salesforce for outlook plugin missing from toolbar

Shows a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture. Makes it easier for reps to send the timely communication to prospects and customers. Gives sales reps critical sales context alongside relevant emails. Sharing settings let you decide who can view the related emails and events, so that teams work together better. Plus, when subsequent activity occurs on added emails or events, that new activity is automatically added to Salesforce. Sales reps don’t waste time logging emails and events to Salesforce records. If you also have Inbox, some data is stored using a public cloud provider.ĭata is stored on Microsoft servers, Salesforce servers, and some data is stored using a public cloud provider.Įmails and events that reps send and receive are automatically added to the activity timeline of related records. Microsoft Edge, most recent stable version (Windows only)ĭata is stored on Microsoft servers and Salesforce servers only.Apple® Safari® 10 or later, most recent stable version recommended.Mozilla® Firefox®, most recent stable version.Google Chrome™, most recent stable version.

Exchange hybrid deployments (supports capture functionality only)įor Outlook on the web users, any of these browsers that allow cookies from Salesforce:.

Salesforce admins work with the Exchange admins when setting up the integration.

Integrating Salesforce with Outlook requires Exchange server settings and general knowledge of the server setup. To set up more than 100 users for Einstein Activity Capture, a paid upgrade to Sales Cloud Einstein, Inbox, or High Velocity Sales is required. Supports up to 100 users on the Standard Salesforce license with Sales Cloud purchase. Requires the Standard Salesforce license with the purchase of Sales Cloud, Service Cloud, or Lightning Platform. Available in Lightning Experience and Salesforce Classic.

Salesforce for outlook plugin missing from toolbar