Many of our customers who are planning to implement Salesforce want to automatically incorporate emails sent and received in Outlook into their Salesforce activities. This is because email correspondence from business meetings contains important information that can be very useful when a handover occurs or when a manager wants to understand the status of a business meeting. So you can improve operational efficiency by easily sharing information.
In fact, Salesforce has a function to integrate with Outlook. The feature called “Outlook Integration (video)” makes it possible to store emails from Outlook to specified business meetings and activities of business partners and business partner managers.
However, this feature is not the same as “Outlook Integration”, which is always available if you are using Outlook. There are “certain conditions” that must be met in order to use this feature. Some customers may sign up for Salesforce without being aware of these conditions, so be sure to check them before signing up.
The conditions for using Outlook Integration are listed below.
- You must be using Office365 (Microsoft365) and the mail server must be Exchange Online.
- You must be using installed Outlook and your mail server must be Exchange Server.
Either of the above two conditions must apply.
In other words, you must be using either “Exchange Online” or “Exchange Server” as your mail server. It is often the case that some companies use an installed Outlook and their mail server is a rental server mail server. This is especially the case for most small and medium-sized companies. Note that in such an Outlook usage environment, the Outlook Integration function for importing email into Salesforce cannot be used!
- Exchange Online: A mail server for using Office365 (Microsoft365).
- Exchange Server: A mail server that runs on a Windows server.
I will also include a help article on Salesforce.