Salesforce is a popular CRM tool, but can it integrate with Outlook? The answer is yes! There are a few different ways to go about integrating Salesforce with Outlook, and the best method for you will depend on your needs.

If you just want to view your Salesforce data in Outlook, then you can use the Salesforce for Outlook plugin. This plugin syncs your Salesforce data with Outlook, so you can see your contacts, leads, and opportunities right in your inbox.

Salesforce can integrate with Outlook in a few different ways. One way is to use the Salesforce for Outlook plugin. This plugin allows you to sync your Salesforce data with Outlook, so you can view and edit your data in either application.

Another way to integrate Salesforce and Outlook is to use the Salesforce Lightning for Outlook add-in. This add-in allows you to create and track emails from within Outlook, as well as view Salesforce data in Outlook without having to switch between applications. Finally, you can also use the Office 365 connector for Salesforce to sync your Salesforce data with Outlook.

This connector will allow you to view and edit your data in either application, as well as receive notifications about changes made in either application.


Can Salesforce Integrate With Outlook?


How Do I Set Up Integration in Outlook With Salesforce?

If you’re a Salesforce user, you know that integration with Outlook is essential for keeping your data organized and up-to-date. Fortunately, setting up the integration is a relatively simple process. Here’s a step-by-step guide to get you started:

1. Log in to your Salesforce account and click the gear icon in the top right corner. 2. From the dropdown menu, select “Setup.” 3. In the left sidebar, under “Build,” expand the “Customize” section and select “Outlook Integration.”

4. Click the “Enable Outlook Integration” button. 5. Follow the prompts to log in to your Microsoft Outlook account and grant permissions to Salesforce. 6. Once you’ve completed all of the steps, click “Finish.”

7. That’s it!


Is Salesforce for Outlook Still Supported?

Yes, Salesforce for Outlook is still supported. However, there are some important things to keep in mind. First, Salesforce for Outlook only works with the Windows desktop version of Outlook.

Second, in order to use Salesforce for Outlook, you must have a paid Salesforce subscription. Finally, only certain editions of Salesforce are compatible with Salesforce for Outlook.

Is Outlook And Salesforce Integration Free?

Salesforce and Outlook integration is not free. In order to use the two together, you must have a paid Salesforce account and an Outlook account that supports Exchange Server. Once you have those set up, you can follow these instructions to integrate the two:

1. In Salesforce, go to Setup -> Customize -> Cases -> Email-to-Case. 2. Select the checkbox for “Enable Automatic Case Creation.” 3. Click “Save.”

4. Now go to Setup -> Customize -> Activities -> Activity Settings. 5. Under “Record Type Settings,” choose the record type that you want new activities created for (this will be determined by which objects in Salesforce are associated with your Outlook email address). 6. Scroll down to “Outlook Integration Settings” and select the checkbox next to “Enable Integrated Email.”

What is the Difference between Salesforce for Outlook And Outlook Integration?

Salesforce for Outlook is a plugin that allows users to access their Salesforce data from within Microsoft Outlook. The plugin synchronizes Salesforce data with Outlook, meaning that changes made in either application will be reflected in the other. Outlook integration, on the other hand, simply allows users to send emails from within Outlook and have those emails automatically added to Salesforce as records.

There is no synchronization between the two applications – changes made in one will not be reflected in the other.

How To Integrate Salesforce With Outlook In 2021| Salesforce Outlook Integration

Salesforce Lightning for Outlook

Salesforce Lightning for Outlook is a powerful tool that can help sales teams increase their productivity. It provides users with the ability to access Salesforce data from within Outlook, allowing them to view and update records without having to leave their inbox. Additionally, users can take advantage of features such as email tracking and calendar synchronization to help manage their sales activities.

Salesforce Outlook Integration Trailhead

Salesforce Outlook Integration Trailhead The Salesforce Outlook Integration Trailhead module provides detailed information about how to configure the Salesforce for Outlook application. This includes setting up the application, configuring synchronization options, and troubleshooting any issues that may arise.

The module also covers advanced topics such as customizing the synchronization process and working with multiple Salesforce orgs. By the end of this trailhead module, you will have a better understanding of how to use Salesforce for Outlook and be able to effectively configure it to meet your needs.

Salesforce Add-In for Outlook 365

Salesforce Add-In for Outlook 365 is an add-in that allows you to access your Salesforce data directly from Outlook 365. With this add-in, you can view your Salesforce contacts, leads, and opportunities in Outlook 365, as well as create new records directly from Outlook 365. This add-in also allows you to sync your Salesforce data with Outlook 365, so that you can view your Salesforce data offline.

Salesforce Outlook Integration Deprecated

Salesforce Outlook Integration Deprecated The Salesforce Outlook integration is being deprecated. This means that the current integration will no longer be supported and users will not be able to connect their Salesforce account to Outlook.

Users who are currently using the integration will need to find an alternative solution. There are a few alternatives to the Salesforce Outlook integration, such as the Lightning for Outlook add-in or the Salesforce for Microsoft Office 365 add-in. Both of these solutions allow users to continue using Salesforce within Outlook.

However, they each have different features and functionality, so users should evaluate which one is best for their needs. The Salesforce team is working on a new tool that will replace the current outlook integration. This new tool is called InboxSDK and it allows developers to build applications that work inside of email inboxes.

InboxSDK supports a variety of email providers including Gmail, Yahoo! Mail, and Microsoft Outlook. Developers can learn more about InboxSDK on the official website (


Salesforce is a popular CRM software that can integrate with many different email platforms, including Outlook. There are many advantages to using Salesforce with Outlook, such as being able to track emails and contacts, getting real-time updates on sales opportunities, and more.