1. Enable and deploy My Domain in Salesforce.
2. Enable Lightning Experience in your org. Users don’t have to use Lightning Experience to use Engage for Outlook, but it must be enabled in your org.
3. Enable Lightning for Outlook.
4. Enable Email to Salesforce. Have users check their Email to Salesforce settings to make sure that the email address they are using with Outlook is mapped. For more information, see How Does Email to Salesforce Work?
5. Enable Enhanced Email.
6. Enable Engage for Outlook (in Lightning for Outlook setup).
7. Have Engage for Outlook users set up their email to Salesforce. Send them to Set Up Email to Salesforce for help.
8. Customize Lightning for Outlook for your sales reps.
9. To allow users to view a prospect’s Pardot activities from Outlook, create custom email application panes.Engage for Outlook requires the People component, which is already included if you cloned the default Salesforce layout. If you create a layout, add the People component. Navigate to Custom | Managed | Engagement History, and add the component to your email pane.
10. Activate and assign email panes for Engage for Outlook users.
11. Enable the Lightning for Outlook add-in for yourteam.