[step 1] Download the MSI installer zip file for the add-in from salesforce.com. You’ll need to log into salesforce.com, then click your name->Setup->Desktop Integration->Salesforce for Outlook. Extract the two MSI files in the zip file to your Desktop or a folder.
How to integrate outlook and Salesforce?
Steps to Integrate Outlook and Salesforce 1 Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. ... 2 Now Again search Outlook in quick find box and Click on Outlook Configuration. Then Click on New Outlook Configuration button. 3 Now Switch to Salesforce Classic. ... Weitere Artikel...
How to sync only Outlook items with Salesforce?
Go to symbol “Right click” on mouse and click on Settings. Enter your Salesforce Username and Password. Then click Log In button. Click Allow Button. Select Sync Only the Outlook Items I Select default and Click Next Button.
How to set up Salesforce for Outlook symbol?
In task bar right side system try click upper arrow button. You can find it Salesforce for Outlook Symbol there. Go to symbol “Right click” on mouse and click on Settings. Enter your Salesforce Username and Password.
How do I Change my settings in Salesforce for Outlook?
If you want to change your settings, right-click the Salesforce for Outlook system tray icon and choose Settings. Click on Close button.
How do I download Salesforce for Outlook installer?
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 get 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 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 add a Salesforce connector to Outlook?
2:024:04How To Integrate Salesforce With Outlook In 2021 - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd email to salesforce enable the toggle. Button in use enhanced. Email with outlook. Click theMoreAnd email to salesforce enable the toggle. Button in use enhanced. Email with outlook. Click the active. And notify reps link click the edit. Button in email to salesforce.
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 can I Download Salesforce?
You can download and install Salesforce from the App Store or Google Play.
What is Salesforce Outlook plugin?
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.
UNINSTALL
In that case, be sure to uninstall Salesforce for Outlook, as well as the offending prerequisites. If you are not sure which one is the problem, it is okay to uninstall and reinstall all of them. Please note, however, that these prerequisites are all part of Microsoft and there may be other programs (such as Outlook) that require they be installed.
INSTALL
After you uninstall, you should perhaps restart your computer and also delete the content of your Temporary folder by clicking on Start and typing in %TEMP% to open that folder, you can remove everything from that folder (you may not be able to remove a few of the folders since they are being used by open programs such as your Antivirus or GotoMeeting, etc, you can ignore them) Now using the following links you can download the plug-ins individually:.
VSTO - Microsoft Visual Studio Tools for Office Runtime 2010
Microsoft Visual Studio Tools for the Microsoft Office system (Version 4.0 Runtime) This only installs the bitness matching your Operating System. If you have Windows 7 64bit, then you only need to push out or install the 64bit MSI. The downloaded file is in the .EXE format which can be run manually as is on the computer by a Local Administrator.
How to install Salesforce on Outlook?
Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook. Now Scroll down bottom of the page and Download Salesforce for Outlook using Download (Version) button. If Microsoft Outlook is Open, Close It. Now Install setup file on your computer.
How to sync Salesforce email with Outlook?
STEP 1. Open your Salesforce Org. Click on Setup. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps. Click on Edit button.
What is Outlook email?
Microsoft outlook, or simply Outlook, is a personal information manager from Microsoft, that allows users to send and receive email on their computer . It provides many functionalities to manage various types of personal data like calendar appointments and similar entries, tasks, contacts, notes, and events.