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Today, we’re excited to announce the new Salesforce App for Outlook. This exciting integration gives you a brand new way to experience Salesforce, right from Outlook and Office 365. Even better, it’s 100 percent cloud based with nothing to install! The Salesforce App for Outlook is the latest milestone of our strategic. We built the app with the goal of making you more successful by enabling you to view Salesforce contacts, leads, accounts, opportunities, cases and users in context of email — seamlessly inside of Outlook. Now you can leverage Salesforce right within Outlook to determine the best next steps in a deal and stay on top of open support issues.

Unfortunately, Mac users can't use Salesforce for Outlook as it is only supported for Windows users. However, you have the option of using Lightning for Outlook. This is available for both Windows as well as Mac users. Salesforce help; salesforce training; salesforce support.

View Salesforce Data right within Outlook (viewed in Outlook 2013) Create a Contact View Account Information Summary Video For more information, check out The Salesforce App for Outlook is currently in beta and requires a subscription to Salesforce Enterprise Edition (or higher). The app works with Mac and Windows and Outlook 2013 and Outlook Web App today. We are working closely with Microsoft to make the app work with new Outlook products in future releases. For users of legacy, on-premise versions of Outlook, the Salesforce for Outlook plug-in remains supported and the team is adding new features in every release. Please contact your company Salesforce administrator to activate the Salesforce App for Outlook.

Once activated, you can get the application for free from the store by visiting the Microsoft Office store at. See the video below for additional details. Set-up Video For more information, check out: View Salesforce Data right within Outlook (viewed in Outlook Web App) For more information,.

Match My Email automates salesforce outlook integration. It works with every version of Outlook for Windows (2007, 2010, 2013, 2011, 2016), Outlook on Mac, and Outlook Web Access. The app works with Outlook on any operating system including Windows, Mac, iPhone/iOS and Android. Match My Email is cloud technology, not a software plug-in. Free photo editor tools for mac.

Outlook add-ons like Salesforce INBOX, Lightning for Outlook, Linkpoint360 and Cirrus Insight 365 cause compatibility and update problems. They slow down Outlook and your desktop/ laptop. They cause OS crashes and Internet connection drops. Match My Email is invisible in Outlook. The app works completely in Salesforce increasing usage and adoption. The app is fully automated and customizable. Cloud apps are managed and updated automatically in the background.

Match My Email works with all versions of Outlook (2007,2010, 2013,2016), Outlook Web Access, Outlook on Mac, Outlook on Gmail, iPhone/iOS and Android. It connects to Office 365, Microsoft Exchange, Gmail, iCloud or any other IMAP-compatible server or services directly. The app takes copies of inbound and outbound emails from Selected Folders, typically INBOX and SENT. These emails are analyzed in the Match My Email cloud for matching attributes. When an attribute in an email matches an attribute(s) in a Salesforce record(s), the email is uploaded to the Salesforce record(s). Match My Email matches emails automatically to standard Sales Cloud records by full email address – Leads, Contacts, Accounts, Opportunities, and Cases.

It can be customized to match emails to custom records and fields by full email address, roll-up, domain name, word(s) or number(s) in the Subject Line and/or body tags. It connects directly to the user’s email account in the cloud. Then it imports copies of emails from selected folders like INBOX and SENT ITEMS and processes them for relevance in the Match My Email cloud. When the app finds a match between an email and a record in Salesforce, it uploads a copy of the email to the right Salesforce record(s).

Match My Email is a MultiMatch app. It matches emails to multiple Contacts at once. Outlook add-ons only sync emails to one Contact at a time and they require the click of a button for each match to occur. Match My Email works seamlessly with every on-premise and hosted Exchange server. Match My Email works with any version of Outlook connected to any IMAP email service.

Major IMAP email service providers are Gmail, GoDaddy, Rackspace, Yahoo, Hotmail, AOL, dotster, Hostgator, Bluehost, Open-Xchange and many others. Match My Email even enables Outlook ‘lovers’ to continue to use their favorite email client if their company switches to Google technology. Match My Email works with in-house Exchange servers. Match My Email accesses the Exchange server via its secure IMAP port and extracts copies of emails for processing and matching to Salesforce in the cloud.