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Salesforce

salesforce.com

3.7 (2070)

Boost productivity by bringing the power of the Salesforce Platform to Outlook.

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.

- 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: http://sfdc.co/bdQTbi

- 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

Tilläggsfunktioner
När det här tillägget används kan det
  • Skicka data via Internet
  • Det här tillägget kan läsa och ändra innehållet i vilket objekt som helst i din inkorg, och det kan skapa nya objekt. Det har tillgång till personlig information, t.ex. brödtext, ämne, avsändare, mottagare och bilagor, i alla meddelande- och kalenderobjekt. Det kan skicka dessa data till en tjänst från tredje part.
  • https://az158878.vo.msecnd.net/marketing/Partner_21474843361/Product_42949677285/Asset_ad5a62fc-3371-40bb-b886-ff114f14d3d1/1SalesforceOutlookIntegration.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474843361/Product_42949677285/Asset_ad5a62fc-3371-40bb-b886-ff114f14d3d1/1SalesforceOutlookIntegration.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474843361/Product_42949677285/Asset_e2e9465a-d190-4e37-a71c-73a6cb937e09/3Related.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474843361/Product_42949677285/Asset_576eab74-3ff9-4100-8e50-f3100941a654/5CreateRecords.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474843361/Product_42949677285/Asset_a71ce1f1-a240-4b96-a2c2-ea9cc6cbb43a/6Tasks.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474843361/Product_42949677285/Asset_a7fc333c-a458-4578-be9a-047f2d67163f/4WithInbox.png