Introduction
Salesforce Lightning for outlook helps Salesforce users get more work done without switching between Outlook and Salesforce. The Salesforce users can perform apps specific actions more effectively. The Salesforce users can create Salesforce records using global actions—directly in their email applications.
Specifications
As per Salesforce implementation guide, it works on outlook 2013 and 2016, but not specified about the version of Operating System. During our implementation, we absorbed that it works on windows 10 Operating System. It's required TLS 1.1 or higher version.
Present Features
· Lightning for outlook will work on outlook web app and MS office outlook client
· Can search for Salesforce records inside Outlook
· Automatically sync contacts and calendar events between Outlook and Salesforce
· Open Salesforce records in read mode inside Outlook
· Using Email recipients we can create Salesforce Contacts records from outlook
· Create new Salesforce records using global actions
· Add email and attachments to Salesforce records
· Add prebuilt custom components to email application pane
· Assign different email application pane for each User
· Once enable in Org level can be accessible for all users
Enable Lightning for Outlook
To enable, go to setup à Quick find “Lighting for outlook” à Settings and enable lightning for outlook. Refer the below snapshot for more clarity.
Customize content with App Builder
We can customize the content of email application pane with App builder, we can add our custom prebuilt and standard lightning components for specific Salesforce User needs.
1. From Setup, enter Lightning for Outlook in the Quick Find box, and select Settings. Click New under Email Application Panes.
2. Select Email Application Panes (Beta).
3. Click Next.
4. Click Next to select the default layout for the email application pane.
5. Give your pane a unique label, and click Finish.
6. Drag components onto the pane.
7. You can drag components up or down to rearrange their order.
8. Click in the empty area of the canvas to view the page properties and add a description for your pane.
9. Click Save.
Global Quick Action for Outlook
Salesforce records can be created from outlook using global quick action. Currently, it supports only classic actions. In the future release, it might support Lightning actions. Refer below snapshot to configure quick actions for outlook.
Components for ‘Lightning for Outlook’
Email Application Pane is highly customizable using Lightning App Builder.
1. To add a custom component to email application panes in Outlook, implement the ‘clients:availableForMailAppAppPage’ interface.
2. To allow the csutom component access to email or calendar events, implement the ‘clients:hasItemContext’ interface.
Once above interfaces are implemented, Outlook email’s SUBJECT, FROM, TO, CC and BCC addresses can be accessed. We can implement our own business logic for specific Salesforce users.
Sample code
<aura:component implements="clients:availableForMailAppAppPage,clients:hasItemContext">
<!--
Add these handlers to customize what happens when the attributes change
<aura:handler name="change" value="{!v.subject}" action="{!c.handleSubjectChange}" />
<aura:handler name="change" value="{!v.people}" action="{!c.handlePeopleChange}" />
-->
<div id="content">
<h1><b>Email subject</b></h1>
<span id="subject">{!v.subject}</span>
<h1>To:</h1>
<aura:iteration items="{!v.people.to}" var="to">
{!to.name} - {!to.email} <br/>
</aura:iteration>
<h1>From:</h1>
{!v.people.from.name} - {!v.people.from.email}
<h1>CC:</h1>
<aura:iteration items="{!v.people.cc}" var="cc">
{!cc.name} - {!cc.email} <br/>
</aura:iteration>
<span class="greeting">{!v.greeting}</span>, {!v.subject}
</div>
</aura:component>
The above code show the result of email recipient’ SUBJECT, FROM and TO addresses.
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