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how to add salesforce to outlook

5 steps
1

Install Salesforce for Outlook

Go to the **Salesforce AppExchange** and search for **Salesforce for Outlook**. Click on the **Get It Now** button and follow the prompts to install the application.

2

Log into Salesforce

Open the Salesforce for Outlook application. Enter your Salesforce login credentials and click **Log In**.

3

Configure Sync Settings

Once logged in, navigate to the **Settings** tab. Here, you can choose which data to sync between Salesforce and Outlook by selecting the appropriate options for **Contacts**, **Events**, and **Tasks**.

4

Customize Sync Preferences

Review the synchronization preferences. You can choose to sync all records or only specific ones. To optimize performance, consider limiting the number of records synced.

5

Complete the Installation

After configuring your settings, click **Save** to finalize your preferences. You should now see Salesforce data integrated within your Outlook interface.

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