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Sales Productivity
Outlook and Gmail Integration

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Outlook and Gmail Integration

Sales reps spend a good portion of their day working in their email, and switching back to Salesforce to get customer, prospect, and opportunity information. Isn’t it time to use email and Salesforce together? The Salesforce integration with Outlook® and Gmail™ helps your reps manage their sales more efficiently. Your reps can view, edit, and add Salesforce records directly from their email, and relate emails and events to Salesforce records.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available with Sales, Service, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
  • Outlook and Gmail Integration and Inbox Email Productivity Features
    Email integrations provide sales reps with Salesforce data directly in Microsoft Outlook and Gmail. Review the features available in each environment.
  • Considerations for Email Privacy Preferences in the Outlook and Gmail Integrations
    Your prospect’s and customer’s email privacy is important. Help to ensure that their email restrictions and privacy are respected when sales reps send emails from the Outlook and Gmail integrations.
  • Outlook and Gmail Integration License Support
    You can set up the Outlook and Gmail integrations for users who are assigned to Sales Cloud, Service Cloud, and some Lightning Platform licenses. If you extend the integration with Salesforce Inbox, users require an Inbox license.
  • Set Up the Outlook and Gmail Integrations
    To integrate Salesforce with Microsoft® Outlook® or Gmail™ requires a server-side setup and a client-side setup. After setup, you can either use the default email application panes or customize them to meet your reps needs.
  • Use the Outlook and Gmail Integrations
    Increase your productivity and work smarter and faster without leaving your email application. With the integration to Salesforce, see relevant Salesforce records in Outlook® and Gmail™, and relate email messages to Salesforce, keeping your teammates up-to-date with your communications.
  • Give Outlook Access to Salesforce
    To view and work with Salesforce data in Microsoft® Outlook®, and to relate emails to Salesforce records, reps must give Outlook access to Salesforce.

See Also

 
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