Salesforce Microsoft Outlook Integration using AI Agents
Appy Pie Automate allows you to Integrate Salesforce with Microsoft Outlook using AI Agents
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Simplify Salesforce Microsoft Outlook Integration with seamless setup
Easily set up Salesforce Microsoft Outlook Integration without coding. Start automating your workflows and Integrate Salesforce with Microsoft Outlook today.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Calendar Event Start
Triggers at a specified time before an event in your calendar starts.
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New Calendar Event
Triggers when an event is added to you selected calendar.
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New Contact
Triggers every time a new contact is added.
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New Email
Triggers whenever a new email is received.
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Updated Calendar Event
Triggers every time an event is updated.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
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Create Contact
Create a new contact to your Office 365 account.
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Create Event
Create an event directly on your designated calendar.
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Create Label Email
Create label email from your Outlook account.
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Delete Event
Deletes events.
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Send Email
Send an email from your Outlook account.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Calendar Event Start
Triggers at a specified time before an event in your calendar starts.
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New Calendar Event
Triggers when an event is added to you selected calendar.
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New Contact
Triggers every time a new contact is added.
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New Email
Triggers whenever a new email is received.
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Updated Calendar Event
Triggers every time an event is updated.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
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Create Contact
Create a new contact to your Office 365 account.
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Create Event
Create an event directly on your designated calendar.
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Create Label Email
Create label email from your Outlook account.
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Delete Event
Deletes events.
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Send Email
Send an email from your Outlook account.
How Salesforce and Microsoft Outlook Integrations Work
Follow the steps below to start setting up your Salesforce integrations using Appy Pie Automate: using Appy Pie Automate:
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![Steps]()
Step 1: Select Trigger
Choose Salesforce as the trigger app, select event, authenticate & successfully Test
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![Steps]()
Step 2: Select Action
After completing the trigger test, select Microsoft Outlook as the action app from the list.
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![Steps]()
Step 3: Authenticate
Connect your Microsoft Outlook account & authenticate it.
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![Steps]()
Step 4: Setup & Test
Select the data you want to send from Salesforce to Microsoft Outlook & your AI Agent is ready!
Popular Templates for Salesforce and Microsoft Outlook Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Contact to Microsoft Outlook from New Lead in Salesforce
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When this happens:
New Lead
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Then do this:
Create Contact
Create Event to Microsoft Outlook from New Lead in Salesforce
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When this happens:
New Lead
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Then do this:
Create Event
Delete Event in Microsoft Outlook when New Lead is created in Salesforce
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When this happens:
New Lead
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Then do this:
Delete Event
Send Email in Microsoft Outlook when New Contact is created in Salesforce
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When this happens:
New Contact
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Then do this:
Send Email
Send Email in Microsoft Outlook when New Lead is created in Salesforce
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When this happens:
New Lead
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Then do this:
Send Email
Create Contact to Microsoft Outlook from New Contact in Salesforce
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When this happens:
New Contact
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Then do this:
Create Contact
Delete Event in Microsoft Outlook when New Opportunity is created in Salesforce
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When this happens:
New Opportunity
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Then do this:
Delete Event
Create Event to Microsoft Outlook from New Contact in Salesforce
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When this happens:
New Contact
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Then do this:
Create Event
Delete Event in Microsoft Outlook when New Contact is created in Salesforce
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When this happens:
New Contact
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Then do this:
Delete Event
Create Contact to Microsoft Outlook from New Opportunity in Salesforce
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When this happens:
New Opportunity
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Then do this:
Create Contact
Send Email in Microsoft Outlook when New Opportunity is created in Salesforce
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When this happens:
New Opportunity
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Then do this:
Send Email
Create Event to Microsoft Outlook from New Opportunity in Salesforce
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When this happens:
New Opportunity
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Then do this:
Create Event
Create Event to Microsoft Outlook from New Case in Salesforce
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When this happens:
New Case
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Then do this:
Create Event
Delete Event in Microsoft Outlook when New Case is created in Salesforce
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When this happens:
New Case
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Then do this:
Delete Event
Create Contact to Microsoft Outlook from New Case in Salesforce
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When this happens:
New Case
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Then do this:
Create Contact
Send Email in Microsoft Outlook when New Case is created in Salesforce
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When this happens:
New Case
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Then do this:
Send Email
Create Contact to Microsoft Outlook from New Task in Salesforce
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When this happens:
New Task
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Then do this:
Create Contact
Delete Event in Microsoft Outlook when New Task is created in Salesforce
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When this happens:
New Task
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Then do this:
Delete Event
Delete Event in Microsoft Outlook when New Event is created in Salesforce
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When this happens:
New Event
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Then do this:
