SALESFORCE FOR OUTLOOK PLUGIN
Ahmed HAMMAMI
Posted on June 21, 2024
A quick guide how to setup Salesforce for Outlook plugin.
First, The user must install the Salesforce Add-in from outlook by clicking on this icon in the outlook toolbar.
And type 'Salesforce' in the search bar, install the first add-in
called just 'Salesforce'
Once the add-in is added, the user must connect to respective salesforce org, usually production.
if you want to login using SOO and not with Username and password, click on use a custom domain' and enter your custom domain's name.
you can find it by checking the URL in your org for example : {https://Domain.lightning.force.com/} you just need the custom domain, not the whole URL.
and click ok, then you will be able to see the button to login with SSO.
After the add-in is installed and connected, the user may access salesforce for outlook buy clicking on the icon directly or in the menu when clicking the 3 dots at the right,
Note that you must click on an email or meeting, or be in a meeting creation window to see the salesforce icon
Once in an email window, if the email addresses are related to contacts or users in your connected org, Salesforce will do a quick search and fetch you these records
The user can just click the '+' button at the top left and create new records, events, calls, they could even create a new contact record without leaving Outlook
they could also make a quick search to fetch salesforce record directly.
A simple use case:
If you click on a contact name while in a meeting window you will have the record details of that contact, plus a button 'LOG' that would take you to a form to add an event related to that contact.
Posted on June 21, 2024
Join Our Newsletter. No Spam, Only the good stuff.
Sign up to receive the latest update from our blog.