#Sidekick for outlook mac software#
Lightning for Outlook, previously dubbed the Lightning App for Outlook is a cloud-based software plug-in that gives you contextual Salesforce information and the ability to interact with Salesforce from your inbox. Not to worry–you do not need to have activated the Lightning Experience to take advantage of the Lightning for Outlook or Lightning Sync.
Salesforce offers the Salesforce App for Office 365 (recently branded Lightning for Outlook and Lightning Sync). There are also plugins for Exchange servers, Outlook, and Office 365.
#Sidekick for outlook mac install#
Salesforce for Outlook is highly dependent on your operating system and many other system dependent features that it is very costly for a company to install and maintain. Because the plug-in a desktop software installation I do not recommend my clients to leverage this option. Salesforce for Outlook is a desktop-based plugin for Outlook that allows users to see and interact with Salesforce data including logging emails (with attachments), creating/editing Contacts, Opportunity information, and syncing Events and Tasks. Salesforce for Outlook (SFO)Įmail client plugins offer different levels of integration and features to integrate email with Salesforce. For emails that are not found in Salesforce, the user has the ability to choose to relate the unresolved email to a record in Salesforce, or to discard them. This offers the added benefit of storing sent emails in your sent folder in your outbox.Īnother option is for user to continue to use their existing email client, but set up an auto-bcc feature where emails are automatically related to Lead/Contact based on email address. The user clicks to send the email while on the Contact/Lead record in Salesforce, and the email is sent from your company server, instead of Salesforce’s server. Salesforce has an option to setup email relay so that emails are sent through your primary email server (ex. However, recipients using Gmail may notice a “sent via Salesforce” notation on the email. By default, emails are set via the Salesforce server but appear to come from the user’s email address. When sending with a HTML template you can also see how many times the email has been opened. You have the option to use a text or HTML template that can pull in information stored on the Contact/Lead record, such as the contact’s first name. The most vanilla, out of box option, is to send an email from a Contact/Lead record on the Activity History related list on the record. Basic Email Logging and Tracking Options in Salesforce
This blog post will guide you through the various email options available on the Salesforce platform. Figuring out the best way to do this can be daunting because there are so many options. Because so much communication occurs over email, it’s imperative to log business-related emails inside of your CRM to maintain a 360 degree view of your customer.
Whether you are attempting to make contact with a prospect for the first time or sending information to a customer to resolve a service ticket – email is a communication method at the heart of your business.
Check out the Detailed Spreadsheet of Options!Įmail is a critical channel of communication.
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