Delete Event
Create Contact from Microsoft Outlook from Opportunity Stage Change to Salesforce
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When this happens:
Opportunity Stage Change
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Then do this:
Create Contact
Send Email in Microsoft Outlook when Opportunity Stage Change is added to Salesforce
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When this happens:
Opportunity Stage Change
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Then do this:
Send Email
Send Email in Microsoft Outlook when New Product is created in Salesforce
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When this happens:
New Product
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Then do this:
Send Email
Delete Event in Microsoft Outlook when New Product is created in Salesforce
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When this happens:
New Product
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Then do this:
Delete Event
Send Email in Microsoft Outlook when New Account is created in Salesforce
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When this happens:
New Account
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Then do this:
Send Email
Create Event from Microsoft Outlook from Opportunity Stage Change to Salesforce
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When this happens:
Opportunity Stage Change
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Then do this:
Create Event
Create Contact to Microsoft Outlook from New Event in Salesforce
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When this happens:
New Event
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Then do this:
Create Contact
Send Email in Microsoft Outlook when New Event is created in Salesforce
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When this happens:
New Event
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Then do this:
Send Email
Delete Event in Microsoft Outlook when Opportunity Stage Change is added to Salesforce
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When this happens:
Opportunity Stage Change
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Then do this:
Delete Event
Create Contact to Microsoft Outlook from New Account in Salesforce
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When this happens:
New Account
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Then do this:
Create Contact
Create Event to Microsoft Outlook from New Account in Salesforce
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When this happens:
New Account
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Then do this:
Create Event
Delete Event in Microsoft Outlook when New Account is created in Salesforce
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When this happens:
New Account
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Then do this:
Delete Event
Create Contact to Microsoft Outlook from New Product in Salesforce
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When this happens:
New Product
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Then do this:
Create Contact
Send Email in Microsoft Outlook when New Task is created in Salesforce
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When this happens:
New Task
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Then do this:
Send Email
Create Event to Microsoft Outlook from New Task in Salesforce
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When this happens:
New Task
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Then do this:
Create Event
Create Event to Microsoft Outlook from New Event in Salesforce
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When this happens:
New Event
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Then do this:
Create Event
Create Event to Microsoft Outlook from New Product in Salesforce
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When this happens:
New Product
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Then do this:
Create Event
Create Event to Microsoft Outlook from New Record in Salesforce
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When this happens:
New Record
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Then do this:
Create Event
Delete Event in Microsoft Outlook when New Record is created in Salesforce
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When this happens:
New Record
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Then do this:
Delete Event
Send Email in Microsoft Outlook when New Record is created in Salesforce
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When this happens:
New Record
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Then do this:
Send Email
Create Contact to Microsoft Outlook from New Record in Salesforce
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When this happens:
New Record
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Then do this:
Create Contact
Send Email in Microsoft Outlook when Updated Record is added to Salesforce
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When this happens:
Updated Record
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Then do this:
Send Email
Create Contact from Microsoft Outlook from Updated Record to Salesforce
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When this happens:
Updated Record
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Then do this:
Create Contact
Create Event from Microsoft Outlook from Updated Record to Salesforce
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When this happens:
Updated Record
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Then do this:
Create Event
Delete Event in Microsoft Outlook when Updated Record is added to Salesforce
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When this happens:
Updated Record
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Then do this:
Delete Event
Create Contact to Microsoft Outlook from New Attachment in Salesforce
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When this happens:
New Attachment
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Then do this:
Create Contact
Create Event to Microsoft Outlook from New Attachment in Salesforce
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When this happens:
New Attachment
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Then do this:
Create Event
Delete Event in Microsoft Outlook when New Attachment is created in Salesforce
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When this happens:
New Attachment
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Then do this:
Delete Event
Send Email in Microsoft Outlook when New Attachment is created in Salesforce
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When this happens:
New Attachment
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Then do this:
Send Email
Streamline Your Workflow with Appy Pie Automation
Microsoft Outlook Alternatives
Looking for the Microsoft Outlook Alternatives? Here is the list of top Microsoft Outlook Alternatives
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![Gmail Integration]()
Gmail
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![Google Calendar Integration]()
Google Calendar
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![Zoho Mail Integration]()
Zoho Mail
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![Front Integration]()
Front
Frequently Asked Questions
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Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.
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The integration between Salesforce and Microsoft Outlook is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Salesforce and Microsoft Outlook. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Salesforce with Microsoft Outlook, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Salesforce-Microsoft Outlook integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Salesforce and Microsoft Outlook integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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