How to Link Salesforce to Outlook

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Here is a step-by-step tutorial on how to link Salesforce to Outlook:

1. Navigate to the Setup menu.
2. Use the Quick Find bar and search for Outlook Integration and Sync and select it.
3. Toggle ON Outlook Integration.
4. Click on Let users access Salesforce records from Outlook to reveal the rest of the settings.
5. Click on Assign Permission Sets to set who can use the inbox.
6. Navigate to Give Users the Integration in Outlook and click on Microsoft AppSource.
7. You will be redirected to the Microsoft App Source Store.
8. Click on Get it now to install the integration.
9. Sign in to your Microsoft account to establish the connection.