What versions of Outlook and Exchange are required to access the Salesforce Lightning for Outlook add-in? Do I require a Salesforce subscription to use the add-in?Ī. Learn more about how the Salesforce and Microsoft partnership can help your business at the Salesforce blog. Customers like Accenture, BMC Software and Unilever are already leveraging some of these solutions to stay more productive than ever.

Microsoft and Salesforce are committed to bringing joint solutions to help people and organizations achieve more. The Salesforce Lightning for Outlook add-in and capabilities are available to Outlook users across Windows, Mac and the web and is coming soon to Outlook Mobile. Soon you will also be able to add custom sales apps directly into Outlook, creating permanent shortcuts for tasks like updating a price quote using SteelBrick. Using Lightning Sync, you can automatically sync contacts and calendar events from your email to your CRM, so you don’t have spend your time manually adding them. The new Lightning for Outlook add-in is designed to help reduce this pain by giving you the ability to search, view and update all Salesforce CRM entries associated with your email contacts right from Outlook, increasing productivity and helping you save time, so you can focus on the selling. Whether it’s manually adding contacts or calendar events from email to CRM or having to move back and forth between email and CRM when looking up and updating a CRM entry based on an email thread, a lot of precious time and effort is spent on these administrative activities. Yet, CRM and email have traditionally been disconnected tools, and sales reps have had to spend valuable time toggling between these apps.

Modern sales reps rely on two tools above all others-Customer Relational Management (CRM) to manage sales opportunities and email to communicate with contacts.

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