Provides additional functionality in Salesforce side panel in Outlook and also available as a separate mobile app on iOS & Android.Einstein suggests the new data upon or adds it Salesforce automatically.Searches new contacts and Opportunity Contact roles to add to Salesforce from Email and Event Activity.Syncs emails & events between Salesforce and your Microsoft or Google account.Automatically captures Email and Events from your Microsoft or Google account and adds them to the activity timeline of related Salesforce records.Bundled with Sales Cloud Einstein License.
Tell Reps How to Prevent Certain Microsoft® Outlook Calendar Events from Syncing to Salesforce.Help Sales Reps Sync Contacts and Events with Lightning Sync.Set Up a Microsoft Exchange Service Account to Sync with Salesforce.Lightning Sync does not support hybrid Exchange serverĭeployments that include both Exchange Online and on-premises Exchange servers.Requires Exchange Service Account or OAuth 2.0 connection.Decide which direction your items sync: between Salesforce and your Microsoft Exchange server, or just one way.Choose whether both contacts and events sync, or whether only contacts or only events sync.Keeps Contacts and Events in sync between your Microsoft® Exchange server and Salesforce without installing & maintaining software manually on PC.Starting in Winter ’21, Lightning Sync won’t be available to new Salesforce customers. Customize the Email Integration Pane for Outlook and Gmail.Add the Salesforce Add-In from the Microsoft Exchange Admin Center.Turn On the Outlook Integration in Salesforce.