salesforce lightning for outlook on mac can

Salesforce Lightning For Outlook On Can'T Complete Operation Code Lived Within

Cloud, and giving users more control over their integration. There was.

Youre not alone. Many teams do.

Salesforce for Outlook is designed to combat this inefficiency.

Acting as a link between your CRM and your email, it aims to reduce duplicate work between the two systems.

This article covers all details about the now deprecated solution that Salesforce used to provide for free.

Looking for a reliable way to keep your Outlook and Salesforce in sync SCHEDULE A CALL Table of Contents: Introduction What is Salesforce for Outlook Why integrate Salesforce and Outlook Functions of Salesforce for Outlook Syncing Email Syncing Calendar Syncing Contacts When to use Salesforce for Outlook Benefits Issues Limitations Considerations How to set up Salesforce for Outlook Security System requirements Downloading Salesforce for Outlook Syncing information Uninstalling Salesforce for Outlook Examples of Use-Cases How to add emails from Outlook into Salesforce records Adding calendar entries to Salesforce records How to create Salesforce records Best practice tips Deprecation of Salesforce for Outlook Alternatives Introduction Salesforce for Outlook has been around for a good number of years.

However, at the end of 2018, Salesforce announced that the product was to be deprecated.

As of writing, you can only use Salesforce for Outlook if someone in your organization is already using it.

Well take look at what it is, how it works and how it can be optimized to benefit your sales team.

But also, why it is being retired and what alternatives your organization can use.

Its primary function is to allow you to see related CRM data when you are looking at an email in your CRM.

For example, when you select an email in Outlook, you can see related Salesforce records, such as contacts, leads, opportunities and tasks in the sidebar on your screen.

You can also add Outlook emails, attachments and tasks to your Salesforce contacts directly.

All of this takes place within your Outlook solution so you dont have to switch between apps.

The main benefits of the app: Reduces work duplication Allows you to stay in control of your business Minimizes errors Saves time Replacing Connect for.

Outlook Salesforce for Outlook was introduced as a replacement for Connect for Outlook because although the app was popular, its functionality was limited.

Salesforce Lightning For Outlook On Can'T Complete Operation Code Lived Within

The main problem was that Connect for Outlooks code lived within Outlook, so it was at the mercy of Outlooks changes and updates.

Customers soon fed back to Salesforce however, that the integration with Outlook was cumbersome and unwieldy.

This resulted in salespeople wasting time syncing data between the two apps, rather than moving deals forward.

Administrating Connect for Outlook was complicated, as it required XML files to be moved around and Windows Registry settings to be exactly right.

It also slowed salespeoples Outlook down so much it became unusable.

So all in all, not a great start for the new world of Saleforce for Outlook.

Screenshot from Connect for Outlook The New Solution Salesforce developed a new integration between their app and Outlook, one that moved administration and functionality to the cloud.

This meant less input was required from the user and the organization.

The architecture could be more lightweight, more reliable and of more use to their customers.

The ethos.

Cloud, and giving users more control over their integration.

Salesforce Lightning For Outlook On Mac Can'T Complete Operation