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Tagged: Gmail, Outlook, Salesforce Integration
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How to integrate Salesforce with Gmail and Outlook?
Posted by Anjali on July 19, 2018 at 2:10 PMHow to integrate Salesforce with Gmail and Outlook?
Parul replied 7 years, 7 months ago 3 Members · 2 Replies -
2 Replies
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Hello Anjali,
Here is the trail for your question:- https://trailhead.salesforce.com/en/trails/outlook_gmail_integration
Thanks.
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Integrate Salesforce with Outlook
There are two options to get connected with Outlook from Salesforce, one is by using “Salesforce for Outlook” option and another is by using “Connect for Microsoft Outlook”. Well, mostly the option “Connect for Microsoft Outlook” is being selected by the users. Let’s discuss both the ways in the following sections.
Salesforce for Outlook
The integration of Salesforce and Outlook is not only about emails, even Salesforce CRM can be easily synchronized with Microsoft Outlook and below-listed operations are performed automatically in this synchronization:All contacts, tasks, and events are automatically synchronized between Outlook and Salesforce
Outlook emails are manually added to Accounts, Contacts, Lead Objects and Opportunities
Email attachments are uploaded to Salesforce.com
A new case has to be created in Salesforce for Outlook email
Contacts, calendar events, and tasks are associated in Outlook with the records
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