Salesforce for Outlook

Introduction

Salesforce for Outlook is an app you install in your Outlook email

client to help to keep the data in sync between your Salesforce
org and Outlook.

Its primary function is to allow you to see related CRM data when
you are looking at an email in your CRM.
What it can do for you?
• Increased accuracy of data as reps can capture emails
and relate them directly to records in Salesforce
• Visibility into your Salesforce data right from within Outlook
• With Lightning for Outlook you can : Search records, create
and edit records, post directly to chatter, and much more.
• With Lightning Sync you can: automatically sync your
contacts and events, associate events and contacts with
Salesforce records.
• Reduces IT overhead as no upgrades or installations are
required.
• Time savings, no dual entry of critical Salesforce data
including emails, contacts, and events
How It Works ?

Delivery
• Setup and configure Lightning for Outlook or Lightning for
Outlook and Lightning Sync on one machine
• Review key capabilities of Lightning for Outlook or Lightning
for Outlook and Lightning Sync
• Provide guidance and best practices on rollout and advance
features

Outcomes
• Lightning for Outlook or Lightning for Outlook and Lightning
Sync will be installed on one machine.
• Guide to existing resources to help you leverage the Lightning
for Outlook or Lightning for Outlook and Lightning Sync
Salesforce integrations.
1. Creation of Salesforce records from
Outlook.
Search
You can use this search panel to find records for other contacts in your
Salesforce database, should you want to link them to the email you are
currently viewing. You can also.

• Display up to four activities related to the contacts and

leads that appear in the side panel
• Add Outlook emails and their attachments to multiple
Salesforce records
• Add Outlook events and tasks to multiple contacts
• Find duplicate contacts or leads.
• Create Salesforce records
2. Search for an opportunity records
from search utility bar.
How to create Salesforce records
You can even create new Salesforce records directly from your Salesforce for
Outlook side panel. It is one of the main functionalities of Salesforce for
Outlook that you can carry out tasks such as this without even having to leave
your Outlook app.
• Select the email from the new person on your Outlook screen.
• On your Salesforce for Outlook side panel, click the plus sign at the top of the
box.
• You’ll see a drop-down menu with the options – New Contact, Opportunity, Lead,
Case.
• Select the action you need.
• A box will appear which you will be required to fill in.
• Once you have filled in all the relevant details, click on save.
• You can now add emails, attachments and everything else to this record using
Salesforce for Outlook.
3. Create new Event on click on new
button and fill all required fields.
4. Create new Task by providing
Assignee and associating to object.
5. New opportunity with minimum
required fields closed date and stage.
6. Feature to create contact record from
Salesforce pane with fields provided from
contact layout.
7. Create new Lead record and
automatically assigned email Id.
Conclusion

Boost productivity with Inbox, which helps your teams stay in sync
and eliminates the need to switch applications or do manual data
entry.

Inbox brings together two platforms you use everyday: Salesforce

and email. View and work with Salesforce data, create Salesforce
records, and log emails and events back to Salesforce, all directly
in Inbox.