Outlook Integration and Outlook Integration with Inbox

 The Salesforce Outlook Integration connects Microsoft Outlook with Salesforce, enabling teams to stay in sync without manual data entry or switching between applications.

Key Features of Outlook Integration

• View Salesforce Records in Outlook: See related Contacts, Leads, Opportunities, and Cases alongside your emails without leaving Outlook.
• Log Emails and Events: Manually log emails and calendar events back to Salesforce records with a single click.
• Create Salesforce Records: Create new Contacts, Leads, Tasks, and other records directly from the Outlook add-in.

Outlook Integration with Inbox

The Inbox add-on provides additional productivity features for users with an Inbox license:

• Send Later: Schedule emails to be sent at a future date and time.
• Email Tracking: Receive notifications when recipients open your emails.
• Calendar Integration: Sync calendar events between Outlook and Salesforce.

Users need the Inbox license and the "Use Inbox" user permission to access these features.

Requirements

• Lightning Experience
• Enterprise, Performance, or Unlimited edition
• Supported version of Microsoft Outlook (check Salesforce Help for current system requirements)
• For Inbox features: Inbox license or High Velocity Sales license

Setting Up the Integration

Salesforce administrators set up the Outlook Integration by installing the Salesforce add-in from the Microsoft AppSource store and configuring it in Salesforce Setup. Users then connect their Outlook accounts and can start using the integration.

Salesforce Inbox Demo