Salesforce Plugin For Outlook Web App

Salesforce plugin for Office 365 and Outlook Web App lets you sync your Salesforce1 and Outlook contacts syncs your Salesforce campaigns, cases, leads and opportunities. Track email conversations with Salesforce emails right inside Outlook.

Keep a close eye on your pipeline with the Salesforce for Outlook Web App plug-in. From outlook, you can view and manage records from your Salesforce accounts, create reminders based on those records, and even schedule emails to be sent later.

Outlook Web Access for Salesforce, or simply OWA for SFDC, is a valuable tool for companies that use Salesforce. You can use this plugin to work seamlessly with Outlook Web App and Salesforce Classic. It will save you time by syncing all your email messages from your inbox to any of your Salesforce records. Syncing emails helps keep you organized and on top of your game. If a client emails you about an opportunity, this plugin will easily sync the email over to a case record. The best part is it’s completely automated!

salesforce plugin for outlook web app

Lightning for Outlook: We can set up Sales Reps to connect Salesforce from Microsoft Outlook. Team can manage from OWA ( Outlook Web App ) also they can add email and attachments to Salesforce records. They can create Salesforce records using global action. It’s very fast no need to login again and again with Salesforce.

Let’s configure Lightning for Outlook.

  • Click Setup
  • Click Email
  • Select Lightning for Outlook
  • Create Email Application Panes New – you can select object which objects you want to show in panel.
  • Click New
  • Below screen we can select object as well Label of Email Application Panel
  • Click Save and after click Activation
  • Create Lightning for Outlook Publisher Layouts
  • Above layout we can select which type of actions e.g. : New Contact, New Account, Account, Contact, Opportunities, Services etc.
  • Now we have to add domains of Microsoft
  • Add add-in for Salesforce in your OWA.
  • Click here to get add-in from Microsoft website.
  • Login with your Salesforce details.
  • We already configured Lightning for OWA as well as added add-in.
  • Above screen we are getting from Salesforce about sender which is Divyesh Ardeshana.
  • From OWA it self we can create below action to SalesforceNew Event
  • New Contact
  • New Service Files
  • New Lead
  • Above list we can modify through “Lightning for Outlook Publisher Layouts” where you can select actions.

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