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Help to eliminate efforts on redundant data entry into two applications. It will help to save time of Sales reps in entering data and switching between the two applications If this feature is not already enabled, make sure SFO is not running, enable the feature, and then wait until the mailbox data is fully downloaded and that Outlook shows that all folders are Install Salesforce for Outlook (SFO) Before you start your installation, complete the following actions: Make sure Outlook Exchange Cache Mode is enabled. It can also relate Events to records within Salesforce, however if you’re looking for a more automated sync of Events, you’ll need to look into Lightning Sync. Lightning for Outlook can link emails to Contacts, Leads, Accounts, Opportunities, and Cases. What is the difference between Salesforce for Outlook and lightning for Outlook? Salesforce for Outlook works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA). This lets users view Salesforce contacts, leads, accounts and opportunities in the context of an email from a customer. Does Salesforce for Outlook work with Office 365? We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture. Salesforce for Outlook is retiring in June 2023. Is Salesforce for Outlook still supported? If nothing happens, try to restart your computer and see if the icon shows up. If SFO icon is not present, try to run it by double clicking on the icon from the Desktop and wait a few seconds to see if it shows up in the System Tray. Make sure the Salesforce for Outlook SFO icon is present in the system tray.
Why is my Salesforce to Outlook not working? If you use Office 365, allow Salesforce access from the Office 365 Outlook on the web domain. If reps use Outlook on the web, in the Microsoft Outlook Web App Domain section, add the domains that you want to allow access to Salesforce. Enable Let users access Salesforce records from Outlook.