Keep your opportunities on track when you access sales-related records in Microsoft Outlook Web App (OWA), Outlook 2016, and Outlook 2013, along with Office 365™.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To set up Lightning for Outlook||“Lightning for Outlook”|
|To authenticate the connection between Microsoft Exchange and Salesforce||"View Setup and Configuration"|
In Outlook, select an email in either the Inbox or Sent Items, or an event you’re attending in your calendar.
Scroll to see a combination of up to 15 contacts, leads, person accounts, and users, as well as up to three related accounts, opportunities, and cases. And if you’d like, add the email or event and its attachments to multiple contacts—provided your administrator enabled Shared Activities. You can also add email, its attachments, and events to one other record that accepts tasks, like an opportunity, a lead, or a case.
Create Salesforce records, such as events, opportunities, and leads.
To see key details about the record, select it in Outlook. Or see complete details about the record directly in Salesforce.