One of my team members uses Outlook for Mac and needs to sync to Salesforce. The standard Salesforce for Outlook add-on is for Windows only. Is there a similar app for Mac?
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1Are you looking to sync email, or contacts & calendars? are you using exchange server with outlook?– superfellMay 8, 2013 at 14:52
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I'd like to sync emails with the corresponding contact in Salesforce, and events (so yes calendar entry in Outlook). Just using MS Office Outlook for Mac– segoleneMay 8, 2013 at 16:58
7 Answers
You can try Implisit. Implisit connects to the backend of your email server and your Salesforce and therefore works on any platform, including Mac and iOS.
DISCLAIMER: I work at Implisit
Have you tried Riva by Omni Technology Solutions, Inc. http://www.rivacrmintegration.com/ They will sync Salesforce with Outlook for Mac computer system. They have a basic solution for a very minimal cost.
Take a quick look at CloudsPlus it will synch your contact, calendar tasks as well as email to Salesforce and Exchange server email.
You could try and get onto Exchange sync beta then it doesn't matter what OS or device you are on. Check out summer 15 pre release notes for details
An update on this, we use Cirrus Insights and they just released an Outlook version.
I wanted to let you know about our NEW Connector for Outlook and Salesforce.com. Unlike Salesforce it it is NOT going to be discontinued and it does NOT require IE11 or Exchange.It works in Windows and Mac and in any browser and even on mobile.
The new Connector lets you see a 360 degree view of Salesforce from your inbox. It also lets you add emails from your inbox directly to Salesforce as well as create leads from email. It even provides links to your contacts to social media sites inside outlook.
The Connector for Outlook is HERE if you want to try it. If you can't install it with that link then open outlook and click on Get Add-Ins on the upper right and search for "Salesforce Connector". Select and install the Salesforce Connector.
Then we reccomend you watch THIS VIDEO on how it works.
Outlook Integration Details
Provides a 360-degree view of CRM information from Your Inbox
File a message in iCRM from Outlook
Automatically associates emails to a contact or lead
View, create and edit accounts, contacts, leads, opportunities, cases and more from Gmail
Reply or Compose messages using email templates (even on Mobile)
Optionally automatically copy emails and attachments to iCRM
Create rules for which emails get automatically synchronized
View and dial numbers on your mobile phone using details from iCRM
Outlook Calendar Integration Details
Automatically synchronize calendar items from Outlook to iCRM
Automatically links calendar items with CRM Contacts or Leads
Create rules for which calendar items get synchronized (coming soon)
Disclosure - I work for iEnterprises.