Outlook Integration allows you to easily work between Salesforce and Outlook by viewing Salesforce records within Outlook, copying emails over to Salesforce records, or creating new records like Leads and Contacts directly from Outlook.
What is the Lightning for Outlook app?
Side Panel that sits within Outlook that allows you to interact with Salesforce records right within Outlook
Benefits of Lightning for Outlook:
- One-click add emails to Salesforce
- One-click open Salesforce record from Outlook
- Create new Salesforce tasks and events from Outlook
- Create new records such as leads, contacts, accounts from Outlook
- View Salesforce detail records in Outlook
- Make Edits to Salesforce records directly in Outlook
- When composing new emails, Use Salesforce Lightning Email Templates but send directly from Outlook
Requirements: You must have Outlook 2013, Outlook 2016, Outlook 2019 or the Outlook Web App (OWA) and a Salesforce Administrator must add you to a specific active directory group before you can use the Salesforce Lightning for Outlook app.
Add the user to the HA-SalesforceO365 active directory (on VPN): https://manage.ad.cornell.edu/ADAdmin/GenerateForm.aspx?TaskId=GroupProperties&TargetClass=group&DN=CN%3dHA-SalesforceO365%2cOU%3dHA-Groups%2cOU%3dUnitObjects%2cOU%3dHA%2cOU%3dDelegatedObjects%2cDC%3dcornell%2cDC%3dedu
Step-by-step guide
Salesforce for Outlook is an Outlook Add-in. Click the button that looks like this.
In client version, under File:
OR Get Add-ins
OR All Apps:
In the screen that pops up, search for Salesforce in the search box. The Salesforce add-in is the first in the list, called Salesforce.
Click the blue Add button.
Login to Salesforce from Outlook
In Outlook, open an email, find the blue Salesforce cloud in the upper right corner of Outlook, and click on it.
Follow these steps to setup the Lightning for Outlook app the first time
Open Outlook 2013, 2016, 2019 or Outlook Web App.
Open an email you have either sent or received. Look for the blue Salesforce cloud.
3. A side panel will open and ask you to Log In to Salesforce. Click on this button.
4. Click on the “Use Custom Domain”
5. Type Johnson and click Continue
5. Login with your Cornell Duo Authentication credentials
6. Click continue to give Salesforce permission to connect with your Outlook account.
7. You should now receive a success message, Click Got It.
Common Troubleshooting Steps:
If you have trouble with your Salesforce for Outlook in Outlook:
- Ensure that your Outlook is on the latest version (if using an Outlook desktop app).
- Try using the Salesforce for Outlook app in O365 in a web browser.
- Check for updates to your computer.
- Logout and log back into the Salesforce for Outlook app.
- Uninstall and reinstall the Salesforce for Outlook app.
If you are already connected to a Salesforce org other than the College of Business you will need to log out of the current org so that you can log into the College of Business Salesforce org. To do so, click on the cloud, click on your profile picture, and then click Log Out.