Salesforce for outlook plugin2/14/2023 Lightning Sync is an Exchange server plugin (i.e., requires server-side installation) for continuous, background synchronization of contacts and events. Outlook Integration is an Outlook plug-in (connector) enabling manual creation of Salesforce records (Opportunities, Contacts, Events and Tasks) and logging of emails directly from the Outlook inbox.These are two separate products for Microsoft systems: Salesforce for Outlook will be will be retired by the end of 2020 (click here for more information). This post gives a short summary of free and commercial alternatives as well as their pros & cons. While email integration for Salesforce is not particularly difficult, the challenge usually lies in selecting the best option. CRM integration with email systems such as Office 365, Exchange or Gmail is essential for keeping sales reps productive: enables keeping track of email conversations on CRM contacts & accounts, allows quick email creation from templates, synchronizes calendars and more.
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