How to install salesforce 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.

How do I install Salesforce for Outlook 2020?

In your Outlook client locate the Get Add-ins icon on the top right of your home bar and search for “Salesforce” and enable the Add-in. Once you have that enabled close out of this window. Then select the Salesforce Cloud Icon that should appear in the top right.

How do I download Salesforce from Outlook?

1. Prepare Salesforce for Outlook integrationLog into your Salesforce environment.Select the gear icon in the top-right corner of the screen.Select Setup.Locate the Quick Find bar, and type in Outlook.Select Outlook Integration and Sync.Go to the Outlook Integration tab.Click and activate the sliders next to:More items…•

How do I get the Salesforce plugin for Outlook?

Required Editions If you don’t see the Salesforce icon in the Outlook desktop ribbon or as an option in Outlook on the web, install the Salesforce add-in from the store. If you can’t access the store, contact your IT department to install the add-in for you.

How do I install Salesforce for Outlook 365?

Installing the Salesforce Outlook Add-in (Mac)Find Salesforce in the add-in in the list and check the box in the Turn On column.Wait about 15 to 20 seconds and then open Microsoft Outlook.The Salesforce add-in should appear on your Outlook ribbon.

Is Salesforce for Outlook free?

You can get the Salesforce App for Outlook from the Office Store for free:

How do I add Salesforce to Outlook Web?

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.

How do I enable Salesforce in Outlook?

Take the following steps to enable the Salesforce for Outlook Add-In in Microsoft Outlook 2010/2013/2016:Click File | Options | Add-Ins.Click the Manage drop-down menu and select Disabled Items and click on Go…If the Salesforce add in is listed, select it and click Enable.More items…

How do I connect my Salesforce email to Outlook?

2:024:04How To Integrate Salesforce With Outlook In 2021 – YouTubeYouTubeStart of suggested clipEnd of suggested clipTime. 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

What is the difference between Salesforce for Outlook and lightning for Outlook?

Lightning for Outlook can link emails to Contacts, Leads, Accounts, Opportunities, and Cases. It can also relate Events to records within Salesforce, however if you’re looking for a more automated sync of Events, you’ll need to look into Lightning Sync.

How does Salesforce work with Outlook?

Salesforce for Outlook, an application that you install, automatically syncs contacts, events, and tasks between Outlook and Salesforce. And most importantly, you can see Salesforce contacts and leads related to your Outlook emails.

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.

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