Salesforce Connector for Outlook

Please find the prerequisite steps in the Details + Support section. Click on the Support link to view the steps, and ensure you follow them before connecting to the Salesforce org.

Effortlessly Integrate Your Salesforce and Outlook Workflows

Unlock the full potential of your productivity with the Salesforce Connector for Outlook—a powerful solution designed for professionals who want seamless collaboration between Salesforce and Microsoft Outlook. Perfect for sales teams, customer support representatives, and business leaders, this tool simplifies record management, email tracking, and event synchronization.

Key Features:

- Object Flexibility: Select from standard Salesforce objects like Contacts, Opportunities, Cases, or your custom objects through an intuitive dropdown menu.

- Advanced Search & Selection: Quickly find the Salesforce records you need using a smart search bar or organized tabs like My Records, All Records, and Recent Records.

- Streamlined Email Attachments:

Attach emails (with or without attachments) to any Salesforce record in just a few clicks.

Enjoy flexibility with the ability to reattach emails to different records as your needs evolve.

- Integrated Event Management:

Sync Outlook calendar events with Salesforce records for real-time event tracking.

Delete outdated or irrelevant events from Salesforce directly from the connector.

Why Choose Salesforce Connector for Outlook?

- Ease of Use: The user-friendly interface is designed for efficiency, reducing the time spent on manual data entry.

- Enhanced Productivity: Focus on building relationships and closing deals while the connector handles the tedious task of keeping Salesforce and Outlook in sync.

- Accurate Records: Ensure your Salesforce data is always up to date, whether it’s emails, events, or record details.

Whether you're managing accounts, tracking opportunities, or planning events, the Salesforce Connector for Outlook is your all-in-one solution for simplifying workflows and boosting efficiency. Start transforming the way you manage your Salesforce and Outlook interactions today!