speedsitemed.blogg.se - Enable outlook for salesforce mac

#Enable outlook for salesforce mac how to#
#Enable outlook for salesforce mac for mac#
#Enable outlook for salesforce mac update#

Under the Setup option, there is one quick find box at the Top Left corner, type the Lightning for Outlook and select the same option.

Login to your account then click on the ‘Setup’ option in the right and The Setup icon looks alike as shown below in the image.

#Enable outlook for salesforce mac how to#

With this test plan, you can set a path for you how to move ahead in the right direction for assured business success.

Give your sales team the administrative permission to deactivate the feature if they are not comfortable with it. After this, disable the features for Outlook Configuration. Tell the activation time span to your sales team as well so that they should be completely involved in the process and know about the changes in advance. Related Post: How To Integrate Facebook With Salesforce See the setting how and when you can deactivate the feature if required. Test the feature on a small number of group first and feel the difference. One is classic version and other is Lightning Experience. Test plan, before you start using Outlook and Salesforce togetherįirst of all, make it clear in your mind how Salesforce for Outlook and Lightning for Outlook are different from each other. The synchronized process is completely under your control because you are sure that you are synchronizing the right items.Deploying Lightning for Outlook has gone pretty easier and keep your sales team handy than earlier.

#Enable outlook for salesforce mac update#

The administration work has been simplified because you don’t have to take care of different versions update and it would be installed automatically when required.Let us have a quick look why it is important for admins? This is an advantage not only for Sales reps but admins too. How “Lightning for Outlook” is Beneficial for Admins?īased on our discussion, this is clear that Lightning for Outlook is a complete cloud-based solution.

#Enable outlook for salesforce mac for mac#

This is a huge deal, guys! Your friends will be your fans for choosing the right Outlook integration products with minimum maintenance requirements.Īdditionally, one more good news for you is that “Lightning for Outlook” feature is now available for Mac users too. Further, the sales team will be able to great features only without taking care of updates installation. It means Outlook can be accessed on the web now, not just locally installed servers only. Related Post: Advantage of continuous integration to Salesforceįurther, Lightning for Outlook can go along with you wherever your sales reps are going. Also, you would be able to run the latest version all the time and makes sure all sales reps are using the same version only. With Salesforce and Outlook together, you can manage data more conveniently like never before. If you are new to the Salesforce and Outlook then please take a break and roll up your sleeves to learn something new today.

How “Lightning for Outlook” is Beneficial for Sales Reps?

After that enable “enhance email” option.

You will get the Lightning for Outlook and Sync option, configure as per requirements.

Go to Salesforce developer account > setup > Quickfind box.

Here is a brief of all the steps of integrating salesforce with outlook.

2.1 Test plan, before you start using Outlook and Salesforce togetherįor a better understanding, the blog will cover the following.

2 How “Lightning for Outlook” is Beneficial for Admins?.

1 How “Lightning for Outlook” is Beneficial for Sales Reps?.

0.1 For a better understanding, the blog will cover the following.