Click on the icon at the front of the https://www.salesforce.com/login address in the address bar of your browser. Hold the mouse button down. Drag to the desktop and let go of the mouse button.
Table of Contents
How do I login to Salesforce from my computer?
Click on the icon at the front of the https://www.salesforce.com/login address in the address bar of your browser. Hold the mouse button down. Drag to the desktop and let go of the mouse button. A shortcut should have been created for you on the desktop.
How do I Sync my Outlook data with Salesforce?
Click Sync All Outlook Items to sync everything. Click Sync Only the Outlook Items I Select to sync only items you assign to the “Sync with Salesforce” category in Outlook. Select private items to sync. If you want to sync your personal tasks, contacts, and/or events with Salesforce, check your desired options.
How do I set up Salesforce on Windows 10?
It’s in the All Apps area of the Start . This opens the Salesforce for Outlook setup wizard. You’ll also see the Salesforce icon (a gray circle with a white “s” inside) in your system tray. If you don’t see the setup wizard, right-click the Salesforce icon in the system tray, then click Settings.
How do I change the login address of Salesforce?
Click on the icon at the front of the https://www.salesforce.com/login address in the address bar of your browser. Hold the mouse button down. Drag to the desktop and let go of the mouse button. A shortcut should have been created for you on the desktop. You might want to rename it to whatever you want to. Either communicate…
Where is Salesforce on my computer?
Type salesforce into the search bar. It’s at the top-right corner of the screen. A list of matching results will appear.
How to sync Outlook with Salesforce?
Click Sync All Outlook Items to sync everything. Click Sync Only the Outlook Items I Select to sync only items you assign to the “Sync with Salesforce” category in Outlook. Select private items to sync. If you want to sync your personal tasks, contacts, and/or events with Salesforce, check your desired options.
Where is the Salesforce system tray icon?
Click Save. It’s at the bottom-right corner of the window. The Salesforce system tray icon will turn red, meaning it’s now active.
How to open downloads folder?
Open the Downloads folder. If you don’t see it on the desktop, press ⊞ Win + E to open the Explorer, then double-click Downloads .
Where is Outlook in the app?
Open Outlook. It’s in the All Apps area of the Start
Can you close Outlook while installing Salesforce?
Close Microsoft Outlook. The app should be closed while you install the Salesforce plugin.
Can you sync Salesforce with private items?
Select private items to sync. If you want to sync your personal tasks, contacts, and/or events with Salesforce, check your desired options.