If your organization is set up to add email and share activities, you’ll select only the emails you want to add to the Salesforce records of your choice. For example, your organization may sync only contacts and events from Salesforce to Outlook.

Your organization, however, may differ with what you can sync and the direction you sync. This keeps your data synced automatically. In most cases, organizations set up Salesforce integration for Outlook to sync contacts, events, and tasks both ways between Outlook and Salesforce. In this guide, you’ll learn about the most essential details to get up and running with Salesforce integration for Outlook. Your administrator determines the level at which you can customize these settings in Salesforce. In addition to syncing these items, you can add Outlook emails and events to multiple SalesforceĬontacts, and view Salesforce records related to the contacts and leads in your emails and events - all directly in Outlook.ĭepending on your organization, you may be able to customize what you sync and the sync directions between your Outlook and Salesforce integration. Salesforce for Outlook, a Microsoft® Outlook® Salesforce integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems.

Need help with Salesforce integration or customization? Check out OnPath.

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