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.
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How do I enable the side panel in Salesforce?
Enable the Salesforce Side Panel From Setup, enter OutlookConfigurations in the Quick Find box, then select OutlookConfigurations. If you’re modifying an existing Outlookconfiguration, click Edit next to the one that you want to modify. Select Side Panel. Save your changes.
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.
How do I get rid of the side panel in Salesforce?
In Outlook 2010Go to View Tab or the Add-Ins tab.Locate the Salesforce Side Panel and select Show / Hide.
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.
How do I get rid of the side panel in Outlook?
Select the LinkPoint tab on the Outlook Ribbon, and click the Show Side Panel button to enable the Side Panel. Select the LinkPoint tab on the Outlook Ribbon, and click the Hide Side Panel button to disable the Side Panel. Click the >> button in the top right corner to collapse the Side Panel.
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.
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.
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 do I move Outlook toolbar from side to bottom?
Although by default the task bar appears on the bottom of the screen, it can be on any of the sides you prefer it on. To move it from any side to another, simply click on an unused part of it and drag it where you want it.
How do I move an action bar in Outlook?
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.
How do I get rid of the left side bar in Outlook 365?
Click the settings icon and select Manage add-ins. Click My add-ins > Insightly Sidebar. Click Remove to remove the Insightly Sidebar from Outlook.
How do I pin Salesforce in Outlook?
Logging an Email you Compose in Outlook to a Salesforce RecordClick ‘New Email’ in Outlook.If the Salesforce Add-In isn’t open on the side of your screen click on the Salesforce icon in the ribbon to open it.Pin the add-in to keep it from closing by clicking on the pin at the top of the window.More items…•
How do I link Salesforce and Outlook?
Steps to Integrate Outlook and SalesforceOpen your Salesforce Org.Click on Setup.Search Outlook in quick find box and Select Outlook Integration and Sync. … Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.Click on Edit button.More items…•
How do I add Salesforce to Outlook 365?
Enable Let users access Salesforce records from Outlook. 3. 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. If you use Office 365, allow Salesforce access from the Office 365 Outlook on the web domain.
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.