Open a Web browser and navigate to mozilla.org. Click the 'Our Projects' link, followed by the 'Lightning and Sunbird' link. Click the 'Mac OS X' link beneath the 'Lightning' heading, followed by the 'Download' link to download the Lightning add-on file. Double-click the Thunderbird application icon to launch the application. Lightning for Gmail, Lightning for Outlook, and Lightning Sync - Release Readiness Summer '17 - Duration: 30:37. Salesforce 5,532 views.
For Your You Need Email server Either:. Exchange 2016 or 2013 on-premises. Exchange Online with Office 365® Integrating Salesforce with Outlook requires knowledge of your Exchange server setup.
Salesforce admins work with the Exchange admins when setting up the integration. Email clients Either:. Desktop version of Outlook 2016 or 2013 on Windows® PC, most recent stable version recommended. Outlook on the web. Outlook for Mac 2016, Mac OS X 10.10 or later with AppleWebKit 600 or later Ensure that all recent patches for the email client have been applied and that Use Cache Mode in the Outlook Account Settings is turned on. Browser Any of these browsers that allow cookies from Salesforce:.
Google Chrome™, most recent stable version. Mozilla® Firefox®, most recent stable version. Apple® Safari® 10 or later, most recent stable version recommended. Microsoft® Internet Explorer® 11 (Windows only). Microsoft Edge, most recent stable version (Windows only) If you’re using the Outlook integration in a desktop version of Outlook, Microsoft Internet Explorer 11 is required on the desktop computer. You’re not required to use Internet Explorer as your default browser.
Your Company Needs Either With These Settings Enabled To Connect Using These Available Methods. Office 365 Enterprise Editions with Exchange Online. Exchange Server 2016. Exchange Server 2013 Service Pack 1. Exchange Web Services (EWS) on an SSL connection. Exchange Autodiscover Service.
Basic authentication on your Exchange server and your Autodiscover service. Encryption protocol TLS 1.1 or later An Exchange service account Office 365® Enterprise Editions with Exchange Online Nothing else OAuth 2.0 for Exchange Check, check, and check! Maria has the green light to start the setup process. Here’s how she does it.
These steps include high-level details for you to set up Lightning Sync. And where it’s necessary, we include links to nitty-gritty details in Salesforce Help. Enable Lightning Sync. From Setup, enter Sync in the Quick Find box, and then select Outlook Integration and Sync.
Select how you connect to your email server. Get more information on. To confirm whether it can communicate with your Exchange server, run the Lightning Sync connection test. The test checks several points of connectivity between Salesforce and your Exchange server.
When the test is complete, it provides a summary describing your connection status. Define sync settings for your sales reps. This definition includes decisions such as:.
Who can sync and what kinds of items they can sync. Whether you want to limit items. What happens when a rep deletes an item from either Outlook or Salesforce Get guidance on these.
Prepare your reps for managing the contacts that sync. Depending on how you configure the syncing options, your reps can sync contacts from Exchange to Salesforce or sync both ways. Tell your reps how they can prevent certain events from syncing.
Your reps, for example, most likely want to keep personal events from syncing to Salesforce. After Maria finishes the basics for setting up the integration with Outlook and Lightning Sync, she customizes features to give her reps the best selling experience. From Setup, enter Outlook in the Quick Find box, and then select Outlook Integration and Sync. Consider enabling these options to optimize your reps’ experience in Outlook. Enable Enhanced Email with Outlook. Instead of adding email messages to Salesforce as tasks, sales reps add them as email messages. It’s a better experience that way.
Learn how to. Customize content with Lightning App Builder. You get loads of flexibility customizing how Salesforce content appears in Outlook. Learn how to use Lightning App Builder to make your reps even more productive.
The Salesforce integration with Outlook lets you experience Salesforce right in Outlook. The integration is 100% cloud based with no software to push, install, or maintain. New in Winter ‘19!
Users with an Inbox license can use Inbox features in the Outlook integration, to: - Schedule appointments more efficiently. Be notified when recipients open emails and interact with content - Schedule emails to send at the best time - Save and insert common phrases with ease - View custom object records relevant to the email selected in Outlook Add-In Benefits Visibility View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching between Salesforce and Outlook; your Salesforce data appears directly in Outlook. Productivity - Search and browse Salesforce records inside Outlook.
Create new Salesforce records, including Custom Object records, directly in Outlook. Add emails and appointments to Salesforce records in one click, even when composing emails. Quickly craft emails with Salesforce Templates. Manage Salesforce Tasks right from Outlook. Sync Contacts and Calendar events by enabling Lightning Sync in addition to the Outlook integration. Notes: - Used to be named Lightning for Outlook.
Works with both Salesforce Lightning Experience and Salesforce Classic UI. Requires a subscription to Salesforce. Setup Directions and System Requirements: - Works in IE11, Edge, Chrome, Firefox, and Safari. For customers still using Outlook or Exchange 2010, Salesforce for Outlook is available at: http://sfdc.co/cckKXJ.