The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.

2023年7月17日 · Outlook integration If your reps use Outlook, the resources here provide details about integrating Salesforce tools with that email platform. Outlook Integration The Outlook Integration module on Trailhead teaches your reps how to track customer interactions and work their Salesforce deals directly in Microsoft Outlook. Set Up Outlook Integration

Use the Outlook integration from Outlook for Mac with macOS Big Sur. Set up the Exchange server without a public Exchange Web Services endpoint. Install t...

2024年7月11日 · You can use Outlook Integration to add Events for which you are an Attendee (Windows & Mac operating system Outlook clients) or an Organizer (Windows only). To add Outlook events with Outlook Integration. Open an event in OWA (Outlook Web Access) or Outlook 2013, Outlook 2016, or Outlook 2019 (retail only).

6 天之前 · Step 2: Install Salesforce for Outlook Add-in. To begin, you need to install the Salesforce Outlook integration add-in. For Microsoft Outlook Desktop: Open Microsoft Outlook and navigate to the Home tab. Click on Get Add-ins. In the Microsoft AppSource search bar, type Salesforce. Select Salesforce for Outlook and click Add.

Review samples of custom Aura components that you can implement in the email application pane for Outlook integration and Gmail Integration.

2012年10月5日 · Outlook currently provides integration with Office Communicator and Windows Live Messenger, which allows users to see current availability of others and start conversations straight from Outlook.

2024年4月15日 · Chatter Integration: Chatter, Salesforce’s enterprise social networking platform, is integrated with Outlook, allowing users to collaborate and communicate with colleagues in real-time. Users can view Chatter feeds, post updates, and …

The Tray platform’s robust Salesforce Chatter and Microsoft Outlook connector connects services without the need for separate integration tools. Visit Tray.ai to learn more.

Improve customer interactions and sales deals in Outlook. Learn benefits, setup, and turbo charge Salesforce sales reps.