Description The ability to pin the Outlook integration pane open using the Pin icon at the top of the side panel is a feature provided by Microsoft, not Salesforce. The pin is available to Outlook Web App user, and desktop Outlook 2016 users on Windows and Mac with the appropriate builds of Outlook.
What is the future of Salesforce for Outlook?
Salesforce for Outlook product retirement has been rescheduled for June 2024. The action menu (also known as the New Record button in the Salesforce for Outlook side panel) stopped functioning in Summer '21.
What happened to the Salesforce for Outlook action menu?
So the Salesforce for Outlook action menu, which lets your users create new Salesforce for Outlook records from the Salesforce for Outlook side panel, was retired with the Summer '21 release. How will orgs be impacted by this change?
What are outlook configurations in Salesforce?
Outlook configurations are the admin- or user-configured collection of Salesforce for Outlook settings that determine how users sync, which users sync, which features users have access to, and some additional product settings. For a reminder about what details are retained in Outlook configurations, see Create Salesforce for Outlook Configurations.
Why can’t I access the Salesforce for Outlook page?
The Outlook Configurations page won’t be accessible from Salesforce Setup, so admins can’t access, create, or edit Outlook configurations. The Salesforce for Outlook page won’t be available from users’ Personal Settings, so users can’t download Salesforce for Outlook or view their Outlook configurations from Salesforce.
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 add Salesforce to my desktop 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 add Salesforce to Outlook 2016?
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 add a 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.
Does salesforce Inbox work with Outlook desktop?
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.
How do I install Salesforce on my desktop?
Click on the icon at the front of the https://www.salesforce.com/login address in the address bar of your browser. Hold the mouse button down. Drag to the desktop and let go of the mouse button. A shortcut should have been created for you on the desktop.
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...•
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.
How do I keep the sidebar in Outlook open?
Press Alt + F1 to cycle through the side-pane modes; Normal. Minimized or Off. This works in any Outlook view.
How do I show the navigation pane in Outlook 2016?
If you are using Classic Menu for Office... On Menus tab, click View menu to bring up the drop-down menu. Search the Navigation Pane from the drop-down menu and you can find the types and Options of navigation pane from the sub-menu. Click Options, the Navigation Pane Options window appears.
How do I pin Salesforce for 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...•