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#LIGHTNING FOR OUTLOOK MAC HOW TO#
#LIGHTNING FOR OUTLOOK MAC FOR MAC#

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.

#LIGHTNING FOR OUTLOOK MAC FOR MAC#

This add-in is supported in Outlook 2013 for Windows, Outlook 2016 for Windows, Outlook 2016 for Mac or Outlook on the web with either Office 365, Exchange 2013 or Exchange 2016 mailboxes.

You will need to click on the View and then sign in using your Salesforce credentials Salesforce today announced the general availability of Lightning for Outlook add-in to all Salesforce customers with the necessary licenses.

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.

Lightning is a calendar application from the good folks at Mozilla (makers of the. Make sure that you have the latest version of Outlook for Mac 2011. Outlook is part of the Mac version of Microsoft Office (Office 2011.

#LIGHTNING FOR OUTLOOK MAC HOW TO#

Follow the steps by logging into your work account How to delete an account: Troubleshooting: What to do when Outlook cannot establish.

Option 1 – Assuming you are running on Microsoft OWA and can access your email via then you can follow these steps. Once you are done filling out the information click Save.

In the Microsoft section, select New to add your company’s domain – here is where your IT person will be helpful.

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.

In Salesforce go to Setup -> Lightning for Outlook -> Settings.

You will need them for things like your mail domain and potentially installing the add-in.

Go sit with someone you like on your IT staff.

Keep in mind this post is designed for Admins, not end users using Lightning for Outlook for the first time. Similarly to Salesforce, my winner in the race was Lightning for Outlook.Īfter 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. 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.