Used to be named Lightning for Outlook. View custom object records relevant to the email selected in Outlook Save and insert common phrases with ease Schedule emails to send at the best time Be notified when recipients open emails and interact with content Schedule appointments more efficiently. Users with an Inbox license can also use Inbox productivity features in the Outlook integration to: Sync Contacts and Calendar events by enabling Lightning Sync or Einstein Activity Capture in addition to the Outlook integration. Manage Salesforce Tasks right from Outlook. Quickly craft emails with Salesforce Templates. Add emails and appointments to Salesforce records in one click, even when composing
Create new Salesforce records, including Custom Object records, directly in Outlook. Search and browse Salesforce records inside Outlook. View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching between Salesforce and Outlook your Salesforce data appears directly in Outlook. The integration is 100% cloud-based with no software to push, install, or maintain. The Salesforce integration with Outlook lets you experience Salesforce right in Outlook.
