The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records. It is coming soon to Outlook Mobile. 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. In our opinion the best Salesforce for Outlook app for Mac users is the Set Up the Outlook Integration. In the meantime, an option to consider is leveraging Exchange Sync and the Salesforce App for Outlook in the browser. However we ran into our first issue today. Mac and Salesforce/Outlook Integration. Turn on the Outlook integration.
But with a third-party app off the Salesforce AppExchanage Mac users would be able to obtain this capability. If you are still having issues with your Mac setup contact iHance. But with a third-party app off the Salesforce AppExchanage Mac users would be able to obtain this capability. Lightning for outlook is the best option for MAC. A: To access the Salesforce Lightning for Outlook add-in, you need Outlook 2013 for Windows or Outlook 2016 for Windows/Mac or Outlook on the web with either Office 365/Exchange 2013/Exchange 2016 mailboxes. - Search and browse Salesforce records inside Outlook. Lightning for outlook works with Mac os and works with both Lighting and Classic. For Mac users, Lightning for outlook allows the users to add emails, Create a records for standard object/Custom objects. You do require a Salesforce subscription to use the add-in. Works with Community Edition users. Match My Email automatically imports emails into Salesforce. The reason Salesforce for Outlook does not work on a Mac is because the Microsoft Outlook for Mac currently has no ad-on framework built into it. 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: - Manage Salesforce Tasks right from Outlook. 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.
Question, We just started using the Salesforce/Outlook integration a few weeks ago. - Quickly craft emails with Salesforce Templates.
We hope to deliver a solution within the next year, but safe harbor apples. You can easily set this up at the server level (Microsoft Exchange, Google Apps, Lotus Notes) or client level (Mac). As of the publication of this blog post a mac user cannot utilize the Salesforce for Outlook capability from Salesforce. Seamless email integration customizable to the needs of specific workflows. 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. There are Salesforce applications that don't work in a Mac environment.
Incidentally, functionality for Salesforce for Outlook on Apple Mac computers was only added in 2016, many years after the integration was first introduced. 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.
I would like Salesforce to create a user section specific to Mac users. Click , and select Setup. - Create new Salesforce records, including Custom Object records, directly in Outlook.
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