Tip #2 for Salesforce Integration with Outlook: Integrate ProperlyĪs usual, Salesforce admins will have to do the heavy lifting, so integration will take time. Once installed, your sales team can launch it in Outlook and use it the same way as other Outlook add-ins. Salesforce Outlook integration functions as an add-in. FAQ: Is There a Salesforce Plugin for Outlook? Einstein Activity Capture might trigger additional charges. Yes, it’s included for free in most plans. FAQ: Is Salesforce Outlook Integration Free? If you’re first setting up your integration, choose the Salesforce Outlook Integration (ex. On the other hand, Salesforce Outlook integration AKA “Lightning for Outlook,” is what we’re supposed to be using moving forward. Salesforce for Outlook is the old version that will be retired in 2024. Tip #1 for Salesforce Outlook Integration: Know the Difference Between Salesforce for Outlook and Outlook Integration

FAQ: Is Salesforce Outlook Integration Going Away?.

FAQ: Is Salesforce for Outlook Still Supported?.

Good News: There Are Alternative Methods to Integrate Salesforce for Outlook.

Bad News: Salesforce Outlook Integration Is Going Away.

Are You Ready for the New Salesforce Outlook Integration Era?.Tip #5: Choose a Salesforce Outlook Integration Solution that Works For You.

Tip #4: Know the Limitations of Salesforce’s Integration with Outlook.What Can You Do with Salesforce For Outlook with EAC?.Tip #3: Understand the Difference Between Salesforce Outlook Integration and Einstein Activity Capture.FAQ: How Do I Get My Outlook Emails from Salesforce?.

FAQ: How Do I Integrate Salesforce into Outlook?.FAQ: Who Can Install the Salesforce Outlook Integration?.How Do I Enable Integration in Outlook Salesforce?.How Do I Set up Outlook to Integrate with Salesforce?.Tip #2 for Salesforce Integration with Outlook: Integrate Properly.FAQ: Is There a Salesforce Plugin for Outlook?.FAQ: Is Salesforce Outlook Integration Free?.Tip #1 for Salesforce Outlook Integration: Know the Difference Between Salesforce for Outlook and Outlook Integration.

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