From Microsoft Outlook, click on the down arrow to show the options for the Quick Access Toolbar Click on ‘More Commands…’ On the Outlook Options window, change the ‘Choose commands from’ option to ‘All Commands’ Scroll down to ‘Salesforce Side Panel’ and add it, then click OK.
- From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
- If you’re modifying an existing Outlook configuration, click Edit next to the one that you want to modify. …
- Select Side Panel .
- Save your changes.
Table of Contents
How do I add Salesforce side panel to Microsoft Outlook?
1 From Microsoft Outlook, click on the down arrow to show the options for the Quick Access Toolbar 2 Click on ‘More Commands…’ 3 On the Outlook Options window, change the ‘Choose commands from’ option to ‘All Commands’ 4 Scroll down to ‘Salesforce Side Panel’ and add it, then click OK.
How to enable show/hide button in Salesforce outlook?
Now on the left column scroll down and find the Show /Hide button and click on the Add >> button in the middle and click on Ok (You may see 2 Show /Hide command you can select either one or none, if you don’t see the Show/Hide command try closing Outlook and restarting your computer or even reinstalling Salesforce for Outlook)
How do I show or hide the side panel?
If you have a small screen or do not use the Side Panel all the time, you can hide it temporarily to have more view of your Outlook window and then click on the Show/hide button when you would like use the Side Panel. Note : This feature is available by default in SFO version 3.2 and later.
Can you use events and calendars in Salesforce?
Considerations for Using Events and Calendars in the Salesforce… Considerations for Using Content from External Sources in Email… Considerations for Using Your Classic Email Templates in Lightning…
What is Salesforce for Outlook side panel?
Use Salesforce for Outlook to get insight into Salesforce contacts and leads related to your important Outlook emails—directly in Outlook. The Salesforce Side Panel displays Salesforce records to which you can add Outlook emails, events, and tasks.
How do I add Salesforce toolbar to Outlook?
Click Salesforce Lightning for Outlook from the Home tab on the ribbon and then click Manage Add-ins. In the Manage Add-ins page, click the + sign and then select the Salesforce for Outlook add-in from the Office Store. Click the Add button to begin installation.
How do I get rid of the side panel in Salesforce Outlook?
In Outlook 2010Go to View Tab or the Add-Ins tab.Locate the Salesforce Side Panel and select Show / Hide.
How do I pin a side panel in Outlook?
The ability to pin the Outlook integration pane open using the Pin icon at the top of the side panel is a feature provided by Microsoft, not Salesforce. The pin is available to Outlook Web App user, and desktop Outlook 2016 users on Windows and Mac with the appropriate builds of Outlook.
How do I get Salesforce extension for Outlook?
From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook. Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to assign you to an Outlook configuration.
Why is Salesforce for Outlook not working?
Make sure the Salesforce for Outlook SFO icon is present in the system tray. If SFO icon is not present, try to run it by double clicking on the icon from the Desktop and wait a few seconds to see if it shows up in the System Tray. If nothing happens, try to restart your computer and see if the icon shows up.
Why does my sidebar keep disappearing in Outlook?
According to your description, the folder pane may be turned off. Please go to View > Sidebar to show it and then check the result. If it doesn’t work, you can also try using the Outlook Reset Preferences tool which can reset customization that you’ve made to Outlook from the Outlook menu > Preferences.
How do I move Outlook toolbar from top to side?
To move the toolbar:Click Customize Quick Access Toolbar . It’s located on the right end of the Quick Access Toolbar.At the bottom of the list, choose either Show Below the Ribbon or Show Above the Ribbon as appropriate.
Why is Salesforce greyed out Outlook?
If you are not physically clicked onto an email the Icon becomes Grey. 2. If your reading pane is OFF, the icon will also become Grey. So ensure the reading pane is set to Right or Bottom.
How do I get the sidebar back on my email?
Chosen solution. Since the beginning of Windows pressing the alt key makes the Menu Bar appear if it is hidden. From the Menu Bar select View-Toolbars and turn the missing toolbars back on.
How do I restore the left pane in Outlook?
Outlook – Reset Navigation Pane PrintReboot your PC so all Outlook Process are closed.Login.Press the keyboard shortcut Win+R to open the Run dialog box. Or, type run in the Windows Search box and press Enter.In the Run dialog box, enter outlook.exe /resetnavpane and select OK.
How do I show the folder pane in Outlook?
Expand the Folder Pane by clicking the > on the left side of the screen. Click View > Folder Pane > Normal.
ROOT CAUSE
You may need to optimize for compatibility in your Outlook configuration.
Please try these steps if you are using Windows Outlook 2013 or 2016
1. Exit Salesforce for Outlook from the system tray (right click the SFO red/gray icon and click Exit).
Wednesday, February 3, 2016
When you (Salesforce admin) configure Outlook Configurations in Salesforce setup, there is an option to enable Side Panel. If this setting enabled, users with Salesforce for Outlook installed, user will see a side panel at the right panel of Outlook, this panel will match email address from email open with data in Salesforce.
How to Hide Salesforce for Outlook Side Panel in Outlook
When you (Salesforce admin) configure Outlook Configurations in Salesforce setup, there is an option to enable Side Panel. If this setting enabled, users with Salesforce for Outlook installed, user will see a side panel at the right panel of Outlook, this panel will match email address from email open with data in Salesforce.