the connection.