How to Install Salesforce for Outlook on PC
How to Install Salesforce for Outlook on PC or Mac – Installing Salesforce for Outlook (Windows Desktop)
- Close Microsoft Outlook.
- Type salesforce for outlook into the Quick Find box.
- Click Salesforce for Outlook.
- Click Download.
- Click Save File.
- … (more items)
Table of Contents
How do I install Salesforce for Outlook?
Close Microsoft Outlook. The app should be closed while you install the Salesforce plugin. Type salesforce for outlook into the Quick Find box. It’s in your Salesforce personal settings. A list of matching results will appear. Click Salesforce for Outlook. Click Download. It’s the blue button under “Download Salesforce for Outlook.”
Does Salesforce for Outlook work with Outlook 2010?
We introduced a new Outlook Integration product called “Salesforce for Outlook” that works with Outlook 2010. Please note that this is a brand new product and you need to follow the following iinstructions to get started:
How to add Salesforce Salesforce Records to Outlook?
ADDING EMAILS, EVENTS, AND TASKS TO SALESFORCE RECORDS: 1. Select an email in Outlook. 2. When you select an email from the Inbox Salesforce content that appears in the side panel, which displays contacts and leads. Click on a record’s link to open it directly in Salesforce.
Which versions of Outlook are supported for integration with Salesforce?
Outlook 2013 and Outlook 2016 are currently supported for integration with Salesforce, but support for these older versions of Outlook will be phased out at the end of 2022. You can also integrate Salesforce with the Outlook web client.
How do I install Salesforce in Outlook?
Uninstall Salesforce for Outlook (SFO)Close Microsoft Outlook.Right-click the Salesforce for Outlook system tray icon and click on Exit.Use the Windows and R key combination to bring up the Run box and type in Appwiz. … Select the Salesforce for Outlook and click on Uninstall and follow the on-screen instructions.
Is there a Salesforce plugin for Outlook?
To use the integration, each Outlook user needs the Salesforce add-in for Microsoft Outlook. How you get the add-in is up to your Salesforce admin and your IT department. After the add-in is installed, launch it in Outlook, connect your email account, and then manage the add-in like you do other Microsoft add-ins.
How do I enable Outlook in Salesforce?
From Setup, in the Quick Find box, enter Outlook , and then select Outlook Integration and Sync.Enable Let users access Salesforce records from Outlook.If reps use Outlook on the web, in the Microsoft Outlook Web App Domain section, add the domains that you want to allow access to Salesforce.
Is Salesforce for Outlook free?
You can get the Salesforce App for Outlook from the Office Store for free: store.office.com.
Is Salesforce for Outlook still supported?
Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.
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.
How do I connect my Salesforce email to Outlook?
2:024:04Time. Without further ado. Let’s now discuss the process of salesforce. And outlook integration.MoreTime. Without further ado. Let’s now discuss the process of salesforce. And outlook integration. Open your salesforce org click on and select setup in the quick find box enter outlook and then proceed
How do I get the Salesforce Outlook side panel?
Enable the Salesforce Side PanelFrom 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.
What is the difference between Salesforce for Outlook and Outlook integration?
The Outlook integration lets users work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. This integration is meant to replace the Salesforce for Outlook side panel and even offers more features that Salesforce for Outlook does not.
How can I download Salesforce?
You can download and install Salesforce from the App Store or Google Play.
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 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.
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.
How to connect Salesforce to Outlook?
Pre-requisite Open Desktop Outlook, The setup wizard opens, and the Salesforce for Outlook icon () appears in your system tray. If the wizard doesn’t open, right-click and click Settings. If you want to connect to other URL Click Change URL. Enter your Salesforce username and password. Click Allow.
How to sync Salesforce with Salesforce?
Right-click a selected item, then select Categorize > Sync with Salesforce. The items will sync automatically during the next sync cycle. If multiple selection use CTRL/SHIFT.
Does Salesforce integrate with Outlook?
Microsoft Outlook integration with salesforce application that you install, Syncs contacts, events, and tasks, attachments between Outlook and Salesforce and view Salesforce records related to the contacts and leads in your emails and events in Outlook.
