How To: Integrate Outlook with Salesforce! (Tutorial and Feature Demo)
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- Опубліковано 26 лип 2024
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Timecodes
0:00 - Intro & Overview
2:59 - What is Lightning Sync?
5:00 - What is Einstein Activity Capture?
10:11 - Setting Up Outlook in Salesforce
15:00 - Install the Salesforce Outlook Add-In
17:26 - Authenticate Salesforce in Outlook
19:08 - Demo: Add Emails to Salesforce
20:52 - Demo: Review Salesforce Records in Outlook
22:20 - Demo: Create a New Record (Task)
25:33 - Learn More/Outro
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3:44 is super useful because every other tutorial I've seen mentioned Lightning Sync and nobody addressed that it isn't available anymore. Also, Chrome seems to work now, at least for me. I am having issues with figuring out how to add it to my toolbar.
Thank you for putting demo version and explanation in more practical way.
Glad it was helpful!
great tutoria/demo! thank you! liked/subbed.
thanks for this! You've got a talent for making these vids!
Haha - thank you Christian
Well presenting man, awesome! love this.
Much appreciated!
Thank you so much for such a wonderful demo.
Cheers Manny!
Great content sir!
Thanks for the feedback :)
Thanks helpful
Great video! While creating the Evevt from outlook to salesforce, it is not capturing the correct time stamp from the opened email. Is it expected? Or is there any configuration required to capture this?
Can you please tell me how to add a new field (a picklist, already exists in contact object) in outlook while create new contact as specific to a profile.
Thank you for this great video. May I ask how did you add "Activity" tab on the record page. Mine does not have that tab.
So you can add a 'Timeline' component to the page (lightning) or just create your own Tab in the Lighning Page editor. Click on the area with a tab and in the right you'll see the abilty to add a new tab. Hope I understood that correctly :)
You mentioned in the video that you can customize what objects show up in the list when you select log an email by customizing publisher layouts and assign those by different profiles. I was not able to figure this out. Can you provide guidance or create a video to show this? I have a lot of objects I would like to remove from the list or even sort the order of them
I inherited an org with this already enabled. My users aren't able to edit the Salesforce records from the side panel in Outlook. Do you know which settings would allow users to edit SF records from the plugin?
This is great.. Thanks u v much.. How can we use custom AURA components to create event in salesforce from outlook using this integration??
THanks Deepak! Unfortunately I'm not that clever sorry. I don't do coding, but sounds like you might be able to answer that question better than me? Best of luck with it. I'm sure there might be an article out there somewhere (or forum) to help :)
hi Adam, Thank you for your video first of all. it was very helpful. By any chance do you know to track those emails in salesforce? Let's say I want to get a list of contacts (with some other email details) whom I and other my team members emailed to. How can I get this information in SalesForce and make a dashboard.? Thank you in advance.
Also, I can't figure out how to get the full list of new record types. I'm limited to new task, event, or contact.
Great video! One thing I'm curious about is what (if any features) are available when you're making a calendar event in the Outlook Calendar. Are you able to create a meeting and then have it associate with a contact/account/opportunity?
Good question! Yes, with the integration you get a sidebar pop out in the Outlook application and there you'll be able to sync calendar events or find a contact to create an event against. :)
I got the Salesforce side bar in the Outlook's right side but I can't sync my outlook calendar to salesforce...
Would be appreciate if you can make a video on how to do the sync :)
Can you track the activity or not. Since eac runs through aws and I heard you say you can track with your email integration, but with with eac you cannot?
Great content! One question, what is the difference between Salesforce for Outlook and Outlook integration set up ? Are they same ?
:?
To be honest they changed it quite a lot. When I started out (in Classic) it was just a case of installing the application and it worked but they changed it to a paid license for the full thing and then this more lightweight version for free. Let me know what you find :)
I have question: For security reasons, we have blocked access via the web interface at our company. What would be the best solution here? Thanks
When I am trying to log email to a custom record an error appears "We can't log email to this record type". Do you know what could be the problem?
Hi! i have done this in my Salesforce but I am seeing that I am not able to reply the customer email from salesforce, why is that ?
Does this integration work for a community partner user? pls answer me
How long from start to finish to install the Outlook API for Salesforce? How many man hours?
Can we log the Email Activity from Outlook or gmail to salesforce . My replies are not logging into salesforce . What may be the reason.
Thanks for the video. We are choosing not to mass import contacts. Can contacts be added from the Outlook Contacts area to SF manually? Also, when a contact is updated in Outlook, will that contact be updated in Salesforce?
