Install Lightning for Outlook Integration

Enable the Outlook Integration within your Apto Account

To enable the Outlook integration within your account, you can navigate to the setup side of Apto by clicking the Cog Icon  at the top right of your home page and then select "Setup".

 

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Next, type "Outlook" into the Quick Search on the left hand side of the page and click into "Outlook Integration and Sync"

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From there, you will now just need to click the button next to "Outlook Integration" and this will enable the feature.

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Once you have enabled the feature, you simply need to install the App by going to the Microsoft App Store and downloading it into your Outlook account. Click HERE for a link to this.

 

Once installed, you will then have a Salesforce Cloud icon at the top highlights bar of your Outlook account which will allow you to login and begin using the integration.

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