Activity Forums Salesforce® Discussions How to integrate Salesforce with Gmail and Outlook?

  • Avnish Yadav

    Member
    August 2, 2018 at 7:57 am

    Hello Anjali,

    Here is the trail for your question:- https://trailhead.salesforce.com/en/trails/outlook_gmail_integration

    Thanks.

  • Parul

    Member
    September 23, 2018 at 8:52 am

    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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