#Salesforce inbox outlook for mac verification#
#Salesforce inbox outlook for mac mac#

You can relate email to multiple Contacts. To remove related email uncheck the checkbox. After clicking, an alert will appear and up arrow turn into a checkmark. To open the Salesforce record from browser click on icon.Ĭlick on the up arrow next to a record to relate that email with Salesforce record. For example, you received Opportunity from email then you click on the email and select New Opportunity from CREATE drop-down list. To create record related to email click on button. It will show the Salesforce record present related to that email in side panel. Open your outlook inbox and click on email record and then Salesforce cloud icon. Congratulations! Now your Outlook inbox is connected to your Salesforce account. Also, don’t miss to check the checkbox.Ħ.

#Salesforce inbox outlook for mac verification#

Enter Verification Code to verify your identity. To Login to your Salesforce Account enter your Salesforce credentials.Ĥ. Finally, log in to your Salesforce Account by clicking on Log into Salesforce button (3).ģ. Next, click the Salesforce Cloud View Button (2). Now open your Outlook mailbox, click in an email (1). Enter Lightning for Outlook in the search box (2) and Turn it On to enable it for Microsoft Outlook(3).Ģ. Step 2: Set Up Lightning for Outlook in the Microsoft Outlookįirst, you need to add Lightning for Outlook extension to Microsoft Outlook from the store (1). Select your working environment Production/Sandbox (3). Step 1: Set Up Lightning for Outlook in Salesforceįrom Salesforce setup, enter Lightning for Outlook in the Quick find Box, then select Lightning for Outlook (1).

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#Salesforce inbox outlook for mac mac#

Microsoft Outlook® 2016 or 2013 on Windows PC, most recent stable version recommendedĪny of these browsers that allow cookies from Salesforce on Windows or Mac operating systems.

To integrate Outlook and Salesforce following are the requirements: Email server Lightning for Outlook System Requirements Also, the new search tool makes it simple to scan for Salesforce records inside Outlook. As a user looks through their inbox, the cutting edge and natural UX makes it simple to see and connect with applicable experiences and applications. Lightning for Outlook has been totally updated to get the Lightning User Experience.

Access imperative Outlook Email messages and significant Salesforce records in a single place.

Dispense with an opportunity to spend on copy information section into two frameworks.

This likewise tracks imperative email discussions pertinent to Salesforce records. This enables the Sales team to increase their Sales. When you integrate Outlook and Salesforce, this will invest less energy entering information and flipping between the two frameworks. This blog will help you to integrate Outlook and Salesforce with the help of Lightning for Outlook. Customer Relationship Management (CRM) and email application, meantime as they are separate, sales rep have needed to move between them. But there seems to be the problem faced by Sales rep daily while sending and replying Email. Effective Time Management is important to achieve success during the Sales process.