If you are a user of the Standard tier, you will also need to turn on the “Email insights” feature manually.īenefits of Email and Calendar Integrationīelow is a persuasive list of advantages you can achieve by connecting your email and calendar to Salesforce.Next, you can define the rules of how the system has to sync your events and emails.The guided setup will start from this point and will help you connect your Google account to Salesforce, configure the synchronization process, and assign users to the set configurations.Enter “Einstein Activity Capture” in the setup search bar in your Salesforce account and click on “Settings.”.Use your Salesforce permission set to provide users with access to the tool.Here’s how to set up synchronization using Einstein Activity Capture: If you prefer Gmail to Outlook, you can cross-integrate it with your Gmail account too, but the setup process will be different. Select which types of private items you would like to sync and click “Save.”Ĭongratulations! Now your Outlook is synced with your Salesforce account and vice-versa.Now you can select whether you want to sync all Outlook inbox and calendar items or only the selected ones and click “Next.”.Click the “Allow” button in the same window to provide access to your Outlook account.In the pop-up window, enter your Salesforce name and password to log in and select “Remember me” to skip this step next time.Click on the Sync icon with the right button of your mouse and go to “Settings…”.Click the arrow button on the right side of the taskbar to reveal it and do the following: Once the installation is complete, you will see the Sync app icon in the taskbar. Follow the simple instructions in the installer to complete the process. Now close Microsoft Outlook on your PC and install the downloaded app.Scroll to the bottom of the page and click “Download” to get the installer on your computer.Enter “Outlook” in the search bar on the left and click on “Salesforce for Outlook.”.Click on your user name and go to “My Settings” in the drop-down menu.Turn on the Salesforce classic version.Once the settings are done, you have to install Salesforce for Outlook on your computer. Do the same in the “Events” section below to allow Events and Tasks to sync with your Outlook Calendar and vice versa.Now select “Sync both ways” and “Outlook always wins” in “Contacts” to let your Outlook account receive data from your Salesforce account.Scroll down to the “Data Settings” box and click on “Allow users to select attachments.”.Add assigned users from the list of available users in the “Assign users and profiles” box and choose the needed permission profile for synchronization.Enter your name and make the “Active” checkbox true.Select “Outlook Configuration” in search.Make both checkboxes in the “Email to Salesforce” window true, click “Save” to apply changes, and click “Skip” in the pop-up window to finish.Go to “Active and Notify Reps” in the same window and select “Edit.”.Now select “Use Enhanced Email with Outlook.”.Click on “Outlook Integration” and “Lightning Sync” toggles on the right.Enter “Outlook” in the search box on the left and click on “Outlook Integration and Sync.”.
Step 1: Email Syncįirst of all, you need to enable Outlook inbox synchronization to route your emails into Salesforce. In order to integrate your Outlook inbox and calendar account into your Salesforce account, you can use a popular Salesforce integration Outlook plugin, or follow a tiny bit more complicated manual process below. Read on and share this guide with your colleagues. Below is a detailed guide on how to connect your Salesforce account to your favorite inbox and calendar account. Salesforce is a very convenient toolkit, but it’s not connected to the Outlook or Gmail email inbox solution by default.
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