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Salesforce

salesforce.com

3.7 (2080)

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

外接程序功能
在使用此外接程序时,它
  • 可通过 Internet 发送数据
  • 此加载项可读取或修改你邮箱中任何项目的内容,并能够创建新项目。它可以访问任何邮件或日历项目中的个人信息,如正文、主题、发件人、收件人或附件。它可能会将此数据发送给第三方服务。
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