Best Tool For Linking Salesforce With Outlook For Mac

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Is there currently ANY solution that is able to integrate Outlook for Mac and Salesforce? We are a lending firm and we set up every loan as an.

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  • Outlook for Mac 2016, Mac OS X 10.10 or later with AppleWebKit 600 or later Ensure that all recent patches for the email client have been applied and that Use Cache Mode in the Outlook Account Settings is turned on.
  • Salesforce for Outlook, a Microsoft ® Outlook integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails, attachments, events, and tasks to multiple Salesforce.

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Blair SellkeHow to I set up Salesforce for Outlook for a MAC? I have a few employees that have MACs and they want to use Salesforce for Outlook.
Here is how I have set up the Salesforce for Outlook on PC's:
  • Go to the employees Set Up
  • Click on Salesforce for Outlook Download Now
Best Tool For Linking Salesforce With Outlook For Mac

Sync Salesforce With Outlook

When I check the requirement is says it is does not support for MAC
Operating systemAny of the following versions of Microsoft Windows®, along with the latest hot fixes.
Windows 10
Windows 8.1 (Pro and Enterprise)
Windows 7
We don’t support using Salesforce for Outlook with Apple® Mac OS®.

Any Help would be great!
  • October 6, 2016
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Karthik Pamaraju
Hi Blair,
Unfortunately, Mac users can't use Salesforce for Outlook as it is only supported for Windows users.
However, you have the option of using Lightning for Outlook. This is available for both Windows as well as Mac users.
Please see below link for more info about it.
https://help.salesforce.com/HTViewHelpDoc?id=app_for_outlook_system_requirements.htm&language=en_US
Thanks,
Karthik
  • October 6, 2016
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Blair Sellke
We still have Salesforce Classic.
Thanks for your help!
  • October 6, 2016
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Karthik Pamaraju
Please don't get confused with 'Lightning for Outlook' and 'Salesforce Lightning Experience'. Both are two different things. While Salesforce Lightning Experience is the new UI stuff, Lightning for Outlook is a new way you can connect to Salesforce from Outlook. You need not install anything on your PC/Mac. It works with the Exchange Server. So, there is no installable like Salesforce for Outlook. You can use this even if you stick with Salesforce Classic.
Hope it helps.
  • October 6, 2016
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Darren Grimstead
What is the option for the desktop Mac outlook client? We do not have exchange and do not use Office 365?
  • July 3, 2017
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Marygrace Quigley
I have the same issue as Darren. I cannot get the Store button in Outlook (Mac, Exchange Server 2010 on Windows Server 2008 R2 Enterprise). I tried the solution of going to Excel and adding store button which I did but all the apps are related to Excel and I can't switch to Outlook apps.
Is there really no solution?
  • July 31, 2017
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Christy Sapp
Hi, I am also having this issue. I have Outlook for Mac 2016 with Exchange Server 2010. Is there no option for connectivity with Salesforce???
  • August 8, 2017
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Damien Joly
Darren, Christy, Marygrace,
Here are system requirements for Lightning for Outlook: https://help.salesforce.com/articleView?id=app_for_outlook_system_requirements.htm&type=0
Exchange 2010 does not have the necessary library to work with Office Add-ins.
  • January 17, 2018
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James Kacerguis
Lightning sync for Outlook used to work with bi directional sync in salesforce classic before the latest realase. Now, there is no provided solution to sync events with outlook for mac. It's very frustrating as it worked fine with classic and functionality was removed for no reason. Now, we're scrambling to find a solution that will let our classic users running macs sync events.
  • February 12, 2018
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Damien Joly
Jim,
Without much more details, I can only imagine that your org may have been running the grandfathered beta feature that allowed the sync of non-recurring events bidirectionally with Classic, which is getting deprecated in favor of newer technology that's gone GA now. I'd recommend that you log a case with Support to get that sorted out, maybe an admin in your org switched to the GA version.
  • February 14, 2018
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James Kacerguis
Damien,
I think that's exactly right. I think the switch to GA version happened automatically with the new release. Still, there is no solution I'm aware of that works for outlook for Mac to sync events other than third party apps...which is probably what we'll end up doing.
  • February 14, 2018
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Christian Renz
I have a similar problem – I am using Outlook 2016 on Mac. The Outlook plugin isn't available for me, and I cannot install the Lightning add-in because my organisation does not allow access to the Outlook store. I can only add add-ins via URL or from a file. Is there a direct URL for the Lightning add-in that I can try?

Best Tool For Linking Salesforce With Outlook For Mac

  • March 3, 2018
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Kim Miller
This is incredibly frustrating. I'm not connected to the company server - I just need to be able to have lightning for outlook so I can update my SFDC records. I don't want to go through the browser. I shouldn't have to. I pay for my license - this should not be this difficult for Mac users to have the same basic capabilities PC users.
  • March 7, 2019
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Lloyd Hunt
It is horribly frustrating that Salesforce continues to ignore that many of their users use Apple products. The ap used on phone and tablet works to some degree. But to not be able to integrate bi-directional email in outlook is inexcusable. To be forced to use Google is inexcusable. I am at a point where I will have to start researching other options for a CRM where I can invest my many thousands of dollars a year.
  • March 12, 2019
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Kim Miller

Salesforce With Outlook

Salesforce with outlook
I've been working with a customer support rep and sadly, unless my company has their provider move all their accounts over to Exchange, I'm unable to do anything. The rep has been fantastic in trying to find a solution and follow-up. The sales calls/emails I've been getting from companies who say they can do the integration are not.
I am still stunned - and wildly disappointed - that salesforce is ignoring all their Mac customers. I too shall begin exploring other providers.
  • May 7, 2019
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Kim Miller

How To Link Salesforce With Outlook

Found this conversation in another area. Might be of help to some: https://success.salesforce.com/answers?id=9063A000000paajQAA
  • May 7, 2019
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Integrate Salesforce With Outlook

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