Salesforce Integration With Outlook For Mac
Is there currently ANY solution that is able to integrate Outlook for Mac and Salesforce? We are a lending firm and we set up every loan as an Account in Salesforce, and our entire organization runs OS X. What we need is for every single email pertaining to a specific loan to be attached to the relevant Account in SF. Is something like this possible? We demoed MatchMyEmail, but that just made a huge mess. It uses the contact email address to figure out where the email should go. As soon as we have one person with multiple loans, emails are thrown EVERYWHERE.
We are currently on Professional, but we have absolutely no problem moving to Enterprise if that's what it takes to solve this issue. This is a Microsoft problem, not a Salesforce problem. There is no plugin framework/extension support for outlook 2011 on Mac. However, Office 2015 for Mac is rumored to be on the horizon, hopefully later this year.
SF isn't the only app wishing to hell MS didn't box outlook for Mac in like this. Your only options are as follows:. Email to Salesforce or equivalent message handler to stick mail to records programmatically. Has its own set of limitations. A server-side integration tool like Riva: - will do everything you want, arguably better than SF for outlook on a PC. Is very expensive.
You're not going to find anything in the outlook client itself, period, because it's closed off to third party developers. Salesforce employee here. What version of Exchange are you on? At Dreamforce we announced support for the new Outlook/Exchange add-in model (Office 365 or Exchange 2013 on-premise). These new add-ins work on Outlook 2013 (Windows), Outlook Web App (browser) and on the OWA iPhone/iPad/Droid apps. When the new Outlook for Mac comes they will likely work there as well (big TBD). This new add-in model is great as it has no software to install.
In the interim (as others on the thread have mentioned) a 3rd party solution might be the best solution. Moving from PE to EE won't solve your problem unfortunately. We also have some direct Salesforce to Exchange integration coming (in pilot now) for Contacts/Events.
This is server:server so no software install involved as well. Expect to see more from us on Outlook/Exchange integration as a result of our Microsoft alliance.
Updated 11/8/2018 Tired of having to jump back and forth between Salesforce and your Microsoft Outlook client to sync up emails and calendar activities? In this post, we’ll show how to install Salesforce for Outlook. It’s a subject that pops up frequently when talking to clients about integration and best practices when using Ascendix products on Salesforce Lightning. So, we recorded the How-to video to guide you through the whole process. Table of Contents. Requirements Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later.
Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises. Before we get started let’s make sure we meet the minimum specifications for integrating Salesforce for Outlook. Outlook Program Versions:. Outlook 2016.
Outlook 2013 Operating System:. Windows 10. Windows 8.1. Windows 7. MAC OS X 10.10 and up Email Server:. Exchange 2016/2013 on-premises.
Exchange Online with Office 365 Note: This information is gathered from the Enabling Salesforce for Outlook You will need to get in touch with your Salesforce Administrator to enable Lightning for Outlook. Once you are logged into Salesforce locate the Setup tab in the top right and select it. Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it. Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to enable Lightning for Outlook. More options should now be available.
Click on the grayed-out bar next to Enable Enhanced Email with Lightning for Outlook. Salesforce for Outlook Add-In In your Outlook client locate the Get Add-ins icon on the top right of your home bar and search for “Salesforce” and enable the Add-in. Once you have that enabled close out of this window.
Then select the Salesforce Cloud Icon that should appear in the top right. You will be prompted to login to your Salesforce instance. Please note by enabling the add-in Outlook your Office 365 account will have the same functionality as well. Now your Outlook to Lightning interface is ready to use!
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Enabling Lightning Sync Disclaimer! We are not liable for any loss of data or data duplication caused by improper configuration of Lightning Sync.
As a best practice back up your data before attempting any sort of syncing. The following steps must be completed by your System Administrator. Cfosspeed v8 02 keygen for mac. We recommend reading the following about before continuing with the steps below. Locate Lightning for Outlook and Sync and enable Lightning Sync by selecting the grayed-out bar. Choose either OAuth 2.0 to login directly as Admin or choose Service Account.
Login and follow the instructions provided. Once your connection is tested select New Config under Set Sync Settings and Check Status. Select New Lightning Configurations. Add a Configuration Name, check the active checkbox, add all users you wish to have a certain configuration. Now choose your Sync Direction and additional settings. Save and configure your remaining settings and save again.
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