Outlook For Mac Plugins Salesforce

Outlook For Mac Plugins Salesforce Rating: 3,8/5 4516 votes

The Salesforce integration with Outlook lets you experience Salesforce right in Outlook. The integration is 100% cloud based with no software to push, install, or maintain. New in Winter ‘19! Users with an Inbox license can use Inbox features in the Outlook integration, to: - Schedule appointments more efficiently.

- Be notified when recipients open emails and interact with content - Schedule emails to send at the best time - Save and insert common phrases with ease - View custom object records relevant to the email selected in Outlook Add-In Benefits Visibility View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching between Salesforce and Outlook; your Salesforce data appears directly in Outlook. Productivity - Search and browse Salesforce records inside Outlook.

- Create new Salesforce records, including Custom Object records, directly in Outlook. - Add emails and appointments to Salesforce records in one click, even when composing emails. - Quickly craft emails with Salesforce Templates. - Manage Salesforce Tasks right from Outlook.

Outlook For Mac Plugins Salesforce

- Sync Contacts and Calendar events by enabling Lightning Sync in addition to the Outlook integration. Notes: - Used to be named Lightning for Outlook. - Works with both Salesforce Lightning Experience and Salesforce Classic UI. - Requires a subscription to Salesforce. - Setup Directions and System Requirements: - Works in IE11, Edge, Chrome, Firefox, and Safari. - For customers still using Outlook or Exchange 2010, Salesforce for Outlook is available at: http://sfdc.co/cckKXJ.

One of my team members uses Outlook for Mac and needs to sync to Salesforce. The standard Salesforce for Outlook add-on is for Windows only. Is there a similar app for Mac? Stack Exchange Network. Salesforce for Outlook for Mac. Excel for mac help 2008 download. Ask Question 5.