Salesforce Outlook Integration

Salesforce Outlook integration is one of the greatest platforms that has gained popularity for increasing the competition among all the business organizations. This platform is designed to focus on increasing the popularity of this is represented as associated with the particular institution. Most of the time, Salesforce and Outlook integration have started working with the motive of reducing the manual labor and efforts on behalf of the companies along with the time consumption for doing the tedious jobs. 

Management of the data along with the transferring of data so that all the integrated processes can be collaborated for keeping the personalized information confidential.

Before the development of the understanding associated with the sales force and the process of the outlook integration interface, we should have a fair idea about how Microsoft Outlook works. It is the other greatest platform for the management of personalized information which acts as a manager on behalf of Microsoft for allowing all sorts of clients to receive the notifications in the form of emails on their system or computers where we can send the responses back.

This platform has a greater number of functionalities that include the management of diverse kinds of personal data such as managing similar entries and calendar appointments in the form of contacts and events. Moreover, there are significant points for Microsoft Outlook that has forced the process integration with the highly efficient Salesforce platform.

For the development of the integration mechanism, we need to have a certain number of steps that need to be followed.

The very first step talks about the process of opening this is password is where we have to choose the setup button and go in favor of searching outlook which is provided within the specific box for finding quickly. The box is also known as the quick find box where we can make a selection of the outlook integration along with the synchronization tab.

The next process guides us to enable the integration of the Microsoft Outlook along with the lightning synchronization button so that every setting works in favor of the organization of events data and upcoming opportunities between the Salesforce and Microsoft Exchange platforms.

Now we have to move towards the box available in the use enhance email that is provided within the Microsoft Outlook interface and finally click over the button of active and notify reps. Now the next step we have to select the edit button for making any type of changes in hands email with the Outlook tab. After we have made a successful change now we have to click on the button named advanced email security settings so that we can address the changes that can be made active and finally we can save our changes by clicking the save button. After clicking the save button we need to follow the instructions one by one and click on them or we can choose another pathway of skipping the necessary instructions and popups after this step. You can follow this process by skipping the step command.

Now we have to again search for the Microsoft Outlook which is provided in the quick find box and select the Outlook configuration that we can move ahead with the process of clicking over the new Outlook configuration button. Now the time has come to enter the basic information such as your name and you will select your name as you want. Now you have to select the active checkbox true so that you can easily assign the relevant number of users who can access the profiles. You cannot navigate to the profile section for the selection of the users and there is also a need to show the users in the available manager option. You can also seek permission from Microsoft Outlook for choosing suitable users from the Microsoft Outlook interface for better synchronization of events and upcoming contacts.

The next step is to insert the required number of users in the particular place which is present on the left-hand side under the assigned to the members’ section. You can use the button named as add button for choosing the required number of lines and finally go in favor of assigning the users in the profile section by using the profile and grabbing permission from the outlook sync. The addition of the users can be made with help of add button and after that, we have to jump to the data setting section where we need to adjust with the default settings for the synchronization of all the items provided inside the outlook platform. After we have successfully synchronized the default sync settings to the outlook items checkbox, now our next step is to allow all sorts of users for the selection of the attachments which are provided in the form of the checkboxes according to your needs.

Now there is a separate process for the management of the contacts which is according to the synchronization direction so that we can choose the synchronization method in both ways by choosing the outlook always wins. After we do this, we have got permission where it allows the clients and the users to change the settings according to the requirement by using the checkbox and we can repeat this step for the management of tasks and events by entering the process by clicking the save button. Now you can switch all these procedures to the Salesforce classic and finally click on the other side set up usernames and select the options named as my settings.

After you have selected the option of my settings now, we have to search the outlook again in the quick find box for the selection of the Salesforce for Outlook and we can also scroll down the page towards the bottom side for opting for the download option with the use of download button. Now you need to check whether Microsoft Outlook is in open status or not if it is open you need to close and for that, you need to close it and go in favor of the installation of the setup file on your system.

The final steps are related to the installation of the setup for watching the video which is provided on the top side of the pages. After you have made the installation of the Salesforce for Outlook successfully, now you have to open the outlook interface for the synchronization of your email ID.