The following Steps maybe help you: Step 1: Go to Setup > Quick find Box > Enter Outlook Step 2: Now open the Email to Salesforce page.
Full Answer
What are the considerations for running Outlook integration and Salesforce for Outlook?
Considerations for Running Outlook Integration and Salesforce for... Customize the Fields That Sync Between Salesforce and Microsoft®... Learn About the Support Differences Between Salesforce for Outlook... Verify That the Next-Generation Products Meet Your Security... Learn How Enabling Recurring Events Affects Salesforce for Outlook...
What are the minimum requirements to run Salesforce?
So, Salesforce, the requirement is: Outlook 2010 support, Windows 7 support (which has sold 175 million copies!), and both have to be available in both 32 and 64-bit support. But we should also remember that Salesforce is all about add-in apps.
What can I do with Salesforce CRM connect?
Instantly view Contact information from your salesforce in your Outlook for each recipient of an email or calendar. Quickly view Opportunities, Cases, Notes, Tasks and Events from your CRM.
Can I still use Salesforce connect for outlook on 64 bit laptop?
Lack of attachment support is just a temporary limitation of Salesforce for Outlook, which we'll be addressing in an upcoming release. You can continue to use Connect for Outlook. Unfortunately I can not continue to use Connect on my new 64 bit laptop.
How do I enable Salesforce for 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 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 setup a Salesforce email to my Outlook case?
On Step 1, click where my name is in the To Box condition, then click Next. Click on redirect it to people or public group condition, then click the link afterward (this opens a new Outlook window). From the window, insert the Email-to-Case Service Address on the 'To' field, then click OK, then click Next.
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.
Is Salesforce for Outlook still supported?
Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.
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.
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.
How do I get the Salesforce side panel 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.
How do I receive emails from a case in Salesforce?
Before you enable Email-to-Case, take care of some configuration tasks. ... From Setup, enter Email-to-Case in the Quick Find box, then select Email-to-Case.Click Edit.Select Enable Email-to-Case, and click Save.Select Enable On-Demand Service and click Save.
How does Salesforce work with Outlook?
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.