A few examples could be a customer request for service or a request to book an appointment or meeting. With an application network, it is also possible to group APIs together to build out process APIs and connect Salesforce and Outlook to other systems. Perhaps you’re a LOB employee and your IT team has already set up an application network with connections to other Microsoft Office systems you can reuse the connections already in place to connect Salesforce and Outlook. This pre-built connector makes it easy to build API-led connectivity between your Microsoft Office systems and any other system you may need to connect to it. If your Salesforce for Outlook API is one of the first integrations in your network, we already have our Microsoft Office 365 connector you can use. By building an application network, businesses can easily connect all of these with APIs, which can be reused across the organization to create a fully connected enterprise. Because Salesforce and Outlook are common applications that need to be connected, there are lots of options for integrating them, with varying difficulty based on business needs.Īt MuleSoft we believe that API-led connectivity is the best possible way to integrate all of your systems, applications, devices, and all of their data. Do you want all data points? Only contacts? Exclude calendar events? The answers to these questions will likely come from the LOB end user or decision maker asking for the integration. How to connect Salesforce and Outlookīefore blindly integrating, decide which data you want to sync between these systems. From the Outlook application, they also have visibility into Salesforce records associated with an email contact without going into Salesforce to find it. With a Salesforce for Outlook integration, all Outlook data is auto-synced to the associated contact in Salesforce. Sales representatives use Outlook to communicate and book meetings with existing or potential customers, meaning any new information or contacts need to be manually added to Salesforce from Outlook. Let’s apply these benefits to a common use case: the sales team. Save employee's time and drive business efficiency.Allow visibility into Salesforce customer data within the Outlook application.Keep customer records up-to-date in near real-time.Automatically sync contacts, events, and tasks between Salesforce and Outlook.Here are a few benefits that come with integrating Salesforce for Outlook: A Salesforce for Outlook integration creates the least amount of barriers between customer-facing employees and the data they need to be successful in their roles.