Then add them in left side Assigned Members using the Click on Add button. Now Assign users and profiles section choose Users and in Available Members choose users which you want to give permission for outlook sync. Now in basic information given Name as you want and Click on Active checkbox true.Then Click on New Outlook Configuration button. Now Again search Outlook in quick find box and Click on Outlook Configuration.Click on Active and Advanced Email Security Settings Checkbox true and Click on Save button.Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Then enable Outlook Integration and Lightning Sync button. Search Outlook in quick find box and Select Outlook Integration and Sync.Steps to Integrate Outlook and Salesforce STEP 1 Helps to access important Outlook email messages and manage all relevant Salesforce records in one place.Help to design meaningful email templates for prospects and customers.Help Sales teams in tracking email conversations relevant to Salesforce records.Help to eliminate efforts on redundant data entry into two applications.It will help to save time of Sales reps in entering data and switching between the two applications.

Importance of integrating Salesforce with Outlook It provides many functionalities to manage various types of personal data like calendar appointments and similar entries, tasks, contacts, notes, and events. Microsoft outlook, or simply Outlook, is a personal information manager from Microsoft, that allows users to send and receive email on their computer. To increase productivity of Sales representatives, Salesforce integration with Outlook is the best solution for managing the sales more effectively. In the competitive time of businesses, sales representatives of any company spend their 50% of effort and time on minimal task like maintaining data, transferring data, data entry, in two different places and coming back to Salesforce for managing emails and inbox to gather and access all the respective information about leads, prospects, and opportunities.

Salesforce for outlook plugin download