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#Salesforce addin for outlook 2016 install#
#Salesforce addin for outlook 2016 download#
#Salesforce addin for outlook 2016 mac#

The items will sync automatically during the next sync cycle. Right-click a selected item, then select Categorize > Sync with Salesforce. Email attachments are included automatically when you add an email to Salesforce. Click on a record’s link to open it directly in Salesforce. When you select an email from the Inbox Salesforce content that appears in the side panel, which displays contacts and leads. This is important because these options play a big role in helping you become efficient with your Outlook and Salesforce integration routine.ĪDDING EMAILS, EVENTS, AND TASKS TO SALESFORCE RECORDS:Ģ.

Email settings-Side Panel and Add Email options are enabled.

Right-click the system tray icon ( ), and select > Outlook Configuration.

The icon spins during every sync cycle.ĬUSTOMIZING SALESFORCE FOR OUTLOOK Integration:

Click Next, and then select the kinds of private items you want to sync.

You’ll mark items you want to sync with the Sync with Salesforce category in Outlook.

Choose to sync individual contacts, events, and tasks.

You’ll mark items you don’t want to sync with the Don’t Sync with Salesforce category in Outlook.

Choose to sync all of your contacts, events, and tasks.

Click Next, and then select your sync method.

Click Next, If you want to change folder click Change Folder.

Enter your Salesforce username and password.

The next time Outlook is run, the COM add-in is loaded when the user requests it. The COM add-in is loaded and connected the first time the user runs Outlook after the COM add-in has been registered.

If you want to connect to other URL Click Change URL. The COM add-in is to be loaded and connected only when the user requests it, such as by using the COM Add-ins dialog box.

If the wizard doesn’t open, right-click and click Settings. Pre-requisite Open Desktop Outlook, The setup wizard opens, and the Salesforce for Outlook icon ( ) appears in your system tray.

Run the installation wizard again to complete the installation process.

NET 4 installed, the installation wizard installs it for you.

#Salesforce addin for outlook 2016 download#

Note: If the Download button is unavailable, ask your administrator to assign you to an Outlook configuration. Go to –My Settings–Desktop Add-Ons > Salesforce for Outlook. Go to –Setup–Desktop Integration > Salesforce for Outlook. Step:1 Download Salesforce for Outlook installer. SETTING UP SALESFORCE FOR OUTLOOK Integration:

#Salesforce addin for outlook 2016 mac#

Note: It doesn’t support using Salesforce for Outlook with Apple Mac OS.

#Salesforce addin for outlook 2016 install#

SALESFORCE FOR OUTLOOK SYSTEM REQUIREMENTS:ĭownload and Install Salesforce for Outlook v2.2.0 or later. Microsoft Outlook integration with salesforce application that you install, Syncs contacts, events, and tasks, attachments between Outlook and Salesforce and view Salesforce records related to the contacts and leads in your emails and events in Outlook. Here I am presenting easy and simple steps to integrate your Outlook to Salesforce: If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems.