To integrate outlook with Salesforce, follow the steps given below:
- Log in to your Salesforce account.
- Click on your profile picture or username and choose 'Setup' from the dropdown menu.
- In the search bar, type 'Outlook Integration.'
- Click on the option that allows you to enable Outlook integration. Follow the on-screen instructions to set up the integration.
- You might need to download and install the 'Salesforce for Outlook' plugin if you haven't already.
- Once installed, configure the settings to connect your Outlook account with Salesforce.
- Save any changes you made, and your Outlook should now be integrated with Salesforce.
