Type salesforce for outlook into the Quick Find box. It's in your Salesforce personal settings. A list of matching results will appear. 3 Click Salesforce for Outlook. 4 Click Download. It's the blue button under "Download Salesforce for Outlook."
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.”
What's new in the salesforce app for Outlook?
Organize. Get things done. Today, as part of our ongoing strategic partnership with Salesforce, the new Salesforce App for Outlook was announced to give users a great new way to work with Salesforce right from within Outlook. This lets users view Salesforce contacts, leads, accounts and opportunities in the context of an email from a customer.
How do I Sync my Outlook data 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.
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 install Salesforce 2016 in Outlook?
In Outlook on the web, click the gear icon (top right) and select Manage Add-ins. (Outlook 2016 for Mac users should install via Outlook on the web.) In the search bar on the top right, type Salesforce. When the search returns the Salesforce Lightning for Outlook add-in, set the toggle to On to install the add-in.
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...•
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 install Salesforce for Outlook lightning?
0:043:08How to Install Lightning for Outlook - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd type in lightning and locate lightning for Outlook and sync go ahead and click on that findMoreAnd type in lightning and locate lightning for Outlook and sync go ahead and click on that find lightning for Outlook. And enable the feature by selecting the gray bar.
How do I install Salesforce Inbox for Outlook?
Salesforce Inbox for Microsoft Office 365 installation instructionsGo to Office 365.Navigate to Organization | Add-ins.On the add-ins screen, click the plus icon in the upper-left corner, and then select Add from the Office Store.In the search field, enter Salesforce Inbox and click the magnifying glass search icon.More items...
How do I open Salesforce in 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 can I download Salesforce?
You can download and install Salesforce from the App Store or Google Play.
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.
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 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 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 the Salesforce icon?
If you don't see the setup wizard, right-click the Salesforce icon in the system tray, then click Settings. ...
How to enable Lightning for Outlook?
You will need to get in touch with your Salesforce Administrator to enable Lightning for Outlook. Once you are logged into Salesforce locate the Setup tab in the top right and select it. Then in the Quick Find bar on your left, type in Outlook Integration and Sync and select it.
Is Salesforce available on Outlook?
Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later. Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises.
Is Salesforce inbox a separate app?
A: Salesforce inbox is a separate addition to Salesforce for Outlook. However, if you are using outlook 2013 or a not fully updated version of outlook 2016 you would have an issue with pinning.
