Viktige punkter om kjøring av Outlook-integrering og Salesforce for Outlook (avslutning) samtidig
Du kan aktivere både Outlook-integrasjonen og Salesforce for Outlook-sidepanelet i samme organisasjon, men brukere kan ikke kjøre begge Microsoft®-integrasjonsfunksjonene samtidig.
Nødvendige utgaver
Outlook-integrering er tilgjengelig i Salesforce Classic og Lightning Experience i Essentials, Group, Professional, Enterprise, Performance, Unlimited og Developer Edition.
Salesforce for Outlook er tilgjengelig i Salesforce Classic.
For å hindre at brukerne går med flere e-postintegreringsfunksjoner, kobler Salesforce automatisk fra Salesforce for Outlook-sidepanelet når brukere kobler til med Outlook-integrering. Brukere som bruker Outlook-integrering, kan fremdeles laste ned, installere og synkronisere med Salesforce for Outlook, men bare Outlook-integreringspanelet kan kjøres i Outlook.
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