Applies to exchange online.
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications.
while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails
and events to Salesforce records. Add Einstein Activity Capture to automate email and event logging and to sync contacts and calendar
events between Salesforce and Outlook.
The Salesforce add-in is available from Microsoft AppSource. We recommend that either users get the add-in from Microsoft AppSource
or that Exchange admins get the add-in and distribute it using Microsoft Centralized Deployment
(MCD). If your security policies don’t allow access to Microsoft AppSource, download an install
file available on the Outlook Integration and Sync page in Salesforce setup. According to Microsoft, Centralized Deployment can take 24–72 hours.
Steps:
- Go to the M365 admin center https://admin.microsoft.com/
- Click on Settings> Integrated apps
- Select Salesforce if shown in the main list, if not click on View more Apps and search for Salesforce
- Click on Get it now
- Start the deployment, you can deploy it for selected users, groups, or the entire organization.
- Wait for the system to sync.
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