How to setup Salesforce Lightning for Outlook

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How to setup Salesforce Lightning for Outlook

Effective time management is one of the essential attributes in ensuring sales success. 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.

Sales Cloud users can enjoy it for free and download Lightning for Outlook from the Office Store by following these few simple steps:

  1. Go to Salesforce Setup and key in Lightning for Outlook in the Quick Find box
  2. Choose Lightning for Outlook menu
  3. From the Setup settings, tick box for Enabled then click Save
  4. 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:

  1. Go to Outlook settings then click Manage Apps
  2. Select Salesforce. If the app is not available, download it directly from Office Store, as described above
  3. Once done, select Enable

Linking your Salesforce account with Lightning for Outlook can also be done simply by following these instructions:

  1. Click any message (either in Inbox or Sent items) or calendar event as contained in any of the following Outlook versions: Web App, Outlook 2016, Outlook for Mac 2016, or Outlook 2013)
  2. Select Salesforce
  3. Log in to Salesforce account after which, relevant data will be shown

Want to learn more about how you can take advantage of the new Salesforce Lightning for Outlook? Sign up for a free consultation and we can talk about your specific needs.

To learn about other email options for Salesforce, take a look as these other options:

Terry Miller
Terry Miller
Terry has spent over 20 years focused on business leadership and information technology. As an independent consultant, he enjoys working with a variety of customers to help them solve business problems using the Salesforce® platform. His ability to quickly identify bottlenecks and provide understandable solutions has gained him the trust of his customers. If you're looking for expert guidance on your next Salesforce® project, click here to contact Terry today.

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