In this unit we’ll be learning how to set up Outlook Integration. Let’s start by logging in to our Salesforce org.
After logging in, from your Salesforce Lightning homepage top right corner. Click the cog icon and select Setup.
From the top left corner of your Salesforce org click on the Quick Find box and type in the word “Outlook” and then select Outlook Integration and Sync.
On the Outlook Integration and Sync setup find Outlook Integration and enable it by clicking the button to the right.
Once you’ve done so, scroll down until you see Use Enhanced Email with Outlook and go ahead enable this feature as well.
Now, click on Activate and Notify Reps.
And then hit the Edit button.
After clicking the Edit button check the Active checkbox and hit Save.
Upon saving there’s a pop-up pane asking if you want to Send Notification Email or Skip This Step. For now, let’s just skip so hit Skip this Step button.
Once you’ve done that, open up you’re Microsoft Outlook. From your Microsoft Outlook select Get Add-ins.
After clicking Get Add-ins a windowpane will pop up. In the search bar type in the word “salesforce”.
Results will show, select Salesforce and then click Add to install.
Now, from your Microsoft Outlook locate the Salesforce icon on the top right-hand corner and click it.
Upon clicking the Salesforce icon there is a pane that will appear on the right-hand corner that will prompt you to log in. Click Log in to Salesforce.
Once the login screen appear type in your credentials and click Login.
After logging in, you will be prompted to enter a verification code. Verification code will be sent automatically to your mobile or email. Once completed, click Confirm.
You’re now ready to use your Microsoft Outlook integration.