The connection gets authorised and ready for testing the user connection with Outlook.Įnter the user’s email address whose email is same in both the systems (Salesforce & Outlook) in the Test your connection prompt.Ĭlick on test after entering the email address. The connection gets accepted and we will be getting the Office 365 Tenant ID automatically which is shown in below screenshot.Ĭlick on Connect. Once you click on Login button, It will automatically redirect to outlook login page.Įnter the details of Global admin User of Microsoft Account and click on Accept. Select the OAuth 2.0 and click on Log in Button. You could see two types of connection methods.
Enter Outlook Integration and Sync in the quick find box.
Lightning for Outlook and Lightning Sync from Salesforce Set Up Lightning for Outlook in the Microsoft Outlookįor setting up of Outlook connection to salesforce, please follow the below blog from points 1-9 to setup the users in outlook who needs to have sync with Salesforce. This blog post helps you to integrate Microsoft Outlook with Salesforce by using Lightning for Outlook sync by OAuth 2.0 connection method and create Custom Objects data from outlook.
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