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            Use the Outlook and Gmail Integrations

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            Use the Outlook and Gmail Integrations

            Increase your productivity and work smarter and faster without leaving your email application. With the integration to Salesforce, see relevant Salesforce records in Outlook® and Gmail™, and relate email messages to Salesforce, keeping your teammates up-to-date with your communications.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            • Get the Outlook Integration via the Salesforce Add-In
              To use the integration, each Outlook user needs the Salesforce add-in for Microsoft Outlook. How each user gets the add-in is up to the email administrator and IT department at your company. After the add-in is installed, open it in Outlook, connect your email account, and then manage the add-in like you do other Microsoft add-ins.
            • Get the Gmail Integration
              To start using the integration with Gmail™, get the Salesforce extension from the Chrome Web Store and connect your email account.
            • Outlook and Gmail Integration Tour
              The integration appears as a side panel next to an open email or event in your email.
            • Considerations for Outlook Shared Folders in Outlook Integration
              Sales reps can log emails and events to Salesforce from Outlook shared folders. For example, someone delegates access to their inbox or calendar to a teammate, or a group uses a shared email address such as info@company.com. Review the considerations about how the Outlook integration features work in shared folders.
            • Gain Speed and Consistency with Email Templates
              Whether it’s writing to prospects or customers, sales reps craft emails quicker with email templates. In Salesforce, reps can create email templates that address different business needs. When they’re ready to send an email, reps pull up the template in their email application pane, and tweak the content as needed. Using templates with integration to Microsoft® Outlook® and Gmail™ also ensures consistent messaging from your team to your customers.
            • View and Work with Salesforce Data in Outlook and Gmail
              With the integration, you can access Salesforce data from an email and create Salesforce records without leaving your email application. Staying in the email application saves you time and helps ensure that Salesforce is up to date with the latest communications.
            • Outlook and Gmail with Inbox Productivity Features
              If you have an Inbox license, you have productivity tools available while composing emails. Use the tools to work even faster and smarter while communicating with your customers and prospects.

            See Also

             
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