Lightning · Outlook

Outlook connection with Salesforce through custom Objects

This blog post helps you to integrate Microsoft Outlook with Salesforce by using Lightning for Outlook sync by OAuth 2.0 connection method and create Custom Objects data from outlook. Set Up Lightning for Outlook in the Microsoft Outlook For setting up of Outlook connection to salesforce, please follow the below blog from points 1-9 to setup… Continue reading Outlook connection with Salesforce through custom Objects

Apex · Email Service · Integration · Outlook · Salesforce · Trigger

Send ICS calendar invitations for Outlook meetings

Here we are going to send the meeting invites from salesforce using ICS calendar to our outlook. In general ICS is the  iCalendar/.ics/.ical file and it is used to store the calendar information. Whenever you export anything a outlook, google, etc., calendar  it will automatically save as .ics file. New and updated meetings are sent… Continue reading Send ICS calendar invitations for Outlook meetings

Integration

Step by step process of integration between Outlook and Salesforce by Service Account Connection method

This blog post helps you to integrate Microsoft Outlook and Salesforce by using Lightning for Outlook by¬†Service Account¬†connection method. Integration with Salesforce and sync works only when Outlook email belongs to any one of the below Office 365 editions. Enterprise Essentials Business Premium Steps to be followed by Global Administrator of Office 365 account belonging… Continue reading Step by step process of integration between Outlook and Salesforce by Service Account Connection method

Email Service · Email Services · Integration · Lightning · Microsoft Office · Salesforce · Uncategorized

Integrating Salesforce and Microsoft Outlook by using Lightning for Outlook

Effective Time Management is important to achieve success during the Sales process. But there seems to be the problem faced by Sales rep daily while sending and replying Email. Customer Relationship Management (CRM) and email application, meantime as they are separate, sales rep have needed to move between them. This blog will help you to… Continue reading Integrating Salesforce and Microsoft Outlook by using Lightning for Outlook