Share and manage emails in Salesforce, including file attachments.Automatically sync any data you want, from Salesforce contacts/leads to custom objects and much more.Specifically designed for syncing Salesforce data with email clients, meaning fewer errors, more reliable and faster syncing, and higher security.Easily connect Salesforce with Office 365, Gmail, and Microsoft Exchange.Here is what makes Revenue Grid the best Salesforce Outlook integration: That means you still have to switch between Salesforce and Outlook to get that information.įortunately, Revenue Grid helps you solve all the problems you might have when using Salesforce for Outlook. Many users even reported that the integration loads too slowly and has a lot of bugs.Īnother worthy note is that Salesforce Outlook Integration doesn’t sync some types of data, for example, opportunities, calls, and meetings. Even though Salesforce encourages users to switch to Lighting for Outlook (also called Salesforce Outlook Integration) after the application retires, Lighting for Outlook requires at least Outlook 2013 for Windows. Outlook IntegrationĪs you might already know, Salesforce for Outlook has some limitations. Watch this video or follow this tutorial to learn step by step: Installing Salesforce for Microsoft Exchange is the same as when you do that for Office 365. Install Salesforce for Microsoft Exchange Then, authorize the Revenue Grid Chrome Extension to access your Salesforce data.įor detailed instruction, refer to How to Set Up the Chrome Extension for Salesforce and Gmail. Sign in to Gmail and grant Revenue Grid permission to work with your Gmail and Google Calendar data. To install Salesforce for Gmail, all you need to do is add the Revenue Grid for Salesforce Extension to your Google Chrome. Follow the instructions as stated to connect Salesforce with Office 365 and choose which data you want to sync.įor a detailed tutorial, refer to How to Install and Run the Product for Office 365 Mailboxes. Then, open the Sidebar in Microsoft Outlook and log in to the Revenue Grid for Salesforce add-in. Step 1: Go to Microsoft store, find and install Revenue Inbox for Salesforce Add-In.Įnsure you already have a Salesforce account and an Office 365 account. To install Salesforce for Office 365, follow these steps: Revenue Grid allows you to connect Salesforce with the three most popular email clients: Office 365, Outlook, and Gmail. ![]() You’ll avoid interruption, streamline your workflow, and sync all of your data seamlessly. ![]() That’s why using a dedicated Salesforce Outlook integration like Revenue Grid is the best choice to install Salesforce for Outlook.
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