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1. #How to integrate salesforce for outlook mac 2016 how to#
2. #How to integrate salesforce for outlook mac 2016 install#
3. #How to integrate salesforce for outlook mac 2016 code#

#How to integrate salesforce for outlook mac 2016 code#

Lightning Components, the reusable building blocks of code that snap into apps with drag-and-drop ease, are at the core of Lightning for Outlook. Introducing Lightning for Outlook: Connecting the World’s #1 CRM and Business Email Services Traditionally, CRM and email have been disconnected, and reps have had to spend their day toggling between the apps and updating data manually. In fact, the average sales rep spends more than 70 percent of their time sending and responding to email every week. CRM helps them structure their day, get a 360-degree view of their customers and know when to engage, while email is how reps communicate. Today, sales and service reps rely on two apps above all others-CRM and email. Leading companies including Accenture, BMC Software, TechBridge and Unilever leverage joint solutions from Salesforce and Microsoft to connect with their customers in entirely new ways. Lightning for Outlook is the latest solution resulting from Salesforce and Microsoft’s strategic partnership, which empowers our customers to collaborate more effectively. With the new Lightning for Outlook add-in, users have an integrated, customizable experience across Salesforce and Microsoft Outlook, empowering them to create a tailored inbox experience so they can work the way they want. SAN FRANCISCO-June 28, 2016-Salesforce (NYSE: CRM), the Customer Success Platform and world’s #1 CRM company, today announced Lightning for Outlook, unifying the world’s #1 CRM and business email services. Lightning for Outlook is the latest solution from Salesforce and Microsoft’s strategic partnership, making mutual customers more successful With Lightning Components in Outlook, now partners and customers can build custom components on the Salesforce Platform and seamlessly snap them into Outlook for a personalized inbox experience Innovations include new Lightning Components in Outlook, Lightning Sync and the new Lightning User Experience New Lightning for Outlook gives users an integrated, customizable experience across Salesforce and Microsoft Outlook, empowering teams to be more productive than ever before

#How to integrate salesforce for outlook mac 2016 how to#

#How to integrate salesforce for outlook mac 2016 install#

Admins will see the option to install this for everyone in their organization.

Go to the Microsoft Marketplace and click Get It Now.In addition to the Outlook Web App, we support the Outlook 2016 desktop version up to the latest for Microsoft and the 2019 version up to the latest for Mac. The integration is available to everyone that uses Asana and has an Office 365 subscription. How to set up the Asana for Outlook integration Now you can add the email to an existing Asana task as a comment right from Outlook by clicking Related Tasks in the Outlook top bar, searching for the task you’d like to add the email to, and then click Attach Message. But without these details and context, they can’t effectively do their work. Your entire team probably isn’t copied on every email chain that includes information they need to do their jobs. Once you've connected Outlook with Asana, you can use Rules to automatically trigger actions on Asana tasks created from Outlook. To turn the email into a task, simply click Create Task in the Outlook top bar.

You can then assign the new task to yourself or a teammate, set a due date, and add it to a project so it’s connected to other relevant work. Ways to use Asana for Outlook Turn emails into tasksĪs action items come in via email, like reviewing work from your agency or a request for design assets from a partner, you can now create tasks for them in Asana right from Outlook.