Transcription of Outlook Integration Implementation Guide - Salesforce
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Outlook IntegrationImplementation GuideSalesforce, Spring 22 @salesforcedocsLast updated: February 24, 2022 Copyright 2000 2022 , inc. All rights reserved. Salesforce is a registered trademark of , inc.,as are other names and marks. Other marks appearing herein may be trademarks of their respective Integration .. 1 Outlook Integration System Requirements.. 2 Set Up the Integration with Outlook .. 4 Considerations for Setting Up the Outlook or Gmail Integration .. 4 Guidelines for Setting Up the Outlook Integration .. 5 Microsoft Exchange Server Setup for the Outlook Integration .
Mar 11, 2022 · To use the Outlook integration, each sales rep needs the Salesforce add-in, which provides the integration features. The add-in includes the base integration experience, and Inbox features are unlocked when a user is set up to use Inbox.
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