Get your systems ready to create Salesforce contacts, and view contacts, leads, and users. Even see related accounts, opportunities, and cases 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|
|To set up Lightning for Outlook||“Lightning for Outlook”|
In OWA, Outlook 2016, or Outlook 2013, select an email in either the Inbox or Sent Items, or an event in the calendar. Select Salesforce. A prompt appears for logging in to Salesforce.
After you log in to Salesforce, relevant records appear.