This guide will walk you through how to set up Lightning for Outlook in your Salesforce Org. You can then configure Lightning for Outlook to add a record, email, or event from Outlook to Salesforce.
Lightning for Outlook
Lightning for Outlook synchronizes your Microsoft Exchange Outlook inbox with Salesforce CRM and allows you to view Salesforce data directly from within Outlook.
Enable Lightning for Outlook (for Admins only)
Lightning for Outlook allows users to view, create, email and modify Salesforce records from directly within Outlook. We recommend that users do not log emails with Lightning for Outlook since outgoing emails are already automatically logged into Salesforce via Email to Salesforce.
Please note: Your Salesforce administrator only needs to activate Lightning for Outlook once. Upon activation, all users of the Org will be able to sync their Outlook account with Salesforce.
User Permission needed: Customize Application.
From Setup, enter Lightning for Outlook in Quick Find box then select Lightning for Outlook Settings.
Click Enable Lightning for Outlook.
Click on the Arrow dropdown icon under Lightning for Outlook.
Click Enable Enhanced Email with Lightning for Outlook.
Customize content with App Builder: Enable this feature to set up your reps with customized email application panes using App Builder. Add standard components that your reps use most, like accounts, contacts, or cases. Or work with your Salesforce developers to include custom components that reflect your company’s industry or brand.
Email Application Publisher Layouts (for Admins only)
Users can create contacts, accounts, custom objects, and more directly from within their Email Application Action Menu. The user’s Email Application Publisher Layout determines the actions that will be displayed within their Email Application Action Menu. The Email Application Action Menu exist within the Lightning for Outlook side panel.
Please note: Email Application actions only need to be created once. Once created, your Salesforce administrator can add the actions to the Email Application Publisher Layouts and assign layouts based on user’s profile.
User Permission needed: View Setup and Configuration.
Preview of the Action Menu in Lightning for Outlook:
Under Email Application Publisher Layouts section:
Click New.
Name the Publisher Layout as Lightning for Outlook.
Click Save.
In the Email Application Publisher Layout:
Add the appropriate actions to the Email Application Publisher Layout. To add actions, simply drag each action button in the Quick Actions section down towards the Email Application Publisher section.
Click Save.
Click Publisher Layout Assignment.
In Publisher Layout Assignment:
Click Edit Assignment.
Add the Lightning for Outlook Publisher Layout to the appropriate user profiles.
Click Save.
You have completed the steps to enable Lightning for Outlook in your Salesforce Org!