Your organization, however, may differ with what you can sync and the direction you sync.Available in Lightning Experience and Salesforce Classic.This lets users view Salesforce contacts, leads, accounts and opportunities in the context of an email from a customer. This keeps your data synced automatically. In most cases, organizations set up Salesforce for Outlook to sync contacts, events, and tasks both ways between Outlook and Salesforce. Salesforce for Outlook runs as a sidebar plugin within the main mail window of Outlook, with or. Salesforce for Outlook will work with Outlook client versions 2012/2013/2016, however, will not work with Mac, and is a purely client-based application, meaning that Outlook will need to be up and running on your computer for it to synchronize data.
Outlook 2016 And Salesforce License With SalesExchange 2019, 2016, or 2013 on-premisesIntegrating Salesforce with Outlook requires Exchange server settings and general knowledge of the server setup. To set up more than 100 users for Einstein Activity Capture, a paid upgrade to Sales Cloud Einstein, Inbox, or High Velocity Sales is required. 14 or above, Outlook 2016 (or above) for Mac.Supports up to 100 users on the Standard Salesforce license with Sales Cloud purchase. Requires the Standard Salesforce license with the purchase of Sales Cloud, Service Cloud, or Lightning Platform.Welcome to Salesforce, the award-winning cloud computing service designed to help you manage your customer. You can get the Salesforce App. You can read the full announcement from Salesforce as well as more about the app here.Google Chrome™, most recent stable version Exchange hybrid deployments (supports capture functionality only)For Outlook on the web users, any of these browsers that allow cookies from Salesforce: Exchange Server 2019, 2016, or 2013 on-premises Free adobe animate download for macPlus, when subsequent activity occurs on added emails or events, that new activity is automatically added to Salesforce.Sharing settings let you decide who can view the related emails and events, so that teams work together better.Gives sales reps critical sales context alongside relevant emails.Makes it easier for reps to send the timely communication to prospects and customers.Shows a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture.Visualize activity data and break it down into meaningful ways, such as by activity owners, activity types, and dates.Activity metrics (Not available with Einstein Activity Capture Standard)When you include Activity Metrics fields on list views, page layouts, reports, triggers, processes, and so forth, the data reflects activities that were added to Salesforce manually and by Einstein Activity Capture.Gives sales teams the complete picture about activity data, and lets you create processes based on activity data.Recommended connections (Not available with Einstein Activity Capture Standard)Lead and contact records show which colleagues have the strongest connection to a prospect.Makes it easy to connect with prospects to find new business.Maria already reviewed the Einstein Activity Capture system requirements and it’s a good fit for Ursa Major’s syncing needs. If you also have Inbox, some data is stored using a public cloud provider.Data is stored on Microsoft servers, Salesforce servers, and some data is stored using a public cloud provider.Emails and events that reps send and receive are automatically added to the activity timeline of related records.Sales reps don’t waste time logging emails and events to Salesforce records. Microsoft Edge, most recent stable version (Windows only)Data is stored on Microsoft servers and Salesforce servers only. Apple® Safari® 10 or later, most recent stable version recommended ![]() ![]()
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