Microsoft Outlook Edition

Empower Outlook Users to Work More Productively

Salesforce is completely integrated with Microsoft Outlook for increased flexibility. You also can embed Salesforce directly into Outlook so you can synchronise your Outlook address book and calendar with Salesforce. Use Outlook email to communicate with customers while easily capturing everything in Salesforce for organisation-wide visibility.

Capture Outlook Emails

Add incoming or outgoing Outlook emails to the appropriate record in Salesforce with a single click in Outlook. Because you can select the emails that are logged in Salesforce, the system isn’t cluttered with irrelevant communications.

Address Book and Calendar Synchronisation

Synchronise your Outlook address book and calendar with Salesforce to keep all your contacts and activities up to date in both places. Enjoy complete contact management and synchronisation between Microsoft Outlook and Salesforce.


Real-Time Record Matching

Automatically look up the matching Salesforce lead, contact, opportunity, or case in real time when adding Outlook emails to Salesforce. You can also search by keywords to find the matching record.

Address Lookup

Search your Salesforce customer database from within Outlook and include your contacts or leads in the list of recipients for outgoing email messages.

Additional Mobile CRM Features

Salesforce also integrates with other Microsoft Office applications, including Microsoft Word and Microsoft Excel, to give you the additional flexibility and capabilities you need. And salesforce.com’s mobile CRM capabilities let you stay connected with your data all the time from anywhere in the world.