Quick summary
The Salesforce Outlook Integration lets you sync emails, contacts, and calendar events between Salesforce and Microsoft Outlook without switching between apps. Setting it up requires enabling Outlook Integration and Sync in Salesforce Setup and installing the add-in from Microsoft AppSource.
Steps
- Go to Setup in the top-right corner of your Salesforce home page.
- Use the Quick Find bar and search for Outlook Integration and Sync.
- Toggle the Outlook Integration setting ON to enable the feature.
- Click to reveal the rest of the integration settings.
- Click Assign Permission Sets to define which users can access the Outlook inbox.
- Click on Microsoft AppSource to proceed to the add-in installation page.
- You will be redirected to the Microsoft App Source Store listing for the Salesforce add-in.
- Click Get it now to begin installing the Salesforce for Outlook integration.
- Sign in to your Microsoft account to complete the connection.
