Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later. Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises. Now you can harness the power of email marketing with email integration from Salesforce. Transform your email inbox into an effective selling tool by syncing your contacts with your CRM, automating follow-up, measuring the ROI on your campaigns, and much more.

More and more companies are letting employees choose: Mac or PC. More and more employees are choosing Mac over PC because of its superior easy-of-use and absence of malware. But adding a few Macs into an IT environment that is predominately PC can create some unexpected issues. One such issue is “How Salesforce Outlook Integration for Mac can look exactly like the emails being logged by the PC users?” This is a particularly important problem because Salesforce for Outlook does not work on MacIntosh; it only works on Windows.

Salesforce Outlook Integration
by Match My Email

Watch this video to learn how to install Salesforce for Outlook. 💡 Also, we cover all the details in our blog post at Need he. The reason Salesforce for Outlook does not work on a Mac is because the Microsoft Outlook for Mac currently has no ad-on framework built into it. This means that it does not allow the installation of Salesforce for Outlook. So this lack of capability is not due to Salesforce.

Can You Use Salesforce For Outlook With Mac Osx

The ‘no hassle’ way to integrate Outlook for Mac 2011 with Salesforce!

The solution is Match My Email. Match My Email has a version especially well-suited for Salesforce Outlook Integration for Mac 2011 called Standard. Standard puts emails into Activity History just like Salesforce for Outlook. This enables Mac users to work side-by-side with Window users and still have their email synced and logged to Salesforce.com. When the Windows user sees a record in Salesforce — whether it is a Lead, Contact, Account, Opportunity or Case – they will see emails inserted into Activity History as Tasks, exactly as they would appear if the Mac user were using the Salesforce for Outlook on Windows plug-in.

Can You Use Salesforce For Outlook With Mac Catalina

Match My Email offers additional benefits to Mac users. It can be configured to be fully automatic. Unlike Outlook for Salesforce on Windows that forces the user to take an action each time an email is logged to Salesforce (i.e., click on the Add To Salesforce button), Match My Email can sort and file the emails to the right Salesforce record(s) automatically for the end-user. This saves the user hours of manual work each year logging emails to Salesforce. In addition, Match My Email creates better email data in Salesforce because it can be setup machine-to-machine. Taking the human out of the equation guarantees that the email record in Salesforce is perfect and up-to-date – no more missing emails in Salesforce due to human error or omission.

Finally, Match My Email’s proprietary ‘folder selection’ technology enables users to easily sync 100 to 10,000 old emails with a couple of mouse clicks.

The best way to see all the features and benefits of Match My Email is to schedule a 20-minute live demo. Contact sales@matchmyemail.com or click here to schedule a live demo.