Set Up Engage for Outlook
To send and track emails from Outlook, set up Engage for Outlook.
Required Editions
| User Permissions Needed | |
|---|---|
| To set up Engage for Outlook | Customize Application |
Note
Salesforce Engage is now known as Sales Emails
and Alerts. You can expect to see the previous name in a few
places until we replace it, including in the app
itself.
- Enable Lightning Experience in your org. Users don’t have to use Lightning Experience, but it must be enabled in your org.
- Turn On the Integration with Outlook.
- Enable Email to Salesforce. Have users check their Email to Salesforce settings to make sure that the email address they’re using with Outlook is mapped. For more information, see How Does Email to Salesforce Work?
- Enable Enhanced Email.
- Enable Engage for Outlook (in Outlook Integration setup).
- Ask users set up their email to Salesforce. Send them to Set Up Email to Salesforce for help.
- Customize the Outlook Integration Pane.
-
To allow users to view a prospect’s activities from Outlook, create custom email application panes.
Engage for Outlook requires the People component, which is already included if you cloned the default Salesforce layout. If you create a layout, add the People component. Navigate to Custom | Managed | Engagement History, and add the component to your email pane.
- Activate and assign email panes for users.
- Add the Salesforce Add-In from the Microsoft® Exchange® Center.
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