Salesforce App for Outlook now available
The Salesforce App for Outlook is now available as announced on the Salesforce blog.
It is available for Outlook and Office 365, and it’s fully cloud-based, which means no downloads or installs are necessary.
The Salesforce App for Outlook allows you to view Salesforce contacts, leads, accounts, opportunities, cases and users in context of email right within Outlook.
See the Outlook interface screenshot below of Outlook 2013 with the Salesforce app installed:
Whether it is a followup on a deal or a new lead, or a support ticket that is still open: you can keep track of its progress right within Outlook.
The Salesforce App for Outlook is in beta and requires a subscription to Salesforce Enterprise Edition (or higher). and the app works with Mac and Windows and Outlook 2013 and Outlook Web App. For users of legacy, on-premise versions of Outlook, the Salesforce for Outlook plug-in remains supported and the Salesforce development team is adding new features in every release.
The setup video below shows you how the Setup of the Salesforce App for Outlook takes place:
To find out more about the app and options for Salesforce customers, be sure to check out the announcement on the Salesforce blog here.