Download lightning for outlook
[PDF File]Outlook Integration Implementation Guide
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After you’re set up, use the Lightning App Builder to create custom email application panes that can include different features for different sales reps. Note: The Outlook integration and the ability to sync records with Lightning Sync are often used together. If you’re also setting up Lightning Sync, there’s other required setup steps. 4
For Salesforce Administrators: Setting Up & Using ...
5. From the Add-ins for Outlook page, enter Lightning for Outlook in the Search box and select Salesforce Lightning for Outlook from the search results. 6. Click Add to confirm that you want to get the Lightning for Outlook add-in. Important: To avoid errors at this step, make sure your Exchange server can connect to the Microsoft Office Store.
[PDF File]Set up “Lightning for Outlook”
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getting Lightning for Outlook and Lightning Sync up and running. PREREQUISITES • Must have Premier or Signature Success Plan attached to licenses from Sales Cloud • Only covers Lightning for Outlook and Lightning Sync • Works with both Lightning AND Salesforce Classic • For customers using Outlook/ Exchange 2013, 2016 and/or Office 365
[PDF File]Order Form Supplement for Lightning for Outlook
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The Software allows Lightning for Outlook customers to use the Lightning for Outlook service from Supported Devices. A "Supported Device" is a combination of a Windows-enabled device model and relevant Windows software version(s) that is supported by the Software. The
[PDF File]Sync Your Contacts and Events with Lightning Sync
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Instead, admins can set up the Outlook integration app to let you work with Salesforce tasks from Outlook. • Sync recurring events (repeating events created in Salesforce Classic). Instead, move to Lightning Experience—Lightning Sync can sync event series …
[PDF File]Salesforce and Microsoft
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Lightning for Outlook Now the world’s #1 CRM, Sales Cloud Lightning, and the #1 email tool, Microsoft Outlook, have come together in Lightning for Outlook to boost your teams p’ roductvi tiy . Turn it on, and watch rep efficiency take off. Lightning for Outlook is 100% cloud-based, with automatic upgrades and no …
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