Download Salesforce Lightning For Outlook — Add-in |top|

(Optional) Enable to allow reps to relate emails to records while composing. 2. Add the Salesforce Add-in in Microsoft Outlook

Before users can download the add-in, a Salesforce Admin must enable it within the org: Log into Salesforce and click the to enter Setup . Search for "Outlook Integration" in the Quick Find box. Toggle the Outlook Integration and Sync setting to On . download salesforce lightning for outlook add-in

Unlike legacy versions that required a local .exe file download, the modern Lightning-based integration is a cloud-based add-in available through Microsoft's official channels. (Optional) Enable to allow reps to relate emails

This guide details how to download, install, and optimize this cloud-based integration. and optimize this cloud-based integration.

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