#Salesforce For Outlook On Download SFO And#

Salesforce For Outlook On Download SFO And

Then you can able to see all the salesforce contacts. Download SFO and Sync with Outlook account. View Configuration details and watch the video for Salesforce for Outlook integration. Under User Name->My Setings->Type Outlook in Quick Find 5. Setup->Outlook Integration and Sync -> Enable Outlook integration and Lightning Sync 4.

So I just add in Salesforce app in outlook 365 but I am not getting option to sync Salesforce events to outlook 365. To get started, users must download the LinkPoint Connect Installer, which My requirement is when I create events in Salesforce for my sales users that events should sync their Outlook 365 OWA. LinkPoint Connect: Desktop Edition is a PC-installed application that allows users to work with and create Salesforce data directly within Microsoft Outlook. You can also manually associate the email with additional contacts in Salesforce as well as other record types (for example, an account or booking).Installing LinkPoint Connect (Outlook + Salesforce) Search For Search. You can click one of those links to go directly to that record in Salesforce. When you select an email in Outlook, the Salesforce side panel displays contacts and activities related to that message.

Go to Setup > Administer > Outlook Integration and Sync > Settings. Microsoft Outlook for Mac 2019 or 2016 on the most recent stable version of the MAC OSTo configure Outlook integration with Office 365 Microsoft Outlook 2019, 2016, or 2013 on Windows PC, most recent stable version recommended Exchange Online with Office 365 Exchange 2019, 2016, or 2013 on-premises

Select all profiles (select the first one, hold down shift key, select the last profile). Scroll down to Email Application Publisher Layouts and click on Publisher Layout Assignment. Click Let Users access Salesforce Records from Outlook. Add the actions for New Task, New Inquiry, New Contact, and New Appointment to the Publisher Layout and click Save. Name the new layout Default Outlook Integration Layout.

Scroll down to Microsoft Outlook Web App Domain and click New. Click on Let Users access Salesforce Records from Outlook. To configure your Microsoft Exchange Server: Mail.company.com as a trusted site. ( ).If you have a Microsoft Exchange Server continue to setup your custom domain name (e.g.

Click the white X to close the New Whitelist Entry box, you will see your domain name listed.For additional information on setting up and using Salesforce for Outlook, please refer to Salesforce.com Help. Enter your Company Name as the Master Label, click Save. Enter your Company Name as the Developer Name and replace any spaces with underscore.

Salesforce For Outlook On Mac