The Windows Club

How to install and Salesforce Lightning add-in for Outlook

Email workflow has an important role to play in marketing. Most email services add contacts or calendar events from email to CRMAs so you can find them anytime. Sales representatives often rely on this method. However, the problem surfaces when you are required to update a CRM entry based on an email thread. A lot of precious time and effort gets spent on these activities.

The new Salesforce Lightning for Outlook add-in saves your day by giving you the ability to search, view and update all Salesforce CRM entries associated with your email contacts right from Outlook. Joint efforts of Microsoft and Salesforce has resulted in new Salesforce Lightning for Outlook add-in. The add-in works in both Outlook 2016/13 or later and Outlook on the Web. It is coming soon to Outlook Mobile.

Salesforce Lightning for Outlook

To access the Salesforce Lightning for Outlook add-in, you require a Salesforce subscription. It is available for Sales Cloud users via the Office Store at no additional cost.

Once you have a valid Salesforce subscription, you can install and access the add-in. Here’s how.

In Outlook 2016 for Windows, access Home tab from the ribbon and select ‘Store’ option (If you are using Outlook on the web, click the gear icon) and select ‘Manage Add-ins’.

In the search bar that appears on the top right, type Salesforce. When the search request returns with ‘Salesforce Lightning for Outlook add-in’ result, set the toggle to ‘On’ to install the add-in. The add-in should become visible in the Command bar ribbon on the top.

So, experience the power of Salesforce, right in Outlook in a brand new way. This add-in is 100% cloud-based and requires no software installation or maintenance.