- Salesforce Lightning For Outlook App
- Lightning For Outlook Demo
- Uninstall Lightning For Outlook
- Lightning For Outlook User Guide
|
| Finally the solution to Email Overload! Text Lightning, Outlook Power Tools, enables you to clear your overflowing Inbox faster than ever before. Every message you send will be better written and more detailed than if you typed it yourself, because Text Lightning gives you instant access to the text you have used to reply to similar messages in the past. Idor burp suite. You need only think of the best response to a question once and then reuse it whenever you are asked again. |
Screen Shots
Features
| One-Click Insertion of Text, Images and Files |
| All of the phrases and text snippets you commonly write in your messages can be added with a single click (plain text or formatted). The most relevant items are highlighted and any that do not match the current product or profile are hidden. You can also instantly add a selection of files, embedded images and formatted rich text. |
| Product Guessing |
| Specify a list of your products and their nicknames, and Text Lightning will determine which are mentioned in each message. With this it will personalize your responses and offer only relevant Quick Text |
From left to right, we've got: Email Message Lightning for Outlook Panel (Salesforce Add-In for Outlook) Lightning for Outlook Launch Button (opens the Lightning for Outlook panel). Open the email from Lightning Bolt Scheduler with the subject Calendar Subscription Notice. Copy the.ics file link from under the Outlook section of the email. Open the Outlook Web Application (OWA) and sign into your account. Select the Calendar icon, to the right of the Mail icon in the bottom left hand corner of the screen.
- Text Lightning, Outlook Power Tools, enables you to clear your overflowing Inbox faster than ever before. Every message you send will be better written and more detailed than if you typed it yourself, because Text Lightning gives you instant access to the text you have used to.
- TAMPA BAY - The Tampa Bay Lightning announced their 2021 regular season schedule, presented by AdventHealth, today. The schedule features a 56-game slate with the Bolts opening the season on.
- In the article it says Salesforce for Outlook, this is going to retire in december 2020. The new feature is called: Outlook Integration. What I want to know is if I should implement Lightning Experience first before implementing Outlook Integration. As Outlook Integration works for both Lightning and Classic.
| Never Type 'Dear Tom' Again! |
| When you reply to a message Text Lightning automatically starts the message with your preferred salutation using the recipient's name, e.g. 'Hi John' |
| Customize your Text Templates with Fields |
| Use 'Fields' in your Quick Text to specify text that changes by message, product or profile. E.g. %Message_Sender_First_Name% is automatically filled with the first name of the person you are replying to. %Product_Web_Page% is replaced with a clickable link to the web page of the relevant product. You can also use fields to attach files based on the date or insert conditional text, e.g. customize the message depending on whether the contact has purchased or not |
| One-Click Searching |
| With a single click you can search all your past responses to a message or contact |
| Quick Move |
| Archive messages to your favorite folder with a single click |
| Easy Copy |
| Isn't it frustrating trying to get the email of a message sender into the clipboard from Outlook? With Text Lightning it's available with a single click! |
| Web Form Message Support |
| When Text Lightning replies to a message submitted from a web form it can read the sender name and address directly from fields in the message body. You can also use the fields to automatically customize your reply (insert relevant text or files, etc) |
| Forgotten Attachment Warning |
| Text Lightning will even warn you whenever you intended to attach a file but forgot to do so |
| Easy Importing and Exporting |
| Read quick text directly from folders of text files, Excel and CSV files. Drag and drop text (e.g. from Word or Outlook) and files to instantly create new Quick Text items. Also, a Setup Wizard is included to allow you to quickly get started |
| Integrate with Other Programs |
| Need to access data from other sources? Text Lightning can dynamically read text and HTML files, and also data from the Registry or an Ini file. You can also launch other programs directly from Outlook passing any required details |
Learning Objectives
After completing this unit, you'll be able to:- List the requirements and other setup considerations.
- Setup the integration with Microsoft® Outlook®.
- Set up Einstein Activity Capture.
