what are differences between outlook and outlook for mac

It can also relate Events to records within Salesforce, however if you’re looking for a more automated sync of Events, you’ll need to look into Lightning Sync.

Lightning for Outlook can link emails to Contacts, Leads, Accounts, Opportunities, and Cases. To stay up to date with changing requirements, be sure to see the Resources section below for an updated list. Since it is a plugin app, and not an EXE application, it also requires Exchange 2013/2016 on premise, or Exchange Online with Office 365. Since it was built with newer technology and coding practices, Lightning for Outlook will only work with Outlook 2013/2016 (PC), however it is also available for Mac with the Outlook 2016 client. Rather than a standalone application, however, Lightning for Outlook is a cloud-based application that will run both within the client and on the web (OWA). Lightning for Outlook (LFO) has very similar functionality and can be thought of as the successor to SFO. Keep in mind that if you open an email message full screen, the sidebar will not be viewable as it is only displayed in the primary Outlook window. Salesforce for Outlook runs as a sidebar plugin within the main mail window of Outlook, with or without the reading pane active.

Salesforce for Outlook will work with Outlook client versions 2012/2013/2016, however, will not work with Mac, and is a purely client-based application, meaning that Outlook will need to be up and running on your computer for it to synchronize data. It also can synchronize Contacts, Events and Tasks between Outlook and Salesforce, as well as directly create Cases from received emails. Salesforce for Outlook is an executable application (.exe) that is installed on a Windows computer and allows a user to relate emails from their Outlook client to records in Salesforce.Įmails can be related to Contacts, Leads, Accounts, Opportunities, Cases, and even custom objects.

Salesforce for Outlook (commonly referenced as SFO) was the first major iteration in connecting your email to Salesforce.

What are differences between outlook and outlook for mac