installing salesforce lightning for outlook mac

Ing Salesforce Lightning For Outlook Download Lightning For

This same component package also works for the Gmail for Work integration.

In an effort to continuously develop advanced solutions to help boost productivity, Salesforce recently launched Lightning for Outlook to help the sales team stay on top of their daily activities and maximize opportunities for success.

With the integration of Sales Cloud Lightning to email, sales reps are empowered to channel transactions from multiple sources to one email platform Microsoft Outlook.

It is designed to centralize email communications and streamline your CRM activities by matching up the data from Salesforce in with the convenience of Outlook.

Salesforce Lightning for Outlook allows users to: See their Salesforce contacts and opportunities within Outlook Sync Salesforce Events with Office 365 or Exchange with Salesforce Calendars Access custom sales app directly from email This cloud-based program is made available for Outlook versions of Mac, Windows and Web.

It requires that your email host is using Exchange 2016 or 2013 on-premise or Exchange Online with Office 365.

Ing Salesforce Lightning For Outlook Download Lightning For

Sales Cloud users can enjoy it for free and download Lightning for Outlook from the Office Store by following these few simple steps: Go to Salesforce Setup and key in Lightning for Outlook in the Quick Find box Choose Lightning for Outlook menu From the Setup settings, tick box for Enabled then click Save Select either Production or Sandbox to install the Outlook Add-on for the Lightning for Outlook Reps within the same group can also enable Lightning for Outlook: Go to Outlook settings then click Manage Apps Select Salesforce.

To learn about other email options for Salesforce, take a look as these other options: Connecting to your Customers Made Easier with Salesforce Inbox How to Use Salesforce for Outlook to Sync Contacts, Events and Tasks How to Setup My Email to Salesforce Remove Salesforce for Outlook Signature Images Join my email list By clicking submit, you agree to share your email address with the site owner and Mailchimp to receive marketing, updates, and other emails from the site owner.

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Installing Salesforce Lightning For Outlook Mac