Roll Up Your Sleeves
Setting up the integration with Microsoft® Outlook® and Einstein Activity Capture isn't difficult, but it does require some time. And if you don't administer Microsoft Exchange, you can get that admin to work with you.
Before Ursa Major's admin, Maria Jimenez, invests time in any setup, she reviews system requirements for the Outlook integration and Einstein Activity Capture.
Requirements
| Support Detail | Outlook Integration | Einstein Activity Capture |
|---|---|---|
| Editions |
|
|
| User licenses | Requires the Standard Salesforce license with the purchase of Sales Cloud, Service Cloud, or Lightning Platform. | Supports up to 100 users on the Standard Salesforce license with Sales Cloud purchase. To set up more than 100 users for Einstein Activity Capture, a paid upgrade to Sales Cloud Einstein, Inbox, or High Velocity Sales is required. |
| Email server | Either:
| Either:
|
| Email clients | See the system requirements. | See the system requirements. |
| Browser | For Outlook on the web users, any of these browsers that allow cookies from Salesforce:
| Not applicable |
| Data storage | Data is stored on Microsoft servers and Salesforce servers only. If customers upgrade to Inbox, some data is stored on Salesforce Amazon Web Service servers. | Data is stored on Microsoft servers, Salesforce servers, and Salesforce Amazon Web Service servers. |
Want to Get Hands-on with the Outlook Integration and Einstein Activity Capture?
In this module, we assume you are a Salesforce administrator with the proper permissions to set up the Outlook integration and Einstein Activity Capture. If you're not a Salesforce administrator, that's OK. Read along to learn how your administrator would take the steps in a production org. Don't try to follow these steps in your Trailhead Playground. The Outlook integration and Einstein Activity Capture aren't available in the Trailhead Playground.
Comment on Joomla! Articles in phpBB forums. Auto-creating of phpBB topics for each Joomla! Article with including/excluding certain sections or categories. Supports phpBB BBCodes and smilies. Completely AJAX-driven system. Works with MyBlog. Features: Auto-creating of phpBB topics from Joomla! Articles with preserving of main HTML tags and images. Description The phpBB3 Joomla bridge component provides almost full synchronization between Joomla and forum profiles with Community builder support without any changes of core files. Ability to use current Joomla! Language in phpBB (phpBB language can be switched via JoomFish). Ability to block posts with certain keywords in subject or message text. Fast and elegant, no additional database queries are executed upon none-account related actions. Detailed installation instructions are. Phpbb joomla.
Set Up the Outlook Integration
- Click , and select Setup.
- Enter
Outlookin the Quick Find box, and then select Outlook Integration and Sync. - Turn on the Outlook integration.
- Ensure that Use Enable Enhanced Email with Outlook is on to log emails as standard message objects and activate Email to Salesforce. This setting lets reps add (or log) Outlook emails and their attachments to Salesforce records as Salesforce emails. Reps can add (or log) events and their attachments to Salesforce records as well. When you use Einstein Activity Capture, email and event capture automatically adds Outlook emails and events to the activity timeline of related Salesforce records.
- Give your sales reps instructions to set up the integration in Microsoft Outlook.
Customize the Outlook Integration Pane
Salesforce Lightning For Outlook App
After Maria finishes the basics for setting up the integration with Outlook, she customizes features to give her reps the best selling experience. Here's how.- From Setup, enter
Outlookin the Quick Find box, and then select Outlook Integration and Sync. - Enable Customize Content with App Builder.
- In the Email Application Pane section, create a pane and use Lightning App Builder to add components to the pane and assign the panes to users. You get loads of flexibility customizing how Salesforce content appears in Outlook. Learn how to use Lightning App Builder to make your reps even more productive.
Note
| Easy Importing and Exporting |
| Read quick text directly from folders of text files, Excel and CSV files. Drag and drop text (e.g. from Word or Outlook) and files to instantly create new Quick Text items. Also, a Setup Wizard is included to allow you to quickly get started |
| Integrate with Other Programs |
| Need to access data from other sources? Text Lightning can dynamically read text and HTML files, and also data from the Registry or an Ini file. You can also launch other programs directly from Outlook passing any required details |
Learning Objectives
After completing this unit, you'll be able to:- List the requirements and other setup considerations.
