Salesforce Lightning For Outlook Mac Download



One of the great features of Salesforce Classic is its ability to send emails using Outlook, Gmail and MacMail from inside a Salesforce record by just clicking on the email address field. One click and the user’s email editor opens up in a pop-up window. Once the email is sent, the popup window disappears. The Classic email composer is intuitive and productive.

Then came Lightning. It changed just about everything. Some for the better and some for the worse. One thing that Lightning changed was the way that email address fields work by default. With Lightning, a click on the email address field launches the new Lightning email message composer. Many people, especially Classic users, don’t want to use the new Email Message editor and they are frustrated. With the default Lightning setting, sending an email using Outlook, Gmail, Apple Mail or SUPERHUMAN requires the user to leave Salesforce and open a separate email composer window.

Lightning Users Can Send Email Using Outlook, Gmail or Apple Mail from inside a Lightning Record by Making a Simple Configuration Change

Salesforce Customer Secure Login Page. Login to your Salesforce Customer Account. Looking at Lighting for Outlook (L4O) and Salesforce for Outlook (S4O) I think these are the combinations that can work (provided you use the right versions, but both Outlook 365 and on-premise Exchange Server can be used): Outlook on Windows PC (YES: L4O, S4O) Outlook on Mac (YES: L4O) Apple Mail on Mac (NO) Outlook Web App - Chrome (YES: L4O).

Salesforce lightning outlook integration

This new Lightning functionality really bugged the developers at Match My Email, because it resulted in a lot of unhappy customers who didn’t want to be forced to use the Salesforce Email Message object when clicking on an email address field. Users don’t see the value added of the new Email Message object especially if they hadn’t opted for Einstein, which is super expensive.

Finding a solution to this problem wasn’t easy. Our developers didn’t realize that Salesforce Help used the terms ‘email composer’, ‘email editor’ and ‘default email application’ interchangeably to describe the functionality. It is one of those things that is really hard to figure out if you don’t know what key words to search for on Salesforce help and in the community bulletin boards. Fortunately, early Monday morning while working on something else, one of our developers in New Zealand found a configuration button in Personal Settings under Email that solved the issue. To configure Salesforce to use your regular email client when clicking on an email address field follow the steps below:

Salesforce for outlook download

To configure Salesforce to use your email client when clicking on an email address field in any record type, follow the steps below:

  1. Click on View Profile [the round icon on the far upper right of the screen]
  2. Then click on Settings in the drop-down
  3. Then Email on the left control panel
  4. After opening the Email drop-down, click My Email Settings
  5. Then go down the screen to the fifth item “When you click an email address to compose an email, which email editor do you want to use?”
  6. Then click the second option “Default Email Application”
  7. Save

About Match My Email

Salesforce Lightning Outlook Plugin Download

If you would like to make your Salesforce deployment even better, take a look at how automated email integration can increase productivity and user satisfaction. Match My Email, the leading automated syncing app for Salesforce, fixes the flaws in other email syncing tools and fills in their functionality gaps.

Match My Email syncs to multiple email addresses for the same Contact and/or Lead [MULTIMATCH], eliminates duplicates emails in Salesforce [DEDUPE], is fully customizable so it can sync to custom records [CUSTOM MATCH], can sync by unique attributes like names, words or numbers in Opportunities [PRECISION MATCH] and creates email meta-data that can be used to track email activity by customer or user [TRACKING]. For a Live Demo of the app, use this scheduling tool.

FREE Downloadable Guide

5 Salesforce Trails Admins Don’t Know,
But Need To Know

  • The Starting Point for Aspirational Admins
  • 5 Foundational Trails to Become a Certified Admin
  • Trail Insights from Experts
  • Admin Reading Material

Recently I posted a comparison blog about the differences between Salesforce for Outlook and Lightning for Outlook, Salesforce’s two products that are designed to make your sales guys work more efficiently right out of their email client. Similarly to Salesforce, my winner in the race was Lightning for Outlook.

After switching users from Salesforce for Outlook to Lightning for Outlook, I have created my own short how-to that I think is a bit easier to follow than the mass of documents Salesforce provides. Keep in mind this post is designed for Admins, not end users using Lightning for Outlook for the first time.

Salesforce side setup:

  1. Go sit with someone you like on your IT staff. You will need them for things like your mail domain and potentially installing the add-in.
  2. In Salesforce go to Setup -> Lightning for Outlook -> Settings
  3. Click Enable Lightning for Outlook
  4. You may choose to set up Enhanced Email which has the attached emails stored as email in Salesforce instead of tasks – I am going to skip this for now.
  5. In the Microsoft section, select New to add your company’s domain – here is where your IT person will be helpful. Once you are done filling out the information click Save.

Microsoft Outlook setup:

Option 1 – Assuming you are running on Microsoft OWA and can access your email via https://outlook.office.com/owa/ then you can follow these steps.

  1. Go to https://store.office.com/en-us/app.aspx?assetid=WA104379334&ui=en-US&rs=en-US&ad=US&appredirect=false
  2. Click the Add button
  3. Follow the steps by logging into your work account
  4. After completing the login and confirmation steps you can open Outlook and you should see the View in the toolbar – if you had Outlook open you may need to restart.
  5. You will need to click on the View and then sign in using your Salesforce credentials
  6. You are all set! You can use the thumbtack in the upper right-hand corner to pin it the window so it’s always open.

Salesforce Lightning Outlook Add In

Option 2 – If you are unable to use the link above then follow the steps below.

Salesforce For Outlook Download

  1. Open Outlook and go to File
  2. Select Options -> Add-Ins -> Add-In Options
  3. This will launch the Manage Add-Ins window in your browser
  4. From here click on the Add from Office Store found in the + icon
  5. You can then search for Lightning for Outlook in the store
  6. Once you have found the app click Add
  7. Follow the steps by logging into your work account
  8. After completing the login and confirmation steps you can open Outlook and you should see the View in the toolbar – if you had Outlook open you may need to restart.
  9. You will need to click on the View and then sign in using your Salesforce credentials
  10. You are all set! You can use the thumbtack in the upper right-hand corner to pin it the window so it’s always open.

Salesforce Lightning For Outlook App

Let me know in the comments if you would like a short tutorial on how to change the layouts in Lightning for Outlook or if a user guide would be helpful!