How to Integrate Salesforce With Outlook

Quick summary

The Salesforce Outlook integration lets you sync emails and calendar data between Microsoft Outlook and Salesforce directly from Setup. Admins can enable the integration, assign permission sets, and install the add-in via Microsoft AppSource in just a few steps.

Steps

1. Go to Setup on the top right of your Salesforce instance.
2. Use the Quick Find bar and search for Outlook Integration and Sync.
3. Toggle the Outlook Integration setting ON to enable it.
4. Click to reveal the rest of the integration settings.
5. Click Assign Permission Sets to define which users can access the inbox.
6. Click on Microsoft AppSource to navigate to the add-in listing.
7. You will be redirected to the Microsoft App Source Store.
8. Click Get it now to install the Salesforce integration add-in.
9. Sign in to your Microsoft account to establish the connection.