Interacting with purchasers and potential clients by way of e-mail is a big a part of gross sales workers’ jobs. It makes a whole lot of sense that the best CRM software would combine with your small business e-mail.
Learning how to set up Salesforce to Microsoft Outlook integration will give your gross sales reps entry to various options that may assist them higher handle their conversations. It allows workers to entry data from Salesforce, like a contact’s buy historical past and previous conversations, proper inside Outlook.
In addition, it makes logging e-mail conversations and occasions from Outlook to a Salesforce contact’s file easy. The integration even works with Einstein Activity Capture to automate dialog logging from Outlook to Salesforce to save your workers time.
How to set up Salesforce to Outlook integration: Preparation
In order to combine Salesforce and Outlook, you’ll want to have each Salesforce and Outlook environments already up and working. On the Salesforce aspect, you need to use Sales Cloud, Service Cloud, or Salesforce Lightning to set up the integration. The integration is supported for all subscription ranges for these merchandise.
Importantly, setting up the Salesforce to Outlook integration requires administrative entry to Salesforce. If you don’t have administrative entry, you could want to work along with your firm’s IT division to modify person roles inside Salesforce.
On the Outlook aspect, you’ll want to have Office 365 or Outlook 2019 working on Windows 10. Outlook 2013 and Outlook 2016 are at the moment supported for integration with Salesforce, however help for these older variations of Outlook might be phased out on the finish of 2022. You may combine Salesforce with the Outlook internet shopper. In that case, you’ll want to enable cookies from Salesforce in your browser.
Your firm’s e-mail should even be managed utilizing a Microsoft Exchange e-mail server. The Salesforce integration helps Exchange Online with Office 365 or GCC High—sometimes utilized by authorities companies—in addition to on-premises servers working Exchange 2019, 2016, or 2013.
Step 1: Enable Outlook integration in Salesforce
The very first thing you want to do to join Salesforce and Outlook is allow the integration in Salesforce. In Salesforce, navigate to the Setup menu and seek for Outlook. Click on Outlook Integration and Lightning Sync, then toggle on the Outlook Integration slider.
Step 2: Configure your Outlook domains
By default, Salesforce permits Outlook to join in case your Outlook surroundings is working on one in every of three customary domains:
If your Outlook surroundings runs by yourself area, similar to e-mail.mycompany.com, you’ll want to whitelist that area inside Salesforce. Scroll down throughout the Outlook Integration and Lightning Sync till you discover a part titled Microsoft Outlook Web App Domain. Click New to add a brand new area, then enter your area with the format https://e-mail.mycompany.com.
Step 3: Add the Salesforce app to Outlook
Now swap over to Outlook, the place the following step is to obtain and set up the Salesforce app from Microsoft AppSupply. Open a brand new e-mail message window and click on the three dots to reveal an actions menu. Click Get Add-ins to open the Microsoft AppSupply market.
Search for Salesforce. There are a number of Salesforce-related apps in AppSupply that will seem, however the one you need is just referred to as Salesforce. Click on the app and click on Install to add it to your Outlook surroundings. The Salesforce app is totally free.
Step 4: Log into Salesforce by way of the Outlook app
Go again to the brand new e-mail you created beforehand and click on the three dots once more. You ought to now see a menu merchandise labeled Salesforce. Click on it to open the Salesforce app panel, the place you’ll be prompted to log in to your Salesforce account.
Make positive Production is chosen, then click on Log in to Salesforce. (You can join to a Salesforce sandbox surroundings, however this won’t replicate your stay Salesforce database.) Click Allow to open a login window and enter your Salesforce login credentials.
You will get a message confirming that you really want to enable Outlook to share information with Salesforce. Click Allow to full the integration.
Step 5: Start utilizing the Salesforce app in Outlook
At this level, you must have an lively Salesforce panel in Outlook. Using this panel, you may rapidly create Salesforce contacts, duties, and occasions inside Outlook. You may seek for contact information in Salesforce to see their full account historical past and previous conversations from Salesforce Chatter. Additionally, you may entry your e-mail templates from Salesforce when composing new messages in Outlook.
Step 6: Turn on Enhanced Email
Salesforce received’t but file emails despatched in Outlook to contacts’ dialog histories. For computerized e-mail logging, you’ll want to activate the Enhanced Email function in Salesforce.
To allow Enhanced Email, return to the Outlook Integration and Lightning Sync settings web page inside Salesforce. Look for the part titled Log Email Messages to Salesforce whereas Composing, after which click on Activate and Notify Reps subsequent to Email to Salesforce. Select Edit, test the Active field, and click on Save. Then return to the Log Email Messages to Salesforce whereas Composing settings and activate the slider subsequent to Use Enhanced Email with Outlook.
Step 7: Log an e-mail dialog
Now, in Outlook, you may log emails to a contact’s dialog historical past utilizing the Salesforce app panel. Search for a file from Salesforce and click on the Log button within the prime proper portion of the panel. Select a number of individuals information to log the e-mail to in addition to the contact that the dialog is related to.
Click Save and an tackle will robotically be added to the BCC subject of your e-mail.
Step 8: Customize the Salesforce panel in Outlook
One of the best issues in regards to the Salesforce app in Outlook is you could customise the way it appears to be like to higher fit your workflow. Return to the Outlook Integration and Lightning Sync settings web page in Salesforce and discover the part titled Customize Content with App Builder. Make positive the slider is toggled on, then click on the Create New Panel button.
This will open a drag-and-drop editor that allows you to customise the Salesforce app panel in Outlook. You can add elements similar to report charts, duties, and wealthy textual content fields. You may combine information from Salesforce Einstein to discover the expected subsequent finest motion for a lead when composing emails. The builder makes it straightforward to delete default elements or rearrange elements nevertheless you see match.
Once you’ve completed redesigning the app panel, click on Save. In Outlook, shut the Salesforce panel and re-open it to activate your customized panel structure.
Setting up a Salesforce to Outlook integration allows your gross sales group to harness the facility of Salesforce when corresponding by way of e-mail with leads and clients. It additionally makes it easy to preserve monitor of all of the communication your organization has with potential clients, together with the conversations that happen in Outlook.
With the free Salesforce app from Microsoft AppSupply, connecting Salesforce and Outlook is quick and easy. You can discover many of the related settings underneath the Outlook Integration and Lightning Sync settings web page in Salesforce. Once the integration is full, you may customise the Salesforce panel in Outlook utilizing a drag-and-drop editor and activate Enhanced Email to automate e-mail logging to Salesforce.
If you need to study extra about Salesforce, take a look at our guides to Salesforce and Salesforce Lightning. We’ve additionally put collectively a Salesforce review in addition to a Microsoft Outlook review and coated the best email clients for companies.