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Salesforce for outlook plugin
Salesforce for outlook plugin






Choose Service account connection and enter following details.You could see two types of connection methods. Expand the Lightning Sync section after enabling it.Enable Lightning for Outlook and Lightning Sync.Enter Lightning for Outlook and sync in the quick find box.Head back to Salesforce, after logging in, In the members section, add all those users who were given “Exchange Administrator” and “Service Administrator” in the previous step.Under Roles, add a role called “ApplicationImpersonation”.Under permissions, create a new permission.In the Admin Center, hover over the Admin centers icon to find the ‘Exchange’ service.In the Roles section of user, grant him permissions for Exchange Administrator and Service Administrator under Customized Administrator.Modify the following sections of users who is supposed to have an integrated system with outlook.Navigate to Admin Center and go to Active Users section.Visit Microsoft Office 365 site and sign in.Steps to be followed by Global Administrator of Office 365 account belonging to any of above editions : Integration with Salesforce and sync works only when Outlook email belongs to any one of the below Office 365 editions. This blog post helps you to integrate Microsoft Outlook and Salesforce by using Lightning for Outlook by Service Account connection method.








Salesforce for outlook plugin