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Sales reps can also view their CRM data right in the email window including account information and opportunities, which can be modified directly from Outlook without having to switch applications. They can also schedule meetings from within the calendar. Users can create new cases and deals from within email messages. The Salesforce for Outlook integration allows users to access their Salesforce data from inside Microsoft Outlook.This app fits seamlessly into your existing Microsoft Outlook mobile experience, eliminating the need to switch between apps as you go about your day.īenefits of Integration of Salesforce and Microsoft Outlook Salesforce for Outlook Mobile App enables you to view your CRM data right within the mobile device email application.Salesforce Lightning for Outlook adds new features to Outlook that allow users to create new opportunities directly from an email message or schedule meetings directly from an invite from your CRM system.Salesforce Widgets is a plugin that provides sales reps a way to view their CRM data right in the Microsoft Outlook email window.The Salesforce for Outlook integration comes in three forms: With this integration it will be possible to manage Salesforce data from within Outlook. Salesforce is being integrated with Microsoft’s popular email program Outlook. Integration of Salesforce and Microsoft Outlook

Microsoft Outlook enables users to read, organize and search email messages and other email-related information, such as contacts, calendars, task lists, notes, journals, and RSS feeds. It is also integrated into the SkyDrive app for both iOS and Android operating systems. An Android version was released on September 22nd, 2012. Microsoft Outlook is an email client developed by Microsoft for Windows, Mac OS and iOS. Salesforce is headquartered in San Francisco, California, and has offices in Europe and Asia.

The company was founded in 1999 by former Oracle executive Marc Benioff and Parker Harris. It makes software to connect with customers, track product activity, and analyze data. Salesforce is a cloud computing company that provides online enterprise software for sales, service, and marketing.