- Setup the integration with Microsoft® Outlook®.
- Set up Einstein Activity Capture.
Roll Up Your Sleeves
Setting up the integration with Microsoft® Outlook® and Einstein Activity Capture isn't difficult, but it does require some time. And if you don't administer Microsoft Exchange, you can get that admin to work with you.
Before Ursa Major's admin, Maria Jimenez, invests time in any setup, she reviews system requirements for the Outlook integration and Einstein Activity Capture.
Requirements
| Support Detail | Outlook Integration | Einstein Activity Capture |
|---|---|---|
| Editions |
|
|
| User licenses | Requires the Standard Salesforce license with the purchase of Sales Cloud, Service Cloud, or Lightning Platform. | Supports up to 100 users on the Standard Salesforce license with Sales Cloud purchase. To set up more than 100 users for Einstein Activity Capture, a paid upgrade to Sales Cloud Einstein, Inbox, or High Velocity Sales is required. |
| Email server | Either:
| Either:
|
| Email clients | See the system requirements. | See the system requirements. |
| Browser | For Outlook on the web users, any of these browsers that allow cookies from Salesforce:
| Not applicable |
| Data storage | Data is stored on Microsoft servers and Salesforce servers only. If customers upgrade to Inbox, some data is stored on Salesforce Amazon Web Service servers. | Data is stored on Microsoft servers, Salesforce servers, and Salesforce Amazon Web Service servers. |
Want to Get Hands-on with the Outlook Integration and Einstein Activity Capture?
In this module, we assume you are a Salesforce administrator with the proper permissions to set up the Outlook integration and Einstein Activity Capture. If you're not a Salesforce administrator, that's OK. Read along to learn how your administrator would take the steps in a production org. Don't try to follow these steps in your Trailhead Playground. The Outlook integration and Einstein Activity Capture aren't available in the Trailhead Playground.
Comment on Joomla! Articles in phpBB forums. Auto-creating of phpBB topics for each Joomla! Article with including/excluding certain sections or categories. Supports phpBB BBCodes and smilies. Completely AJAX-driven system. Works with MyBlog. Features: Auto-creating of phpBB topics from Joomla! Articles with preserving of main HTML tags and images. Description The phpBB3 Joomla bridge component provides almost full synchronization between Joomla and forum profiles with Community builder support without any changes of core files. Ability to use current Joomla! Language in phpBB (phpBB language can be switched via JoomFish). Ability to block posts with certain keywords in subject or message text. Fast and elegant, no additional database queries are executed upon none-account related actions. Detailed installation instructions are. Phpbb joomla.
Set Up the Outlook Integration
- Click , and select Setup.
- Enter
Outlookin the Quick Find box, and then select Outlook Integration and Sync. - Turn on the Outlook integration.
- Ensure that Use Enable Enhanced Email with Outlook is on to log emails as standard message objects and activate Email to Salesforce. This setting lets reps add (or log) Outlook emails and their attachments to Salesforce records as Salesforce emails. Reps can add (or log) events and their attachments to Salesforce records as well. When you use Einstein Activity Capture, email and event capture automatically adds Outlook emails and events to the activity timeline of related Salesforce records.
- Give your sales reps instructions to set up the integration in Microsoft Outlook.
Customize the Outlook Integration Pane
Salesforce Lightning For Outlook App
After Maria finishes the basics for setting up the integration with Outlook, she customizes features to give her reps the best selling experience. Here's how.- From Setup, enter
Outlookin the Quick Find box, and then select Outlook Integration and Sync. - Enable Customize Content with App Builder.
- In the Email Application Pane section, create a pane and use Lightning App Builder to add components to the pane and assign the panes to users. You get loads of flexibility customizing how Salesforce content appears in Outlook. Learn how to use Lightning App Builder to make your reps even more productive.
