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Configuring Pega for Outlook VSTO and Pega for Outlook Office

Updated on May 10, 2021

Pega Sales Automation provides two add-ins that you can use to integrate the application with Microsoft Outlook. The Pega for Outlook VSTO and Pega for Office Outlook add-ins support email integration between Microsoft Outlook and Pega Sales Automation and selective appointment integration between Microsoft Outlook and Pega Sales Automation.

Pega Sales Automation Implementation Guide
Note: The Pega Sales Automation application installation includes the PegaFW-Outlook ruleset and SFAOutlookPortal.

Both add-ins provide real-time, context-specific insight into your Pega Sales Automation contacts, leads, opportunities, accounts, and organizations directly from Microsoft Outlook (for insurance also your policies and quotes).

You can configure either Pega for Outlook VSTO or Pega for Outlook Office, but to leverage latest add-in technology, it is recommended to use Office add-in. For more information, see Synchronizing Microsoft Exchange email with Pega Sales Automation email.

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