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- #SALESFORCE FOR OUTLOOK MAC PLUGIN HOW TO#
- #SALESFORCE FOR OUTLOOK MAC PLUGIN FOR MAC#
- #SALESFORCE FOR OUTLOOK MAC PLUGIN UPDATE#
As soon as you enable the Lightning for Outlook option, users could relate emails to Salesforce records more efficiently by enable Email to Salesforce.Under the Lightning for Outlook and Sync option, you can configure both the platforms based on the requirements.Under the Setup option, there is one quick find box at the Top Left corner, type the Lightning for Outlook and select the same option.
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#SALESFORCE FOR OUTLOOK MAC PLUGIN HOW TO#
With this test plan, you can set a path for you how to move ahead in the right direction for assured business success. Give your sales team the administrative permission to deactivate the feature if they are not comfortable with it.
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After this, disable the features for Outlook Configuration. Tell the activation time span to your sales team as well so that they should be completely involved in the process and know about the changes in advance. Related Post: How to Integrate Salesforce and Office 365? See the setting how and when you can deactivate the feature if required. Test the feature on a small number of group first and feel the difference. One is classic version and other is Lightning Experience. Test plan, before you start using Outlook and Salesforce togetherįirst of all, make it clear in your mind how Salesforce for Outlook and Lightning for Outlook are different from each other. The synchronized process is completely under your control because you are sure that you are synchronizing the right items.Deploying Lightning for Outlook has gone pretty easier and keep your sales team handy than earlier.
#SALESFORCE FOR OUTLOOK MAC PLUGIN UPDATE#
#SALESFORCE FOR OUTLOOK MAC PLUGIN FOR MAC#
This is a huge deal, guys! Your friends will be your fans for choosing the right Outlook integration products with minimum maintenance requirements.Īdditionally, one more good news for you is that “Lightning for Outlook” feature is now available for Mac users too. Further, the sales team will be able to great features only without taking care of updates installation. It means Outlook can be accessed on the web now, not just locally installed servers only. Related Post: Salesforce and ERP Integration By Dell Boomiįurther, Lightning for Outlook can go along with you wherever your sales reps are going. Also, you would be able to run the latest version all the time and makes sure all sales reps are using the same version only. With Salesforce and Outlook together, you can manage data more conveniently like never before. If you are new to the Salesforce and Outlook then please take a break and roll up your sleeves to learn something new today. How “Lightning for Outlook” is Beneficial for Sales Reps? After that enable “enhance email” option.You will get the Lightning for Outlook and Sync option, configure as per requirements.Go to Salesforce developer account > setup > Quickfind box.Here is a brief of all the steps of integrating salesforce with outlook. 2.1 Test plan, before you start using Outlook and Salesforce togetherįor a better understanding, the blog will cover the following.2 How “Lightning for Outlook” is Beneficial for Admins?.1 How “Lightning for Outlook” is Beneficial for Sales Reps?.0.1 For a better understanding, the blog will cover the following.