Salesforce Integration with Outlook on Windows and Mac

Welcome to Kam’s Tech Talk, Salesforce Integration with Outlook #ksm1313live

We will be learning technical steps on how to enable Outlook Sync feature on Salesforce How to configure the Salesforce app with Outlook on Windows OS This is final step on how to use a single or multiple trails to perform a step-by-step hands-on configuration between salesforce developer environment and Microsoft outlook

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Kam’s Tech Tallk Outlook Integration Step 2 & 3 with end to end integration

🌕 Tips

▶ This will help the Salesforce Admins can learn the basic steps to play with new integration

▶ Business Analysts should watch as it will easier for them to write Outlook and Salesforce feature stories

▶ Sales and Client Operations, will be able to understand the top benefits of Salesforce app on Microsoft Outlook

▶ Training team can understand what’s coming after the integration

▶ Testing / UAT teams can plan the pain points in advance

Steps 1 how a single Trail can help to learn steps – Salesforce Integration with Outlook.

Steps 2 Salesforce Integration with Outlook – Mac OS – Hands on with Trail – Salesforce Lightning Sync

Steps 3 Salesforce Integration with Outlook – Windows OS – Hands on with Trail – Salesforce Lightning Sync

Microsoft Store Links:

To use the integration, each Outlook user needs the Salesforce add-in for Outlook. We recommend that users get the add-in from Microsoft AppSource, or that Exchange admins get the add-in and distribute it using Microsoft Centralized Deployment. Using this method ensures that users always have access to the latest features in each release, without having to reinstall the add-in. Click here