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Philip Meldrum08237737677563425 Does Lightning for Outlook work with...
I've been trying to work out what integration solutions are available to integrate Salesforce with Outlook. Here is my minimum requirement:
1. Automatically sync both ways my Outlook Calendar and Salesforce Events
2. Manually sync emails from Outlook to Salesforce
I understand that Lighting Sync will automatically sync Outlook Calendar to Salesforce Events.
Looking at Lighting for Outlook (L4O) and Salesforce for Outlook (S4O) I think these are the combinations that can work (provided you use the right versions, but both Outlook 365 and on-premise Exchange Server can be used):
I understand that these solutions are avaialble as part of the standard Salesforce License.
I'd appreciate an expert confirming my conclusions, and also perhaps someone could hightlight any advantages paid for apps (eg: SalesforceIQ InBox) can offer.
Thanks
1. Automatically sync both ways my Outlook Calendar and Salesforce Events
2. Manually sync emails from Outlook to Salesforce
I understand that Lighting Sync will automatically sync Outlook Calendar to Salesforce Events.
Looking at Lighting for Outlook (L4O) and Salesforce for Outlook (S4O) I think these are the combinations that can work (provided you use the right versions, but both Outlook 365 and on-premise Exchange Server can be used):
- Outlook on Windows PC (YES: L4O, S4O)
- Outlook on Mac (YES: L4O)
- Apple Mail on Mac (NO)
- Outlook Web App - Chrome (YES: L4O)
- Outlook Web App - Safari (YES: L4O)
- Outlook iPhone App (NO - but in pipeline)
- Apple Mail iPhone App (NO)
I understand that these solutions are avaialble as part of the standard Salesforce License.
I'd appreciate an expert confirming my conclusions, and also perhaps someone could hightlight any advantages paid for apps (eg: SalesforceIQ InBox) can offer.
Thanks