![]() ![]() 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). Microsoft Edge, most recent stable version (Windows only).Microsoft Internet Explorer® 11 (Windows only). ![]() Apple® Safari®, most recent stable version.Mozilla® Firefox®, most recent stable version.Google Chrome™, most recent stable version.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. ![]()
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February 2023
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