salesforce for outlook plugin not working

See detailed instructions to run this test. It provides a summary describing the status of your connection. The test scans multiple connectivity points between Salesforce and your Exchange server. Conduct the Lightning Sync connection test to validate that it can interact with your Exchange server.Get more information on how to choose and configure a method for connecting to Microsoft Exchange. Select how you connect to your email server.Enter Sync in the Quick Find box, and select Outlook Integration and Sync. And where it’s necessary, we include links to nitty-gritty details in Salesforce Help. These measures provide descriptions of the high level you need to set up Lightning Sync.

Give instructions to your Sales Reps to set up Microsoft Outlook integration.Turn on Use Enable Enhanced Mail to Salesforce with Outlook and Email. Let reps link freshly composed email messages to records on Salesforce.In the Quick Find box, enters Outlook, select Outlook Integration, and Sync.Focus more on what matters most: their sales!.Access important Outlook email messages and relevant Salesforce records in one place, making it easier for prospects and customers to craft targeted, meaningful email communications.Eliminate the time they spend on redundant data entry into two applications.You also help the sales teams track important Salesforce record-related email conversations. Microsoft Outlook integration with the salesforce application that you install, Syncs contacts, events, and tasks, attachments between Outlook and Salesforce and view Salesforce records related to the contacts and leads in your emails and events in Outlook.Īlso Check: How can Salesforce and Outlook Integration Optimize Sales Process?īy integrating Outlook and Salesforce, you’ll help your reps spend less time inputting data and switching between the two devices. Nowadays both Outlook and Salesforce are vital to your daily work routine, you can increase your productivity by synchronizing between the two systems automatically.

Salesforce for outlook plugin not working