#Outlook Salesforce Integration Mac User Cannot#

вЂњSalesforce for Outlook is a MicrosoftВ® OutlookВ® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. The Salesforce website explains it best. In addition to the Outlook Integration functionality, users also receive automated meeting scheduling, email tracking, and additional productivity and analytics features. Inbox is a paid add-on to the Outlook Integration. Pic Email & Calendar.The Salesforce for Outlook integration is entering a phased retirement and will be sunset in 2023.

So this lack of capability is not due to Salesforce but rather to Microsoft. This means that it does not allow the installation of Salesforce for Outlook. When users integrate Salesforce and Outlook together the user has the option to interact with Salesforce from their Microsoft Outlook client by utilizing the side panel that gets installed into your Outlook instance.Why DoesnвЂ™t Salesforce for Outlook Work on a Mac?The reason Salesforce for Outlook does not work on a Mac is because the Microsoft Outlook for Mac currently has no ad-on framework built into it. The Salesforce Integration The following articles go over the set up of Salesforce from an administrative perspective and a user guide Zoom Help Center Almost every Salesforce related implementation project has a requirement for us to configure вЂњSalesforce for OutlookвЂњ.

Outlook Salesforce Integration Mac User Cannot

DonвЂ™t winceВ yet over the cost because the appВ alone far exceeds the Salesforce for Outlook Connector (which is free with a Salesforce license). (You can find information about the app too fromВ the Salesforce AppExchangeВ website.) Cirrus Insight for Outlook is $19/month/user (when paid annually) but it has a free trial associated with. In our opinion the best Salesforce for Outlook app for Mac users isВ the Cirrus Insight for Outlook. But with a third-party app off the Salesforce AppExchanage Mac users would be able to obtain this capability. How Mac Users Can Integrate Salesforce for OutlookAs of the publication of this blog post a mac user cannot utilize the Salesforce for Outlook capability from Salesforce.

Add files from Outlook to Salesforce Files Create and edit custom Salesforce objects Create opportunities in Salesforce from Outlook Edit Salesforce records from your inbox Create leads and contacts in Salesforce Send emails later and set follow-up reminders

CirrusВ also has a solution that integrates with Gmail. Cirrus Insight for Office 365 supports Outlook for Mac. Cirrus Insight for Outlook supports Outlook 20 on the PC.

Outlook For Mac Salesforce Integration