1. Click the gear icon in the top right corner, and click on Setup.

  2. In the top left Quick Find, search for "outlook", and click on “Outlook Integration and Sync”.

  3. Click the switch button on the right to activate the Outlook Integration

  4. Open Outlook and install the Salesforce add-in. For further information on installing add-ins to Outlook:
    https://support.microsoft.com/en-us/office/get-an-office-add-in-for-outlook-1ee261f9-49bf-4ba6-b3e2-2ba7bcab64c8

  5. Once installed, open the Salesforce add-in within Outlook and sign in using your Apto credentials.

Next, connect your Outlook calendar with Apto using Einstein Activity Capture.

Original Article:
Jesse Clifford, Account Manager, July 2021
Last Reviewed:
Tyler Geddes, Customer Education Manager, July 2021

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