salesforce for outlook mac

Set Up the Outlook Integration. Riva delivers the most complete Salesforce sync application for Outlook 2011 for Mac, Entourage 2008 and 2004, the native Mac OS X apps (Mail, iCal, Address Book), iPad and iPhone mobile devices: - Quickly craft emails with Salesforce Templates. You do require a Salesforce subscription to use the add-in. In the meantime, an option to consider is leveraging Exchange Sync and the Salesforce App for Outlook in the browser.

Match My Email automatically imports emails into Salesforce.

However we ran into our first issue today. Before this update, Salesforce for Outlook could only be used on PCs running Microsoft Windows. I use a MacBook Pro in OSX 10.6.8 with Microsoft Outlook 2011 for Mac … If you are still having issues with your Mac setup contact iHance. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records. Mac and Salesforce/Outlook Integration. OUTLOOK INTEGRATION The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date.

So far Microsoft has indicated it does not have plans to make an add-on framework available for the Microsoft Outlook for Mac but hopefully the recent As of the publication of this blog post a mac user cannot utilize the Salesforce for Outlook capability from Salesforce. Click , and select Setup. All, Support for Outlook for Mac 2016 is on the short-term roadmap. - Add emails and appointments to Salesforce records in one click, even when composing - Sync Contacts and Calendar events by enabling Lightning Sync in addition to the Outlook integration.- Works with both Salesforce Lightning Experience and Salesforce Classic UI.- Setup Directions and System Requirements: http://sfdc.co/bdQTbi- Works in IE11, Edge, Chrome, Firefox, and Safari.- For customers still using Outlook or Exchange 2010, Salesforce for Outlook is available at: http://sfdc.co/cckKXJhttps://store-images.s-microsoft.com/image/apps.56427.c2fb21b9-9763-49cd-9eb1-b8af88f4b073.960666a5-fcf5-4982-9853-2631329ad601.90a8452f-e197-4e6f-84aa-7357f1a70d0b.pnghttps://store-images.s-microsoft.com/image/apps.33407.c2fb21b9-9763-49cd-9eb1-b8af88f4b073.960666a5-fcf5-4982-9853-2631329ad601.711dba03-33db-488c-a95c-d3e1464ebb43.pnghttps://store-images.s-microsoft.com/image/apps.33407.c2fb21b9-9763-49cd-9eb1-b8af88f4b073.960666a5-fcf5-4982-9853-2631329ad601.711dba03-33db-488c-a95c-d3e1464ebb43.pnghttps://store-images.s-microsoft.com/image/apps.33047.c2fb21b9-9763-49cd-9eb1-b8af88f4b073.960666a5-fcf5-4982-9853-2631329ad601.b5b37b73-f312-4893-9052-5cb3d142ab60.pnghttps://store-images.s-microsoft.com/image/apps.19174.c2fb21b9-9763-49cd-9eb1-b8af88f4b073.960666a5-fcf5-4982-9853-2631329ad601.63d4690f-5ded-4f80-93bd-19f9d2d8dc40.pnghttps://store-images.s-microsoft.com/image/apps.7417.c2fb21b9-9763-49cd-9eb1-b8af88f4b073.960666a5-fcf5-4982-9853-2631329ad601.8925db6f-7ff6-47da-a4b1-398bc6ebdd15.pnghttps://store-images.s-microsoft.com/image/apps.38679.c2fb21b9-9763-49cd-9eb1-b8af88f4b073.960666a5-fcf5-4982-9853-2631329ad601.d059411c-5b49-4bc0-8cb4-44ed6241f2f5.png For example, this shows up in email integration with Salesforce via Outlook. - Manage Salesforce Tasks right from Outlook.

Users with an Inbox license can use Inbox features in the Outlook integration, to: - Be notified when recipients open emails and interact with content- View custom object records relevant to the email selected in OutlookView all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching between Salesforce and Outlook; your Salesforce data appears directly in Outlook.- Search and browse Salesforce records inside Outlook. So this lack of capability is not due to Salesforce but rather to Microsoft. In our opinion the best Salesforce for Outlook app for Mac users is the Enter Outlook in the Quick Find box, and then select Outlook Integration and Sync. But with a third-party app off the Salesforce AppExchanage Mac users would be able to obtain this capability.

Detailed availability as per below: Salesforce for Outlook will work with Outlook client versions 2012/2013/2016, however will not work with Mac, and is a purely client-based application, meaning that Outlook will need to be up and running on your computer for it to synchronize data.

- Search and browse Salesforce records inside Outlook. Integrates with Outlook365, Gmail, MacMail, Zimbra and all other email servers. If you are interested in Add email and Create a records from the outlook.

You can easily set this up at the server level (Microsoft Exchange, Google Apps, Lotus Notes) or client level (Mac). Lightning for outlook works with Mac os and works with both Lighting and Classic. - Create new Salesforce records, including Custom Object records, directly in Outlook.

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