At the Build conference earlier this year it announced a Starbucks for Outlook add-in. Microsoft is sure putting Outlook to some interesting uses. Lightning Sync is available at no additional cost for those with Sales Cloud Lightning Enterprise Edition or higher. The new add-in is now available from the Office Store for Sales Cloud users. Also, because it’s web-based, it integrates with both desktop Outlook clients as well as OWA (Outlook Web App). Microsoft has not given a release date for that feature. Salesforce’s Lightning For Outlook is an entirely cloud-based application and comes with numerous apps, including automatic updates and upgrades as well as the ability to customize the product. Anyone using Outlook 2010 or older is out of luck.Įventually you will also be able to add custom sales apps directly into Outlook, creating permanent shortcuts for tasks such as updating a price quote using SteelBrick. The Lightning for Outlook add-in works only on Outlook 2013 for Windows, Outlook 2016 for Windows, Outlook 2016 for Mac or Outlook on the web with either Office 365, Exchange 2013 or Exchange 2016 mailboxes. The issue is that after they user types in the credentials, it looks like user is logging in but after 2-3 seconds it is auto logged off. Mac users need integration to Outlook (add email, create case, and contact, calendar, task syncing).Please only comment or vote for the above features. If there is a caveat it is the restrictions on supported versions of Outlook. few users in my company have problems with loging in to salesforce after they try to login via Salesforce for Outlook plugin from withing Outlook 2010.
Outlook 2016 for mac and salesforce update#
Manually adding contacts or calendar events from email to CRM or having to move back and forth between the two waste a lot of time.Įnter Lightning for Outlook, an add-in that bridges the gap by allowing users to search, view and update Salesforce CRM entries connected with their email accounts within Outlook itself. “Yet, CRM and email have traditionally been disconnected tools, and sales reps have had to spend valuable time toggling between these apps,” the company noted. Microsoft made the announcement via the Office blog, noting that sales reps rely on two primary tools Customer Relational Management (CRM) and email. The cooperation between Microsoft and continues, this time with a new connector for Outlook that links Salesforce connections to the Outlook contact and calendar manager.
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