Lightning for Outlook

Are you spending too much time toggling between systems?  It’s time to use Outlook and Salesforce together.

You can stay productive with these key features:

  • Keep your contacts, events, and tasks in sync between Salesforce and Outlook.
  • Relate your Outlook emails, attachments, events, and tasks to the Salesforce records of your choice, directly from Outlook.
  • Create new Salesforce records directly from Outlook.

Starting with it people usually assume that Salesforce for Outlook(SFO) is for classic version and Lightning for Outlook(LFO) is for lightning due to the names. But that’s  not so. Following are the basic differences:

  • SFO is an executable application (.exe) that requires installation of product on your computer.
    LFO is successor to SFO. It has all the features of SFO, plus the additional ones. It doesn’t require any installation of product on your computer.
  • SFO is purely a client-based application, meaning that, it only works with locally installed versions of Outlook.
    LFO is truely a cloud-based solution, that will run on both, locally installed versions of Outlook and on Outlook on the web.
  • SFO is not supported on Mac.
    LFO now supports Mac users as well.

Before getting started make sure that your system meets these requirements Lightning for Outlook System Requirements.

Note that, If you are trying to set it up on your personal email (free version), it will not work. It requires unique company domain in this format:

Let’s not waste time and get started

Turn On Lightning for Outlook

  1. From Setup, in the Quick Find box, enter Outlook, and then select Lightning for Outlook and Sync.
  2. Enable Let users access Salesforce records from Outlook.
  3. If you’re using Office 365, allow Salesforce access from the Office 365 Outlook on the web domain. If you’re using custom Outlook for the web domains, add those domains to allow access.

Add Lightning for Outlook

  1. If you are using outlook web, goto Settings > Manage add-ins. If you are using desktop version, goto Office Store.
  2. Enter Salesforce Lightning for Outlook in the Search box.
  3. Click Add.

Once Lightning for Outlook add-in is added, you will be able to see salesforce icon when you either open an existing email or you create a new email. Click on the icon and login into your salesforce account. Once you are logged in, you will see a similar screen as shown below:
In the above screen side pane,
(1) Here we can access the global actions, to quickly create the records.
(2) Takes us directly to the salesforce home page right from the outlook.
(3) Logs an email.
(4) We can right away add the sender and recipient as a contact or lead in
salesforce from outlook.

Here I will add bulletinboard as a contact to salesforce. Now if I create new task from global actions, you will see that email subject is auto-populated as task subject, Contact is auto-populated with sender’s contact.