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Hi everyone:

 

Given that the "Salesforce for Outlook" integration is being discontinued December 2020, I am trying to start my Sales Reps on the new Outlook Integration (or Lightning Sync; I'm not entirely clear on the differences yet).

 

However, this does not seem to work if our company domain is not hosted on Office 365, or if our Sales Reps want to use the Desktop Outlook app, does it?

 

Please let me know how your companies are dealing with this; I greatly appreciate and look forward to your insights.

 

Thank you in advance!

4 comments
  1. Apr 22, 2020, 2:03 PM

    We are on office 365. We use the desktop app. You just have to download the side panel from the MS app store, or work through your MS Office Admin.

    Outlook integration is the email side of the integration. Lightning sync falls more on the event/contact sync side. Contact sync was a nightmare in testing, and my research showed that most people avoid it due to some odd temperamental behaviors.

    My biggest suggestion would be to roll it out to a small group, and then add users incrementally, don't do it all at once, as we've now been dealing with issues for 3 months now periodically that all come back to lightning sync.

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