Overview: Salesforce for Outlook

Use Salesforce for Outlook to view and work with Delphi records in Outlook. When you select an email in Outlook, the Salesforce side panel displays contacts and activities related to that message. You can click one of those links to go directly to that record in Delphi. You can also associate the email with additional contacts or other record types in Delphi, for example, an account or booking.

You can use this feature to:

• Send emails to Delphi
• Create records
• View records
• Access your tasks
• Create emails from templates
• Send appointments to Delphi

System requirements for Outlook integration

Server:

• Exchange Online with Office 365
• Exchange 2019, 2016, or 2013 on-premises

Email Client:

• Office version 16.0.11629 or later running on Windows 10 version 1903 or later, including Office 365 or Office 2019
• Microsoft Outlook 2019, 2016, or 2013 on Windows PC, most recent stable version recommended
• Outlook on the web
• Microsoft Outlook for Mac 2019 or 2016 on the most recent stable version of the MAC OS

To configure the Outlook integration

1. Go to Setup and enter 'Outlook' in the Quick Find search box.
2. Select Outlook Integration and Sync.
3. Enable Let users access Salesforce records from Outlook.
4. Click Let users access Salesforce records from Outlook to expand the panel.
5. Navigate to Email Application Publisher Layouts.
6. Click New.
7. In the Publisher Layout Name field, enter 'Default Outlook Integration Layout.'
8. Click Save.
9. In the Email Application Publisher section, add the actions for New Task, New Inquiry, New Contact, and New Appointment.
10. Click Save.
11. Click Let users access Salesforce records from Outlook to expand the panel.
12. Navigate to Email Application Publisher Layouts.
13. Click Publisher Layout Assignment.
14. Click Edit Assignment.
15. Select all profiles.

    To select all profiles, select the first one, hold down the SHIFT key, and select the last profile.

16. From the Publisher Layout To Use list, select Default Outlook Integration Layout.
17. Click Save.

To configure your Microsoft Exchange Server

If you have a Microsoft Exchange Server, follow the below steps to set up your custom domain name as a trusted site.

1. Go to Setup and enter 'Outlook' in the Quick Find search box.
2. Select Outlook Integration and Sync.
3. Click Let users access Salesforce records from Outlook to expand the panel.
4. Navigate to Microsoft® Outlook® Web App Domain.
5. Click New.
6. Enter the relevant data:
   • In Domain, enter the web address where you can access Outlook on the web.
   • In Developer Name, enter your company name and replace any spaces with an underscore.
   • In Main Label, enter your company name.
7. Click Save.
8. Close the pop-up window. Your domain name now displays under trusted domains.

Deploy the Outlook integration to users

Share the steps to install and use the Outlook integration with your users. Users can download the application from the Microsoft® Office store.

For more information see Salesforce Help.