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Salesforce Lightning for Outlook

salesforce.com
Boost productivity by bringing the power of the Salesforce Platform in Outlook.

Salesforce Lightning for Outlook is a brand-new way to experience Salesforce right in Outlook. It is 100% cloud based with no software to deploy, install, or maintain.

Boost productivity with the following features:

- Visibility:

View all contacts, leads, accounts, opportunities, cases, and custom objects associated to emails and appointments without switching between Salesforce and Outlook; your Salesforce data appears directly in Outlook.

- Productivity:

Search Salesforce records inside Outlook. Easily create new Salesforce records, including Custom Object records. Add emails and appointments to Salesforce records in one click.

- Efficiency:

Sync contacts and calendar events by enabling Lightning Sync in addition to Lightning for Outlook.

Notes:

- Works with both Salesforce Lightning Experience and Salesforce Classic UI.

- Salesforce Lightning for Outlook requires a subscription to Salesforce.

- Setup Directions and System Requirements: http://sfdc.co/bdQTbi

- Supported browsers are IE11, Edge, Chrome, Firefox, and Safari.

- For customers using Outlook and Exchange 2010, Salesforce for Outlook is available at: http://sfdc.co/cckKXJ

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
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