Step:1 Download Salesforce for Outlook installer. SETTING UP SALESFORCE FOR OUTLOOK Integration: Note: It doesn’t support using Salesforce for Outlook with Apple Mac OS. SALESFORCE FOR OUTLOOK SYSTEM REQUIREMENTS:ĭownload and Install Salesforce for Outlook v2.2.0 or later. Microsoft Outlook integration with salesforce application that you install, Syncs contacts, events, and tasks, attachments between Outlook and Salesforce and view Salesforce records related to the contacts and leads in your emails and events in Outlook. Here I am presenting easy and simple steps to integrate your Outlook to Salesforce: If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems.
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