How To: Integrate Outlook with Salesforce! (Tutorial and Feature Demo)

Hey Salesforce Friends! 👋

LINKS

Timecodes
0:00 - Intro & Overview
2:59 - What is Lightning Sync?
5:00 - What is Einstein Activity Capture?
10:11 - Setting Up Outlook in Salesforce
15:00 - Install the Salesforce Outlook Add-In
17:26 - Authenticate Salesforce in Outlook
19:08 - Demo: Add Emails to Salesforce
20:52 - Demo: Review Salesforce Records in Outlook
22:20 - Demo: Create a New Record (Task)
25:33 - Learn More/Outro

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May the Salesforce be with you! x

[JamesKesler-nn]

3:44 is super useful because every other tutorial I've seen mentioned Lightning Sync and nobody addressed that it isn't available anymore. Also, Chrome seems to work now, at least for me. I am having issues with figuring out how to add it to my toolbar.

[cyberwomen]

Thank you for putting demo version and explanation in more practical way.

[sergioitalospagnolo]

Is it possible also to integrate outlook calendar with Salesforce?

[SkoolKidzNerd]

I don't have a setup button in my Salesforce.

[JamesKesler-nn]

Also, I can't figure out how to get the full list of new record types. I'm limited to new task, event, or contact.

[VaughnG-ks]

Regarding Einstein Activity Capture,

I have implemented EAC into a testing environment and I am having the hardest time trying to prevent it from syncing every new email it detects with every single record that the contact is associated with. If I have 3 different opportunities going for a single contact, I don't want all 3 email threads ending up on all 3 opportunities.

Is there a way to configure EAC so that emails ONLY associate with the record that the email was sent from - or if an email comes in without any context it can just sit on the Contact record's activity timeline (and, again, not be on any related records like the Opportunities).
I have followed countless tutorials and have been skimming through any SF help article that mentions EAC. I'm not seeing anything about turning off this overly-aggressive association, but (even more frustratingly) I can't even find anything that tells me that I can't do this.

Would greatly appreciate any insight!

[cameronw]

great tutoria/demo! thank you! liked/subbed.

[andreinacuellorondon]

Hi! i have done this in my Salesforce but I am seeing that I am not able to reply the customer email from salesforce, why is that ?

[ignaciomenendez]

if the customer replies to your email, will it be shown in the activities section in salesforce? how can we achieve that in the contact object?

[cumakarakurt]

I have question: For security reasons, we have blocked access via the web interface at our company. What would be the best solution here? Thanks

[raynagiron]

You mentioned in the video that you can customize what objects show up in the list when you select log an email by customizing publisher layouts and assign those by different profiles. I was not able to figure this out. Can you provide guidance or create a video to show this? I have a lot of objects I would like to remove from the list or even sort the order of them

[haseebaraiin]

When I am trying to log email to a custom record an error appears "We can't log email to this record type". Do you know what could be the problem?

[jimparton]

How long from start to finish to install the Outlook API for Salesforce? How many man hours?

[fireball]

Can you track the activity or not. Since eac runs through aws and I heard you say you can track with your email integration, but with with eac you cannot?

[rnadimpalli]

Great video! While creating the Evevt from outlook to salesforce, it is not capturing the correct time stamp from the opened email. Is it expected? Or is there any configuration required to capture this?

[ypsiofficial]

Does this integration work for a community partner user? pls answer me

[ckleber]

thanks for this! You've got a talent for making these vids!

[abhishek_Gupta]

how to diffrenciate that my record create from outlook OR my salesfroce org ?

[TRAVELIN-hpst]

Can we log the Email Activity from Outlook or gmail to salesforce . My replies are not logging into salesforce . What may be the reason.

[turkanseymurqizihasanzade]

hi Adam, Thank you for your video first of all. it was very helpful. By any chance do you know to track those emails in salesforce? Let's say I want to get a list of contacts (with some other email details) whom I and other my team members emailed to. How can I get this information in SalesForce and make a dashboard.? Thank you in advance.