- File | section Options | section Add-Ins Options-> section Add-Ins
- At the Manage drop down list at the bottom select which type of add-ins you would like to enable/disable.
- Select COM Add-ins or Disabled Items depending on what list the "Salesforce for Outlook Side Panel" add-in is in then press “Go…” and make the changes
- For some add-ins you’ll need to restart Outlook for changes to take effect.
- 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.
How to enable/disable Salesforce for Outlook Side Panel Add-ins?
At the Manage drop down list at the bottom select which type of add-ins you would like to enable/disable. 3. Select COM Add-ins or Disabled Items depending on what list the "Salesforce for Outlook Side Panel" add-in is in then press “Go…” and make the changes
How to integrate outlook with Salesforce?
Give Outlook Access to Salesforce Email Allocations per Edition Email Template Allocations per Edition Turn On the Gmail Integration in Salesforce Roles Required to Set Up the Outlook Integration Get the Outlook Integration Set Up the Integration with Gmail Guidelines for Setting Up the Outlook Integration
How to delete Salesforce web application data?
Navigate to “ C:\Documents and Settings\<<user_name>>\Application Data\salesforce.com ” Delete the “ .Salesforce.com ” folder (the dot is important!!)
How to improve the deliverability of emails sent from Salesforce?
Improve Deliverability of Emails Sent from Salesforce Considerations for Opting Out of Email Enable Email Tracking for Individuals Opening Email from Your Company Email Address Internationalization (EAI) Considerations Which Email Action Are You Using in Lightning Experience? Send Email from Salesforce
How do I keep Salesforce from opening in Outlook?
In the Outlook integration with or without Inbox, pin the panel open while reading an email. Pin the panel open again while composing an email to ensure that the panel is always open.
How do I disable Outlook Add-Ins?
To disable or remove an add-in follow these steps:Click File > Options > Add-ins.Towards the bottom of the window, where it says Manage, click the Go button.In the dialog box, select the add-ins you want to disable or remove.To disable the add-in, just uncheck the box in front of its name.More items...
How do I enable the Salesforce plugin 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 change the Outlook plugin in Salesforce?
From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration.Depending on your permissions, you can: Edit your email settings. Edit your sync settings. ... Save your changes. All changes take effect the next time your data syncs.
Can I disable all add-ins in Outlook?
If you don't want to use an add-in in Outlook 2013 or Outlook 2016 for Windows, you can disable it so it won't show up in your messages. In Outlook, click File > Manage Add-ins. Tip: This opens Outlook on the web. Under Manage add-ins, in the Turned on column, uncheck the box for the add-in you want to turn off.
Where can I find Outlook add-ins?
In Outlook, click Get Add-ins from the Home tab on the ribbon. You can also select File > Manage Add-ins, which will take you to Outlook on the web and open the Add-Ins for Outlook dialog there. From the Add-Ins dialog, type the name of the add-in you want to add to Outlook.
What is Salesforce 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.
What is Salesforce Outlook integration?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
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 customize Salesforce in Outlook?
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.
Does Salesforce for Outlook work with Office 365?
Salesforce for Outlook works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA). You can read the full announcement from Salesforce as well as more about the app here. You can get the Salesforce App for Outlook from the Office Store for free: store.office.com.
How do I customize my Inbox in Salesforce?
In the Inbox in the Integration section, select Edit Settings and enable Make Inbox Available to Users in the Salesforce Inbox page. You can also access this setting by entering Inbox in the Quick Find box in Setup and selecting Setup Assistant. In the Salesforce Inbox page, select Assign Permissions Sets.