![]() Works in IE11, Edge, Chrome, Firefox, and Safari. Setup instructions and system requirements: Works with both Salesforce Lightning Experience and Salesforce Classic UI. Used to be named Lightning for Outlook. View custom object records relevant to the email selected in Outlook Save and insert common phrases with ease Schedule emails to send at the best time From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook. Be notified when recipients open emails and interact with content Schedule appointments more efficiently. Users with an Inbox license can also use Inbox productivity features in the Outlook integration to: Sync Contacts and Calendar events by enabling Lightning Sync or Einstein Activity Capture in addition to the Outlook integration. Extension to add a metadata layout on top of the standard Salesforce UI to improve the productivity and joy of Salesforce configuration, development, and integration work. ![]() Manage Salesforce Tasks right from Outlook. Productivity tools for Salesforce administrators and developers to inspect data and metadata directly from the Salesforce UI. Step 3 Click on Get add-inns from the right side of the toolbar Step 4 Select All from the Left Step 5 Write the Name of Add-ins icon into the Search box Step 6 Now, Select Add Steps to Disable/Remove Add inns for Windows Step 1 Open the Outlook app. Lightning for Outlook works the way you do. Step 2 Select the Home tab from the menu bar. ![]() Quickly craft emails with Salesforce Templates. Sync emails instantly to Salesforce, keeping your entire team up to date. ![]() Add emails and appointments to Salesforce records in one click, even when composing Create new Salesforce records, including Custom Object records, directly in Outlook. Search and browse Salesforce records inside Outlook. View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching between Salesforce and Outlook your Salesforce data appears directly in Outlook. ![]() The integration is 100% cloud-based with no software to push, install, or maintain. The Salesforce integration with Outlook lets you experience Salesforce right in Outlook. ![]()
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