Hi there, no - the contact won't update in both places if, by update, you mean the Salesforce record and the Outlook Contact record? Using the Salesforce plugin, you can manually chose to move an email to a contact or account record in Salesforce one by one, yes. :)
how to Sync Outlook events to Salesforce ?? please share me trailhead module for the same.
Thanks. This has helped me understand how this plugin works. One of our users has reported that they can no longer use the plug in. It seems they used to just go straight in ... With authentication ..., but now it is asking them to login with password and they say it just hangs and won't go in. I do know another admin has recently changed web page Salesforce login so the user chooses SSO or password login. Would this be causing it? And how can we make SSO default for the plugin? Thanks
Great questions. My recommendation (without it sounding a cop-out) would be to raise a Salesforce Support Case so they can have a proper look behind the scenes...see if there is a setup or permissions issue or a firewall/connection thing preventing it working. Hope you get is sorted - let us know here if you do and the outcome/remedy. :)
Regarding Einstein Activity Capture,
I have implemented EAC into a testing environment and I am having the hardest time trying to prevent it from syncing every new email it detects with every single record that the contact is associated with. If I have 3 different opportunities going for a single contact, I don't want all 3 email threads ending up on all 3 opportunities.
Is there a way to configure EAC so that emails ONLY associate with the record that the email was sent from - or if an email comes in without any context it can just sit on the Contact record's activity timeline (and, again, not be on any related records like the Opportunities).
I have followed countless tutorials and have been skimming through any SF help article that mentions EAC. I'm not seeing anything about turning off this overly-aggressive association, but (even more frustratingly) I can't even find anything that tells me that I can't do this.
Would greatly appreciate any insight!
Thanks. We are using EAC but how do the reply email come back into EAC. .SF told me I have to take my long service email address and BCC it in my Outlook contact in order to track the reply into the EAC. BUT, how would the reply sender know to REPLY TO ALL in order to capture the BCC email address? What am I missing?
Yeah good point. There is 100% no way a customer (or anyone) is going to even know there is a BCC there in the first place let alone reply all. The answer has to be either the reply to email is routed through to Salesforce OR you'll have to setup an Email Relay perhaps? I'd go back to them with the problem and get them to give you a better solution. If you're using Cases (as part of a support function for users) then check this out, might help too: help.salesforce.com/s/articleView?id=000386017&type=1
As long as you are using the 'support' email as the sending email (the one registered in Salesforce for use) then it will route back into Salesforce without the BCC needed. You also need the thread in the subject if wanting it to map to a Case.
Could this work for syncing Outlook calendar with Salesforce calendar??
Hi there, it used to but I think thats moved to a different paid feature (I think I mention it at the beginning screen when setting up)?
Honestly, the add-in in outlook is so hidden, it's insane!
It's not the best, but once you get it working it should be better. Hopefully :)
Man you should apply to be Salesforce Evengelist,you are so amazing, I guess they may have vacancy also
Haha - I don't know if that exists, but they're usually a lot more involved with Salesforce directly than me....I'm probably too 'quirky'. haha
I guess you wouldn't just in stall the outlook/Salesforce "Add-on" or is this the same as that? Oh, great video thanks for all the great nfo..
You're welcome. So SF used to do the install of that old component in Classic but in Lightning they have this new service and now charge for the enhanced version. Hope it works for you. :)
does it work with outlook desktop app 2013? for me it says clear your cookies and try again
My recommendation would be to raise a Salesforce Support case. They will then be able to give the latest info in case this documentation is old - help.salesforce.com/s/articleView?id=sf.email_int_overview.htm&type=5
Hi Adam, how are you ?
Is it able only for Gmail and Outlook ?
Yes, it is at the moment. I think Salesforce think those are the only email clients anyone would want to use.
Than you for the reply@@AdamFoyston
What about the desktop version of outlook?
This works for the desktop version too. It's a plugin/add-on to the exchange client. Salesforce are changing things all the time so best to check out the latest supported versions on their site here: help.salesforce.com/s/articleView?id=sf.outlookcrm_user_setup.htm&type=5
6 minutes in and still no idea how to integrate...
:? Sorry - I have been known to waffle. That's why I do the chapters....I'll try harder next time.
Salesforce SUCKS. It's decommissioning the only thing we've used that hasn't broken over the years, the Salesforce Outlook Add-In. Now we have to configure our Office 365 Exchange server manually. Salesforce is an absolute joke of a company with a crappy product. I cannot figure out why it's so popular.
I am new to this, I was trying to integrate salesforce with outlook but salesforce doesn't show up after being installed on outlook. So are you saying outlook and salesforce can't work together anymore?
@@rameeshar707 There is an add-on in the Microsoft Store that you can install.