How To: Integrate Outlook with Salesforce! (Tutorial and Feature Demo)

hi Adam, Thank you for your video first of all. it was very helpful. By any chance do you know to track those emails in salesforce? Let's say I want to get a list of contacts (with some other email details) whom I and other my team members emailed to. How can I get this information in SalesForce and make a dashboard.? Thank you in advance.

Great video! One thing I'm curious about is what (if any features) are available when you're making a calendar event in the Outlook Calendar. Are you able to create a meeting and then have it associate with a contact/account/opportunity?

Hi Adam, how are you ?
Is it able only for Gmail and Outlook ?

Man you should apply to be Salesforce Evengelist,you are so amazing, I guess they may have vacancy also

Well presenting man, awesome! love this.

Thank you for this great video. May I ask how did you add "Activity" tab on the record page. Mine does not have that tab.

Thanks. This has helped me understand how this plugin works. One of our users has reported that they can no longer use the plug in. It seems they used to just go straight in ... With authentication ..., but now it is asking them to login with password and they say it just hangs and won't go in. I do know another admin has recently changed web page Salesforce login so the user chooses SSO or password login. Would this be causing it? And how can we make SSO default for the plugin? Thanks

does it work with outlook desktop app 2013? for me it says clear your cookies and try again

Thank you so much for such a wonderful demo.

6 minutes in and still no idea how to integrate...

What about the desktop version of outlook?

Thanks for the video. We are choosing not to mass import contacts. Can contacts be added from the Outlook Contacts area to SF manually? Also, when a contact is updated in Outlook, will that contact be updated in Salesforce?

Honestly, the add-in in outlook is so hidden, it's insane!

Thanks. We are using EAC but how do the reply email come back into EAC. .SF told me I have to take my long service email address and BCC it in my Outlook contact in order to track the reply into the EAC. BUT, how would the reply sender know to REPLY TO ALL in order to capture the BCC email address? What am I missing?

I inherited an org with this already enabled. My users aren't able to edit the Salesforce records from the side panel in Outlook. Do you know which settings would allow users to edit SF records from the plugin?

how to Sync Outlook events to Salesforce ?? please share me trailhead module for the same.

Can you please tell me how to add a new field (a picklist, already exists in contact object) in outlook while create new contact as specific to a profile.

Great content! One question, what is the difference between Salesforce for Outlook and Outlook integration set up ? Are they same ?

I guess you wouldn't just in stall the outlook/Salesforce "Add-on" or is this the same as that? Oh, great video thanks for all the great nfo..

Could this work for syncing Outlook calendar with Salesforce calendar??

thanks for this! You've got a talent for making these vids!

This is great.. Thanks u v much.. How can we use custom AURA components to create event in salesforce from outlook using this integration??

Thank you for putting demo version and explanation in more practical way.

Great content sir!