Hi everyone!
I'm trayng to conect Salesforce to Outlook bout, with Lightning Sync and Einstein Activity Capture. What do I need in the Outlook side to integrate them? Exchage? I'm Trying to dowlad the Salesforce Add-ins but as I don't have Exchange and I can't. Do I have to get Exchange? Is the Salesforce Add-ins needed with bout of them, Lightning Sync and Einstein Activity Capture.
Thank you!
Hi @Salvador Estorch If you are trying to download the plugin to just your own email client (lets say outlook 2013, 2016) , simply go to manage add ins and install the salesforce addin. Here is step by step trailhead link. Only if you want deploy it to users so that it is available to everyone in your org, you can login with your exchange credentials and add the plug in so that everyone can see the outlook side panel. Ofcourse users would need to authenticate by logging into salesforce via the sidepanel. In order to sync, we recommend you to use Einstein activity capture which is far easier to setup then lightning sync. Please keep in mind that lightning sync is not available to new customers starting winter 21. Here is the article. Here is a video on Einstein activity capture. Please do watch it.
