- #Salesforce for outlook version for mac#
- #Salesforce for outlook version install#
- #Salesforce for outlook version update#
Setup instructions and system requirements: Works with both Salesforce Lightning Experience and Salesforce Classic UI. Used to be named Lightning for Outlook. View custom object records relevant to the email selected in Outlook Save and insert common phrases with ease Schedule emails to send at the best time Be notified when recipients open emails and interact with content Schedule appointments more efficiently. You can read the full announcement from Salesforce as well as more about the app here.
#Salesforce for outlook version for mac#
Salesforce for Outlook works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA). Now Scroll down bottom of the page and Download Salesforce for Outlook using Download (Version) button. Search Outlook in quick find box and Select Salesforce for Outlook. Users with an Inbox license can also use Inbox productivity features in the Outlook integration to: This lets users view Salesforce contacts, leads, accounts and opportunities in the context of an email from a customer. Click on beside Setup your User Name and Select My Settings.
Sync Contacts and Calendar events by enabling Lightning Sync or Einstein Activity Capture in addition to the Outlook integration.
#Salesforce for outlook version update#
Manage Salesforce Tasks right from Outlook. WHAT'S NEW WITH SALESFORCE FOR OUTLOOK Salesforce for Outlook Release Notes Have Moved If you’re looking for news about the latest version of Salesforce for Outlook on this site, it’s time to update your bookmarks Visit the Salesforcefore Outlook Release Notes at their new home in the Outlook/Teams, Gmail, and Inbox Trailblazer Community.
Quickly craft emails with Salesforce Templates.
#Salesforce for outlook version install#
NET 4.6 and up and you couldn't install the plugin if you had an older version. I believe this was caused by them trying to fix the installation. Not sure if this is possible on Windows 10, I have 7. I had to uninstall 4.6.2 and install this older version. Add emails and appointments to Salesforce records in one click, even when composing The exe file installs the 4.5.2 version of. Create new Salesforce records, including Custom Object records, directly in Outlook. Search and browse Salesforce records inside Outlook. 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. The integration is 100% cloud-based with no software to push, install, or maintain. The Salesforce integration with Outlook lets you experience Salesforce right in Outlook.
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