Note
Create Lightning Email Templates and add the Templates component to a customized App Builder Email Application Pane. Reps can quickly craft email messages using templates instead of writing messages from scratch. Learn how to use Lightning email templates with Outlook.
Sync Contacts and Events with Einstein Activity Capture
Maria's email integration puzzle is almost done. The final piece is to make sure reps can find the same, up-to-date information whether they're working in Salesforce or Outlook. That's where Einstein Activity Capture comes in. By syncing contacts and events between Salesforce and Outlook, reps spend less time entering data and switching between the two applications and more time focused on selling. But Einstein Activity Capture offers more than just contact and event syncing.
| Tool | Description | Benefit |
|---|---|---|
| Capture functionality | Emails and events that reps send and receive are automatically added to the activity timeline of related records. | Sales reps don't waste time logging emails and events to Salesforce records. Plus, when subsequent activity occurs on added emails or events, that new activity is automatically added to Salesforce. Sharing settings let you decide who can view the related emails and events, so that teams work together better. |
| Einstein Email Insights | Gives sales reps critical sales context alongside relevant emails. | Makes it easier for reps to send the timely communication to prospects and customers. |
| Activity dashboard | Shows a summary of sales activities that were added to Salesforce manually and by Einstein Activity Capture. | Visualize activity data and break it down into meaningful ways, such as by activity owners, activity types, and dates. |
| Activity metrics (Not available with Einstein Activity Capture Standard) | When you include Activity Metrics fields on list views, page layouts, reports, triggers, processes, and so forth, the data reflects activities that were added to Salesforce manually and by Einstein Activity Capture. | Gives sales teams the complete picture about activity data, and lets you create processes based on activity data. |
| Recommended connections (Not available with Einstein Activity Capture Standard) | Lead and contact records show which colleagues have the strongest connection to a prospect. | Makes it easy to connect with prospects to find new business. |
Maria already reviewed the Einstein Activity Capture system requirements and it's a good fit for Ursa Major's syncing needs. The additional productivity tools provide more value than she anticipated.
Note
What about Lightning Sync? You may have heard about Lightning Sync, which also syncs contacts and events. Starting in Winter '21, Lightning Sync availability is changing. Moving forward, Einstein Activity Capture is the long-term solution for syncing contacts and events between your Microsoft or Google applications and Salesforce. If you run Lightning Sync today and want to move to Einstein Activity Capture, first turn Lightning Sync off. The setting is located in the Lightning Sync section of the Outlook Integration and Sync page in Salesforce setup.
We continue to introduce improvements to Einstein Activity Capture based on the needs we hear from customers like you. To see when new features are available, stay tuned to the Salesforce Release Notes.
Set Up Einstein Activity Capture
Getting up and running with Einstein Activity Capture is simple.
- Give users access to Einstein Activity Capture through a permission set.
- From Setup, enter
Einstein Activity Capturein the Quick Find box, and then select Settings. The guided setup flow guides you through the following steps.- Connecting to the Microsoft server.
- Creating a configuration that controls what to capture and sync.
- Assigning users to a configuration.
- Optionally, define settings that control how emails and events are captured. For example, prevent Einstein Activity Capture from adding emails and events associated with a specific person or company. And select how new Einstein Activity Capture users share their emails and events.
- If you use only Einstein Activity Standard, turn on email insights. If you use Einstein Activity Capture through an add-on license, email insights is turned on by default.
Lightning For Outlook Demo
Want your reps to do even more? Learn about how adding Inbox features to the Outlook integration provides your reps with even more tools in their email.
Resources
Uninstall Lightning For Outlook
Learn more about setting up the Outlook Integration and Einstein Activity Capture.Lightning For Outlook User Guide
- Salesforce Help: Set Up the Outlook Integration
- Salesforce Help: Customize the Outlook Integration Pane
- Salesforce Help: Email Application Publisher Layouts
- Salesforce Help: What Is Einstein Activity Capture Standard?
- Salesforce Help: Set Up Einstein Activity Capture
