Salesforce and Outlook Integration
                      
 
A Step-by-Step Guide to Salesforce and Outlook 
Integration with VALiNTRY360 
 
 
 
A Step-by-Step Guide to Salesforce and Outlook Integration with VALiNTRY360 
Connecting your inbox to your CRM is one of the easiest ways to boost user adoption, reduce 
manual data entry, and keep sales and service teams focused on customers. Salesforce and 
Outlook Integration lets teams view records, log emails, and sync calendar events directly from 
Microsoft Outlook. VALiNTRY360 specializes in delivering tailored Outlook and Salesforce 
connection solutions that prioritize clean data, ease of use, and enterprise security. 
Why integrate Outlook with Salesforce? 
Many reps lose time switching between email and CRM, and important interactions fall through the 
cracks. Integrating Outlook and Salesforce eliminates this friction by enabling users to create leads 
and contacts, log emails and meetings, and view customer records without leaving their inbox. That 
streamlined flow improves response time, increases CRM completeness, and supports better 
pipeline forecasting. VALiNTRY360 focuses on practical implementations that match business 
processes so the integration actually gets used. 
What you need before you start? 
Before you begin, gather these items: 
 
An admin account for Salesforce with permission to enable integrations. 
 Microsoft 365 or Outlook deployment details and admin rights. 
 A clear list of user roles and which objects should sync - emails, contacts, calendar events, 
attachments. 
 An integration plan that includes pilot users, test cases, and rollback steps. 
Salesforce documents outline technical preflight checks and Exchange or Microsoft 365 
settings that should be validated early in the project. 
Core components to understand 
Two common ways teams connect Outlook and Salesforce are: 
 
 The Salesforce Add-in for Outlook which provides a sidebar in Outlook for record lookup and 
manual logging. This add-in is available through Microsoft AppSource and is the 
recommended approach for many Lightning users. 
 Einstein Activity Capture which automatically captures emails and events and makes them 
visible in related Salesforce records. EAC simplifies logging but has different reporting and 
data residency rules than user-added activities, so plan its scope carefully. Official Salesforce 
guides explain tradeoffs between manual logging, the add-in, and EAC. 
Step-by-step implementation plan with VALiNTRY360 
 
1. Requirement gathering and discovery 
Start by interviewing sales, support, and IT stakeholders. VALiNTRY360 recommends 
mapping current inbox-to-CRM tasks and defining must-have versus nice-to-have capabilities. 
Document compliance or retention policies that will affect email capture. 
2. Choose the right capture strategy 
Decide whether to use the Salesforce Add-in for Outlook, Einstein Activity Capture, a third- 
party sync product, or a hybrid. If you need robust admin control and enterprise-grade 
governance, VALiNTRY360 will help you evaluate options against your reporting needs. 
Salesforce documentation can help with the technical pros and cons of each choice. 
3. Prep your environment 
Validate Microsoft 365 and Salesforce editions, check OAuth and SSO configurations, and 
confirm domain and mailbox settings. Set up a sandbox or staging environment for testing to 
avoid impacting production data. VALiNTRY360 emphasizes pilot groups to catch unexpected 
UX or sync edge cases early. 
4. Deploy the add-in and authentication 
Install the Salesforce add-in through Microsoft AppSource or via centralized deployment in the 
Microsoft 365 Admin Center. Configure OAuth and single sign on so users have smooth sign 
in. Ensure admin tokens and user consent flows are documented for future troubleshooting. 
5. Configure capture rules and deduplication 
If using Einstein Activity Capture, set domain and user rules to control which emails and events 
are captured. If using manual capture via the add-in, configure UI templates and quick actions 
to make logging simple. Plan deduplication logic for contacts and leads before broad rollout. 
VALiNTRY360 applies conflict management rules to prevent duplicate records. 
6. Testing and pilot 
Run end-to-end tests for email logging, calendar sync, contact resolution, and permissions. 
Invite a pilot group from sales and support to validate flows and report issues. Track results in 
a pilot dashboard and adjust capture filters, templates, and permissions based on feedback. 
7. Training and change management 
Provide role-based training for reps, managers, and admins. Share one-page quick guides and 
short recorded demos showing the most common workflows. VALiNTRY360 bundles training 
and ongoing adoption coaching with its deployments to ensure measurable change. 
8. Monitor and optimize 
After rollout, monitor sync success rates, unmatched emails, and duplicate creation. Use 
Salesforce and Microsoft logs for troubleshooting. Plan quarterly reviews to adjust capture 
rules and expand functionality. VALiNTRY360 includes ongoing support plans to keep 
integrations healthy as your org changes. 
How VALiNTRY360 compares to other solutions 
There are several established vendors that provide Outlook to Salesforce connectivity. Riva 
positions itself as an enterprise sync platform built for large scale and compliance focused 
customers. Cirrus Insight offers deep email productivity features and tracking for sellers who want 
templates, open tracking, and tighter email-sales workflows. VALiNTRY360 differentiates by 
combining hands-on Salesforce system integration expertise, security-first practices, and tailored 
implementation plans so the integration fits your processes rather than forcing process changes. 
When evaluating solutions, consider scale, compliance needs, and how the tool stores or exposes 
captured email content. 
Best practices summary 
 
 Start small with a pilot and expand based on measurable adoption. 
 Match capture method to reporting needs - automatic capture is convenient, manual logging 
preserves more control. 
 Train users with real examples and keep documentation short and searchable. 
 Monitor logs and quotas to avoid surprises after rollout. 
 Prioritize security and privacy in your configuration choices. 
 
Conclusion 
Salesforce and Outlook Integration is a high-impact win for teams that want faster workflows and 
more complete CRM data. VALiNTRY360 brings experienced consulting, practical implementation 
steps, and ongoing support to make Outlook integration a success for sales and service teams. If 
you want a partner that configures the right mix of add-ins, capture rules, and training for your 
organization, VALiNTRY360 can help you plan, pilot, and scale. 
For more info Contact Us : 888-576-4222 or send mail : [email protected] to get a quote.