Overview

The Salesforce and Outlook integration brings CRM tools directly into your inbox, helping sales teams manage leads, contacts, opportunities, and emails more efficiently. This guide provides step-by-step instructions for configuring and using the Salesforce for Outlook integration.

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✅ Prerequisites

Before starting the integration, make sure you have:

• A Salesforce license (Enterprise, Unlimited, Performance, or Developer Edition).
• A Microsoft Outlook account (Microsoft 365, Outlook 2016+, or Outlook on the Web).
• Admin permissions in both Salesforce and Microsoft 365 (if deploying organization-wide).
• A supported browser (e.g., Chrome, Edge, Firefox).

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🔗 Step-by-Step Setup Guide

1. Enable Salesforce Outlook Integration (Admin)

1. Log in to Salesforce.
2. Navigate to Setup.
3. In the Quick Find box, type Outlook Integration and Einstein Activity Capture.
4. Click Settings and enable:
   • ✅ Outlook Integration
   • ✅ Einstein Activity Capture (optional for automatic sync of emails/events)
5. Save your changes.

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2. Assign Outlook Integration Permission Set

1. In Setup, go to Permission Sets.
2. Find and select Outlook Integration and Einstein Activity Capture.
3. Click Manage Assignments > Add Assignments.
4. Select the users and click Assign.

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3. Install Salesforce Add-In for Outlook

For Individual Users:

1. Open Outlook.
2. Click Home > Get Add-ins.
3. Search for Salesforce.
4. Click Add to install the Salesforce Add-in.

For Admins (Org-Wide Deployment):

1. Go to the Microsoft 365 Admin Center.
2. Navigate to Settings > Integrated Apps.
3. Click Add Apps > Search and select Salesforce.
4. Follow the prompts to deploy to selected users/groups.

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4. Connect Salesforce to Outlook

1. Open Outlook.
2. Select any email.
3. Click the Salesforce icon in the ribbon or pane.
4. Log in to your Salesforce account.
5. Allow access and select your Salesforce environment (Production or Sandbox).

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🔑 Key Features

• Log Emails to Salesforce: Save emails to leads, contacts, accounts, or opportunities directly from Outlook.
• Create Records: Create contacts, leads, and cases from your inbox.
• View Related Salesforce Data: See contextual CRM data next to your emails.
• Email and Event Sync: Automatically sync emails and calendar events using Einstein Activity Capture.

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🔄 Optional: Enable Einstein Activity Capture

1. In Salesforce Setup, search for Einstein Activity Capture.
2. Click Settings > Enable Einstein Activity Capture.
3. Configure the sync settings for emails, events, and contacts.
4. Assign users to the Einstein Activity Capture permission set.

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🛠️ Troubleshooting

Issue	Solution
Salesforce icon not showing in Outlook	Reinstall the add-in or check Outlook compatibility
Cannot log in to Salesforce from Outlook	Ensure the correct environment (Production/Sandbox) is selected
Emails not syncing	Verify Einstein Activity Capture is enabled and properly configured
Missing permissions	Ensure proper permission sets are assigned in Salesforce