How to Install Salesforce for Lightning (Video Instruction)

May 14, 2024
4 min

Tired of having to jump back and forth between Salesforce and your Microsoft Outlook client to sync up emails and calendar activities? In this post, we’ll show how to install Salesforce for Lightning.

It’s a subject that pops up frequently when talking to clients about integration and best practices when using Ascendix products on Salesforce Lightning.

So, we recorded the How-to video to guide you through the whole process.

 

 

Requirements

 

Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later. Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises.

Before we get started let’s make sure we meet the minimum specifications for integrating Salesforce for Outlook.

Outlook Program Versions:

  • Outlook 2016
  • Outlook 2013

 

 

Operating System:

  • Windows 10
  • Windows 8.1
  • Windows 7
  • MAC OS X 10.10 and up

Email Server:

  • Exchange 2016/2013 on-premises
  • Exchange Online with Office 365

Note: This information is gathered from the Trailblazer Community.

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Enabling Salesforce for Outlook

You will need to get in touch with your Salesforce Administrator to enable Lightning for Outlook.

  • Once you are logged into Salesforce locate the Setup tab in the top right and select it.
  • Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it.
  • Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to enable Lightning for Outlook.
  • More options should now be available.
  • Click on the grayed-out bar next to Enable Enhanced Email with Lightning for Outlook
Salesforce Lightning for Outlook Settings

Salesforce Lightning for Outlook Settings

 

Salesforce for Outlook Add-In

In your Outlook client locate the Get Add-ins icon on the top right of your home bar and search for “Salesforce” and enable the Add-in.

 

Salesforce add-in in Outlook

Salesforce add-in in Outlook

 

Once you have that enabled close out of this window.

Then select the Salesforce Cloud Icon that should appear in the top right.

You will be prompted to log in to your Salesforce instance.

Please note by enabling the add-in Outlook your Office 365 account will have the same functionality as well.

 

Outlook to Salesforce Lightning interface

Outlook to Salesforce Lightning interface

Congratulations! Now your Outlook to Lightning interface is ready to use!

Enabling Lightning Sync

Disclaimer! We are not liable for any loss of data or data duplication caused by improper configuration of Lightning Sync. As a best practice back up your data before attempting any sort of syncing.

The following steps must be completed by your System Administrator. We recommend reading the following about Lightning Sync before continuing with the steps below.

  • Locate Lightning for Outlook and Sync and enable Lightning Sync by selecting the grayed-out bar.
  • Choose either OAuth 2.0 to login directly as Admin or choose Service Account
  • Login and follow the instructions provided
  • Once your connection is tested select New Config under Set Sync Settings and Check Status
  • Select New Lightning Configurations
  • Add a Configuration Name, check the active checkbox, add all users you wish to have a certain configuration
  • Now choose your Sync Direction and additional settings
Enabling Enhanced Email with Lightning for Outlook

Enabling Lightning Sync for Outlook

  • Save and configure your remaining settings and save again.

Frequently Asked Questions

Some of you got in touch with us with additional questions. In this section, we’ll post selected questions and our answers.

Q: What will be the mandatory requirements for the client to integrate outlook to Salesforce? 

A:  To find the minimal requirements to integrate Salesforce for Outlook please visit this link: Outlook Integration System Requirements.

To set up any sort of syncing, access to a service account or Exchange admin credentials is necessary as part of the configuration process. This is what handles impersonation between the user’s exchange mailbox and the exchange server.

Q: Can we integrate outlook to Salesforce without the ms exchange server stuff? 

A: Without Exchange, you will not be able to use the Salesforce for outlook integration as this is a cloud integration

Q: I am curious about the version of Outlook. What’s the kind of license and installation? I am having a problem keeping the Salesforce Inbox tab ‘pinned’ in Outlook 2016. Thanks!

A: Salesforce inbox is a separate addition to Salesforce for Outlook. However, if you are using outlook 2013 or a not fully updated version of outlook 2016 you would have an issue with pinning.

Q: Can you please explain why you would need to enable the “Email to Salesforce” option? We have not enabled this option and are having problems connecting to Salesforce from Outlook 2016.

A: Email to Salesforce allows users to log emails from the Salesforce Side Panel as an actual email rather than as a task in previous versions of the integration.

 

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Comments

Bill

once you log into salesforce through the outlook plugin, How do you log out or change the user?

Anzhelika Serhiienko

Hi Bill,

To log out or change your user click on the avatar icon in the top right corner of the Outlook Plugin and you should see an option to Log Out.

Hope it helps.

Ruben

Is there a possibilitiy that an opportunitie is automaticly created in Salesforce when i get an Email in Outlook ?

Anzhelika Serhiienko

Hi Ruben,

Unfortunately, it’s not possible, but you can add a global action to allow for the creation of an opportunity within the Salesforce Side panel to allow for the creation of an opportunity record without navigating into Salesforce. 

Hope it was helpful.

Alexie

Today, when sales representatives create a meeting in Outlook, it syncs with Salesforce. Is it possible for this process to automatically create a visit and associate it with a store? Just to provide some context, the sales representatives work with consumer goods sector ?

Anzhelika Serhiienko

Hi Alexie,

Yes, it’s possible but requires creation of a flow, out-of-the-box this functionality does not exist outside of syncing calander events.

If you need any further help, please reach out to our consultants.

Regards

kevin

Has anyone encountered this error in outlook when trying to install the add in for salesforce? – ““Unfortunately, your organisation has disabled access to this add-in. Please contact your administrator to request access.” – Curious if this is on the exchange side or something on the salesforce side of things.

Anzhelika Serhiienko

Hi Kevin,

This error is due to elevated Exchange requirements set by your administrator disallowing you from installing plugins to your Office 365 account. You will need to reach out to your IT team to either have the application installed on your behalf or relaxing the restrictions on the exchange side to allow installation of apps.

If you have any other questions, feel free to reach out to us

Himanshu

I’ve read blogs and articles mentioning that the ‘Salesforce for outlook’ is retiring from 2023. Is the same true for ‘Lightning for outlook’ as well?

Anzhelika Serhiienko

Hi Himanshu,

Yes, Salesforce for Outlook fully retired in June 2023. Salesforce encourages users to upgrade to their advanced solutions, Outlook Integration and Einstein Activity Capture, for enhanced Outlook integration.

Thanks

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