Introduction about Office 365 Salesforce Integration:
If both the outlook & Salesforce are essential in your daily work routine, you can boost your productivity by automatically syncing between these two systems. Salesforce for Outlook, a Microsoft Outlook integration application that you install, syncs contacts, events, & tasks between Outlook & Salesforce. In addition to syncing these items, you can add Outlook emails, attachments, events, & the tasks to multiple Salesforce contacts, & view Salesforce records related to the contacts & leads in your emails & events—all directly in the outlook.
Conclusion:
You may be able to customize what you sync & the sync directions between the outlook & Salesforce. Your administrator determines the level at which you can customize these settings in the Salesforce. The Salesforce.com provides integration for all the Microsoft Outlook platforms including the Office365, Windows, Mac, iOS & Android.
You can integrate Salesforce with Office 365 and SharePoint in 5 simple steps without any programming:
- Retrieve a security token from Salesforce. No installation or modification is required on the Salesforce side.
- Install the Salesforce Data Provider in your local system or cloud-based VM.
- Configure the Layer2 Cloud Connector to connect to Salesforce.
- Configure the Layer2 Cloud Connector to connect to Office 365 or SharePoint.
- Configure field mapping and data synchronization options between the data entities.