What should I do after I install Salesforce For Outlook (SFO). If this is your first time using SFO (Version x and newer) or if you are upgrading from a version . If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between. If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing your data between the two.
Setting up Lightning for Outlook and Lightning Sync isn't difficult, but it does require some time. And if you don't administer Microsoft Exchange, you can get that. 15 Jul - 13 min - Uploaded by OurSalesForceAdmin This tutorial shows you set up and functionality of the Outlook/Salesforce sync. The demo is. 25 Apr - 2 min - Uploaded by Salesforce View and work with Salesforce data directly in your Outlook inbox, creat. Your teams stay in.
The best Salesforce Outlook integration! 1-click add emails to Salesforce, Outlook Salesforce Calendar sync, manage custom objects plus. Salesforce for Outlook (commonly referenced as SFO) was the first major Lightning for Outlook also does not sync Contacts (Tasks will sync.