Set Up Sales Teams to Experience Salesforce in Microsoft® Outlook® | Salesforce
Set Up Sales Teams to Experience Salesforce in Microsoft® Outlook®
Help your sales teams see and create Salesforce records with global actions directly in Outlook Web App (OWA), Outlook 2016, and Outlook 2013.
Available in: Salesforce Classic and Lightning Experience
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To enable Lightning for Outlook
From Salesforce Setup, enter Lightning for Outlook in the Quick Find box, then select Lightning for Outlook Settings.
Enable Lightning for Outlook. Save your changes.
After the whitelist and mapping sections appear, there’s no need for you to change them.
Choose the environment in which you’re setting up Lightning for Outlook.
Help your sales teams help themselves! From the Microsoft Office Store, make Lightning for Outlook available for your sales teams to install. That way, you spend less time installing Lightning for Outlook for fewer teammates.
If you’re using Exchange 2016 or 2013 on-premise, update Exchange Metadata URL. Then, update the whitelist domains in the next section.