In every organization, Sales reps use both Microsoft Outlook and Salesforce. In fact, they spend almost 28% of their day working on email and calendars. A good chunk of their time is spent on entering data and switching between the two software.
Wouldn’t be great if they could get Salesforce data and insights into contacts and leads related to their Outlook emails, directly in Outlook?
Well, in today’s edition, we will share a No Code Salesforce-Outlook integration guide to help you integrate Salesforce with Outlook simply by following a few steps, without ever needing any code.
So, here we go!
Step by Step Salesforce and Outlook Integration
Here is a walkthrough of the steps involved in integrating Salesforce with Outlook.
Step1: Give user permission for Einstein Activity Capture
From Setup, Search Permission Sets, and click on Standard Einstein Activity Capture.
Then, Click on Manage Assignment
Now, Click on Add Assignment and then Select the user and click Assign
Click on Settings
And then, Search for Email and Calendar Accounts, and add your Outlook account.
Step2: Enable Outlook Integration and Sync from setup.
To enable Outlook Integration and Sync, type Outlook in the Quick Find box and Click on Outlook Integration and Sync.
Now, turn the toggle on to let users access Salesforce from Outlook,
Next, Scroll down and click on Activate and Notify RepsNext, Scroll down and click on Activate and Notify Reps
Now, Activate the Email to Salesforce
Now, on Outlook Integration and Sync settings, click on ‘Take me there’ to setup Einstein Activity Capture
Step 3: Einstein Activity Capture Set up
Select Get started
Click on the check box then Try Einstein
Select your email service,
Select User-Level OAuth 2.0 then Next
Name your configuration then Next
Review Sync Settings, then Next
Advanced Settings Then next
Add Users and profile
Set Sharing settings
Click finish
Step 4: Einstein Email Insights Set up
To set up Einstein Email Insights, click on set up now and enable insight.
Step 5: Add Salesforce in Outlook
Log in to your Outlook account and click Add-Ins
In AppSource, search for Salesforce and click on Get it now.
Log in to your Salesforce account from Outlook.
Click Confirm
Conclusion
Hence, by integrating Salesforce with Outlook, sales reps can access important Outlook email messages and relevant Salesforce records in one place, eliminating the effort to manage two applications.
Feel free to try this approach of no code Salesforce Outlook integration in your org and share your experiences with us. And stay tuned for another Salesforce development solution coming soon!
