How To Link Salesforce To Outlook
- Check Compatibility: Ensure your Outlook version is compatible with Salesforce integration.
- Install Salesforce Add-In: Go to the Microsoft AppSource and search for the Salesforce add-in.
- Sign In to Salesforce: Open the add-in and log in with your Salesforce credentials.
- Authorize Access: Allow the add-in to access your Salesforce data.
- Configure Settings: Adjust the settings to customize how you want Salesforce to work with Outlook.
- Sync Contacts and Events: Enable syncing of your Outlook contacts and calendar events with Salesforce.
- Test the Integration: Create a test email or event to ensure everything is working smoothly.
- Utilize Features: Start using features like logging emails and creating Salesforce records directly from Outlook.
