Keep your sales opportunities on track when you access sales-related records directly from Microsoft® Outlook® Web App (OWA), Outlook 2016, and Outlook 2013, along with Office 365™.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To set up Salesforce App for Outlook||“Salesforce App for Outlook”|
|To authenticate the connection between Microsoft Exchange and Salesforce||"View Setup and Configuration"|
In Outlook Web App (OWA), Outlook 2016, or Outlook 2013, select an email in either your Inbox or Sent Items, or an event you’re attending in your calendar.
Scroll right 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 and its attachments to multiple contacts—provided your administrator enabled Shared Activities enabled. You can also add the email and its attachments to one other record that accepts tasks, like an opportunity, a lead, or a case.
Create Salesforce files on the fly, like events, opportunities, and leads.
Select the record to see more details about it in your email application. Or get complete details about the record or the email added to it directly in Salesforce (4).