Q: Can you please explain why you would need to enable the “Email to Salesforce” option? We have not enabled this option and are having problems connecting to Salesforce from Outlook 2016.Ī: Email to Salesforce allows users to log emails from the Salesforce Side Panel as an actual email rather than as a task in previous versions of the integration. However, if you are using outlook 2013 or a not fully updated version of outlook 2016 you would have an issue with pinning. Thanks!Ī: Salesforce inbox is a separate addition to Salesforce for Outlook. What’s the kind of license and installation? I am having a problem keeping the Salesforce Inbox tab ‘pinned’ in Outlook 2016. Q: I am curious about the version of Outlook. Q: Can we integrate outlook to Salesforce without the ms exchange server stuff?Ī: Without Exchange, you will not be able to use the Salesforce for outlook integration as this is a cloud integration This is what handles impersonation between the user’s exchange mailbox and the exchange server.
To set up any sort of syncing, access to a service account or Exchange admin credentials is necessary as part of the configuration process. Q: What will be the mandatory requirements for the client to integrate outlook to Salesforce?Ī: To find the minimal requirements to integrate Salesforce for Outlook please visit this link: Outlook Integration System Requirements.
