Overview: Salesforce for Outlook

If you find yourself switching between Microsoft® Outlook® and Amadeus Delphi repeatedly throughout the day, you can now save yourself time by using the Salesforce for Outlook application.

Using Salesforce for Outlook, you can view and work with Salesforce records directly 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 Salesforce. You can also manually associate the email with additional contacts in Salesforce as well as other record types (for example, an account or booking).

Tasks that can be completed include:

• 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 Outlook Integration

1. Go to Setup and start typing "Outlook" in the Quick Find search box, without hitting Enter.
2. Once visible, select Outlook Integration and Sync to access the Outlook Integration and Sync Settings.
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 the New button.
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 one more time.
12. Navigate to Email Application Publisher Layouts.
13. Click Publisher Layout Assignment.
14. Click Edit Assignment.
15. Select all profiles (select the first one, hold down the shift key, and select the last profile).
16. From the Publisher Layout To Use dropdown select Default Outlook Integration Layout.
17. Click Save.

If you have a Microsoft Exchange Server, follow the below steps to set up your custom domain name (e.g. mail.company.com as a trusted site).

To configure your Microsoft Exchange Server:

1. Go to Setup and start typing "Outlook" in the Quick Find search box, without hitting Enter.
2. Once visible, select Outlook Integration and Sync to access the Outlook Integration and Sync Settings.
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 Field, enter the web address where you access Outlook on the Web (e.g. https://mail.company.com).
   • 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. Click the white X to close the popup window.
9. Your domain name is now listed under trusted domains.

Deploy the Outlook Integration to users

Make sure you share the steps to install and use Outlook Integration with your users. They can download the application by accessing the Microsoft® Office store.

For further information on this integration, please refer to Salesforce.com Help.