One of the neatest things about the Salesforce app in Outlook is that you can customize how it looks to better suit your workflow. Step 8: Customize the Salesforce panel in Outlook (Image credit: Microsoft)Ĭlick Save and an address will automatically be added to the BCC field of your email. Click on Outlook Integration and Lightning Sync, then toggle on the Outlook Integration slider.Ĭhoose a contact record from Salesforce and click Log to copy your conversation to the contact’s conversation history in Salesforce.

In Salesforce, navigate to the Setup menu and search for Outlook. The first thing you need to do to connect Salesforce and Outlook is enable the integration in Salesforce.

Step 1: Enable Outlook integration in Salesforce The Salesforce integration supports Exchange Online with Office 365 or GCC High-typically used by government agencies-as well as on-premises servers running Exchange 2019, 2016, or 2013. Your company’s email must also be managed using a Microsoft Exchange email server. In that case, you’ll need to allow cookies from Salesforce in your browser. You can also integrate Salesforce with the Outlook web client. Outlook 2013 and Outlook 2016 are currently supported for integration with Salesforce, but support for these older versions of Outlook will be phased out at the end of 2022. On the Outlook side, you’ll need to have Office 365 or Outlook 2019 running on Windows 10. If you don’t have administrative access, you may need to work with your company’s IT department to modify user roles within Salesforce. Importantly, setting up the Salesforce to Outlook integration requires administrative access to Salesforce.

Set up ant for salesforce