Using Outlook integration options

The following options are available for Outlook:

  • Outlook Integration: When you work in Outlook, you can sync your emails and/or calendar events directly to Salesforce and vice versa.
  • Outlook Integration with Inbox and Einstein Activity CaptureEinstein Activity Capture lets you automatically log emails and events if you have this feature turned on. Einstein is the AI portion of Salesforce that auto-suggests useful steps to take as you work.
  • Lightning Sync for Microsoft Exchange: Salesforce admins can set up Lightning Sync so that users can sync contacts and emails with your exchange server.
  • Salesforce for Outlook: This option syncs contacts, events, and tasks between Outlook and Salesforce. 
  • Email to Salesforce: This option lets users add emails to Salesforce records by copying a unique BCC email to all emails you send out.

Sending emails is a primary activity in any business. Using the preceding tools ensures that you are not entering information in multiple systems. It does this by allowing you to sync your emails and/or events with your email and calendar client. Now, let's review what we have learned in this chapter.