Recommendation is to add a new "Tab" and set it to only be visible in "Read Mode".
Add the "Outlook" custom component to the page. Click on the down arrow and enable "Customize Content with AppBuilder". From Setup, go to "Outlook Integration and Sync", enable "Let users access Salesforce records from Outlook". Add a new Remote Site (Setup -> Remote Site Settings -> New) that allows access to your site. Get your salesforce site domain name from Setup -> Sites (Example: ). This is done automatically if you leverage the GPBU-Deployer, but should something not work, you must create one manually. Post Installation Setup Tasks Add a Remote Site (If not deployed with GPBU-Deployer)īecause we are doing a Rest API Call, we need to enable access to the endpoint via the creation of a Remote Site Setting. *Note: this is currently only available as Source Installable via the GPBU Deployer. 
Setup -> Communities Settings -> Enable ExperienceBundle Metadata API (Must be checked!) Installation Setup -> Sites -> Ensure you have a domain name.
Data (Assuming you are installing via GPBU-Deployer)ĭue to the fact that this includes a community, there are some setup steps prior to installing the package. Remote Site Settings (Assuming you are installing via GPBU-Deployer). This is only used to enable a guest user profile to enable API access. Lightning App that allows you to demonstrate/test capability without Office 365 (aka, if it works here, it should work in Outlook), as well as provides access to the custom objects. Custom Objects for Internal and External Searching. Lightning Web Component that can be embedded into an Outlook Flexipage. Lightning for Outlook is the ability for you to embed Salesforce capabilities into Microsoft Outlook (Including Office 365!). I intend to generalize this in the future. 
Note: This demo currently has an immigration/legal flavor to it.
Ability for a Custom Lightning Web Component (LWC) embedded into Microsoft Outlook to pull data from an external data source via an API. 
Ability for a Custom Lightning Web Component (LWC) embedded into Microsoft Outlook to pull information from an Email in Read Mode. Ability for a Custom Lightning Web Component (LWC) embedded into Microsoft Outlook to associate Emails with Salesforce Records. Ability for a Custom Lightning Web Component (LWC) to be embedded into Microsoft Outlook leveraging Lightning For Outlook (LFO). This Repository is a "partially" self-contained demo repository that demonstrates the following:
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