Connect Outlook Calendar To Salesforce. Follow these steps to install salesforce for outlook in your org.required editions. Outlook integration the outlook integration module on trailhead teaches your reps how to track customer interactions and work their salesforce deals directly in microsoft outlook.
Search outlook in quick find box and select outlook integration and sync. Click the view button to bring up the outlook.
While Creating A New Calendar Meeting In Outlook, Click The “Sync To Salesforce” Icon In Your Outlook Ribbon.
Use email to salesforce to relate emails to records.
Cloud Connect Enables Complete Integration Between Outlook And Salesforce, Including Syncing Emails,.
Work with salesforce’s email in sales cloud.
Then Enable Outlook Integration And.
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Create Salesforce Records, Such As Leads, Opportunities, Accounts,.
Use email to salesforce to relate emails to records.
From Your Personal Settings, Enter Connected Accounts In The Quick Find Box, And Then Select Email And Calendar Accounts.
Setting up cloud connect for outlook and salesforce integration.
See Why Syncing Outlook Calendar Events To Salesforce Can Help Reps Save Time.