Taking the Mystery Out of Salesforce Outlook Integration

 



Every day, more than 306 billion emails are sent and received by approximately 4 billion email accounts.


These high email rates are most likely due to your sales department. Among the most efficient and productive opportunities to convey with potential and existing customers is through email.


Whenever your workforce integrates Outlook with Salesforce, also it saves time. Salesforce Lightning Sync was created to make syncing customers and activities among Salesforce and your Microsoft or Google email provider simple and safe. Workers would be able to access both their emails and Salesforce information in one spot, rather than having to enter information into groups on separate platforms.


However, there is one fundamental flaw: Lightning Sync has been deprecated by Salesforce.


What occurred with Salesforce and Lightning Sync?


Salesforce agreed not to offer Lightning Sync to prospective consumers beginning in late 2020, and there were no plans for future business upgrades. Because of this modification, sales professionals' contacts and activities can no longer be synced between Salesforce and Microsoft or Google apps. Salesforce for Outlook is following in Salesforce's footsteps and would be taken out completely by June 2023.


How did Salesforce make such a significant change? As Salesforce no longer provides Microsoft Internet Explorer 11, while Salesforce depended on IE11 to display Salesforce functionality from Outlook, Salesforce is no longer supporting it.


Einstein Event Capture is Salesforce's equivalent to Lightning Sync and Salesforce for Outlook. Genius Event Capture, according to Salesforce, is the long-term approach for syncing contacts and activities among Microsoft and Google apps and Salesforce. Einstein Event Capture would keep evolving, with enhancements depending on client feedback.


What are the benefits of using Einstein Activity Capture?


Einstein Activity Capture, which provides the same core functionalities as Lightning Sync, is recommended by Salesforce to its clients. Not only will Einstein Event Capture sync your customers and activities, but it would also bring certain additional productivity-enhancing capabilities to your Salesforce platform.


The following are among the advantages and functions of Einstein Event Capture that Lightning Sync does not have:


  • Sync activities via your calendar app to Salesforce in real-time.


  • As new customers, a quick first-time sync is available.


  • Salesforce administrators can follow a stage process setup sequence to configure user accounts.


  • By depending on Microsoft's auto-discovery function, interact with Salesforce.


  • View Microsoft or Google emails on the event timelines of associated accounts, contacts, leads, possibilities, contracts, and quotations automatically.


  • For development by encouraging important topics, look at Einstein Email Insights on emails.


  • Explore suggested connectors on customers and prospects to aid in the development of client engagement.


Are there other Einstein Action Capture alternatives?


Companies might explore cooperating using a few prominent third parties for their Salesforce integration with Microsoft or Google. Here are three to look into:


Introhive is a SaaS system powered by AI that aims to help businesses realise the benefits of their unused data. It integrates with CRM, automation, and business intelligence software. The AI engine consumes massive volumes of data from many apps to create "connection graphs" that may be used to identify sales goals and estimate "winnability." On the AppExchange, Introhive for Salesforce is provided.


DotAlign collects connection information and contact details from sources of data such as email messages, meeting requests, contact cards, LinkedIn, and CRM, autonomously and smartly, addressing queries like who contacts someone and how to find them. DotAlign synchronizes with Salesforce to keep your Salesforce instances up to date with clean, de-duplicated data directly from your mails.


Riva enables an interoperable information flow among apps such as email, calendar, contacts, and projects, as well as CRM. It synchronizes relationship information among systems and removes necessity task switching, program toggling, and duplicate data entry. Riva is a Salesforce AppExchange app that integrates with Microsoft and Google email and calendar applications.


Using email to turn it into an effective sales tool


By integrating Salesforce with Microsoft or Google, you can get a comprehensive picture of all your client meetings. Keep track of your accounts without wasting precious time entering data manually by allowing Salesforce to log and categorise all of your important emails and activities.


However, you must first successfully transition from Einstein Event Capture. WinklixTech, a Salesforce partner, can assist in making the move as painless as possible so that your staff can go back to delivering those emails. Learn how our experts could assist you.


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