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Connect your Salesforce System to Microsoft OutlookTM.Salesforce Lightning Outlook

Salesforce is fully integrated with the familiar Microsoft Outlook,™ allowing sales professionals to focus more time on selling instead of learning a new email system.

With a single click, you can schedule a meeting, send an email, record an activity, and update your Salesforce system. All emails, calendar events, and tasks can be linked to the right contact, customer, lead, or opportunity.

Updates to either Outlook or Salesforce can be done with every meeting invite or email, then shared automatically with the whole team.  Keep everything organized and everyone in sync.

 

Key Benefits — Outlook Integration

  • Saves time with one-click updates.
  • Accesses essential sales information — even offline.
  • Automatically synchronizes sales data.
  • Meets your sales needs with a customized sales tool.