This new integration delivers many of the same features as Salesforce for Outlook.
The new Lightning for Outlook’s best feature is that it is free and already installed into your Salesforce instance. The New Lightning for Outlook (Similar Package for G-Suite Customers)
Next, we will look at some of the key considerations you need to analyze before choosing a 3rd party email integration service.įinally, we walk through the Salesforce for Outlook Integration and show you how to check and see if your integration is set to retire, and the steps you need to take now to plan an effective migration. Whether you use Outlook or GSuite, Salesforce has some great out-of-the-box offerings that will help you integrate your systems. Today, we will address those challenges to help you pinpoint the right email integration for your business. The not-so-good news? There are several possible replacement solutions for Salesforce for Outlook. The good news? There are several possible replacement solutions for Salesforce for Outlook.
Salesforce for Outlook’s pending retirement should be a mild cause for concern for current users who rely on its functionality to streamline sales efforts and automate email data capture. However, come the Winter ’20 update, expected this December, Salesforce will officially retire this integration. The Salesforce for Outlook integration has helped countless Salesforce users sync their email, contacts, tasks, and calendars between the two systems.
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