How To Sync Outlook Calendar With Salesforce Lightning

How To Sync Outlook Calendar With Salesforce Lightning. If you haven’t already, review the benefits of syncing events between salesforce and microsoft outlook or google calendar using einstein activity capture. The integration provides salesforce data directly.


How To Sync Outlook Calendar With Salesforce Lightning

Setting up cloud connect for outlook and salesforce. Not available for new customers in winter ’21 for general information about salesforce lightning sync, please review lightning sync.

Use Einstein Activity Capture App To Connect Salesforce Calendar With An External Calendar, Such As Microsoft® Outlook® Or Google Calendar™.

Why salesforce for outlook users are transitioning to affinity for salesforce.

Web Help Reps Track Customer Interactions And Work Their Salesforce Deals Directly In Outlook.

Click the gear icon and go to setup | email | outlook integration and sync | expand let users sync contacts, events or both between microsoft.

Sync Salesforce Calendar And External Calendars Using Calendar Sync Tools Such As Einstein Activity Capture.

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The integration provides salesforce data directly.

The Sync Between Your Inbox And Your Salesforce Instance Can Be Done Using Salesforce’s Einstein Activity Capture Feature.

The first thing you need to do to connect salesforce and outlook is enable the integration in salesforce.

In Outlook, Go To File ≫ Open &Amp; Export ≫ Import/Export.

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