Capture and sync
Einstein Activity Capture automatically captures emails and syncs events and contacts to Salesforce, eliminating time wasted on data entry.
Lightning Sync connects your email server to Salesforce, automatically syncing contact data and events between the two systems.
Manual logging chosen instead of automating at this time.
Einstein Activity Capture, our next generation email integration and sync solution that automatically captures emails and syncs calendar events and contacts, is available in the Lightning Experience. Please contact your Salesforce admin or sales rep to upgrade today.
Choose your user experience
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Outlook integration
Included
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Add Salesforce Inbox
to Outlook Integration
$25
USD per user
per month |
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Contextual CRM
Access relevant customer data on every email
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Quick-create
Add new deals to your pipeline or create any other Salesforce record without leaving your mailbox
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App Builder
Easily configure the experience and surface custom Lightning Components in your email application
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Desktop app
Salesforce add-in for Outlook
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Manage Tasks
Leverage the richness of your CRM Task processes directly from your email application
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Manual Logging
Copy emails and appointments you select to Salesforce
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Mobile app
Productivity app that brings together email, calendar, and Salesforce
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Send Later
Deliver every email at the right moment by scheduling its delivery
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Read Receipts
Plan your next move with insight into email engagement
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Insert Availability
Secure customer meetings faster by eliminating scheduling friction
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Text Shortcuts
Save time with an easy way to insert text you commonly use into a message.
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Outlook integration with Inbox
Access CRM data right from Outlook. Turn on Salesforce Inbox for the mobile app with Einstein AI personal assistant functionality.
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