How do I add Salesforce to my desktop in Outlook?

My Settings –> Desktop Add-Ons –> Salesforce for Outlook –> Check Requirements.

Does Salesforce for Outlook work on Mac?

The reason Salesforce for Outlook does not work on a Mac is because the Microsoft Outlook for Mac currently has no ad-on framework built into it. This means that it does not allow the installation of Salesforce for Outlook. So this lack of capability is not due to Salesforce but rather to Microsoft.

How do I add Salesforce app to Outlook?

How do I download 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.

Does Salesforce for Outlook work with Office 365?

Microsoft Outlook

Organize. 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:

Does Salesforce work on Mac?

There are integration issues for business users looking to sync their Salesforce through Outlook, particularly for machines that don’t run a Windows operating system. Salesforce provides an add-on to solve this problem. However, it has a drawback—it doesn’t work with Mac OSX.

Why is Salesforce for Outlook not working?

Make sure the Salesforce for Outlook SFO icon is present in the system tray. If nothing happens, try to restart your computer and see if the icon shows up. If you are still having an issue with the icon loading in the System Tray, you may need to uninstall and re-install the application.

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.

Can Salesforce integrate 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.

How do I update Salesforce for Outlook?

Log in to Salesforce.

  1. Click Download (Version ), then click Save File.
  2. After your download is finished, right click on the downloaded file, then select Properties. On the ‘General’ tab, click Unblock (if it exists).
  3. Make sure Microsoft Outlook is closed. Open the downloaded file and follow the on-screen instructions.

What is Salesforce for Outlook side panel?

Salesforce for Outlook is an app you install in your Outlook email client to help to keep the data in sync between your Salesforce org and Outlook. For example, when you select an email in Outlook, you can see related Salesforce records, such as contacts, leads, opportunities and tasks in the sidebar on your screen.

What is lightning for Outlook?

How do I integrate with 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.

What is the difference between Salesforce for Outlook and Outlook integration?

Add a connector
  1. In Outlook on the web, select. > Manage integrations > Connectors.
  2. Browse the list of connectors. When you find the one you want, select Add.
  3. Follow the instructions on the screen to set up the connector. (Not all connectors are integrated in the same way.

How do I know what version of Salesforce I have in Outlook?

Salesforce Outlook Integration

The Outlook integration lets users work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. This integration is meant to replace the Salesforce for Outlook side panel and even offers more features that Salesforce for Outlook does not.

How do I sync with Microsoft?

In Outlook, choose File and then Options. Select the Add-ins tab of Outlook Options dialog box. If the Teams Meeting Add-in is listed in the Disabled Application Add-ins list, select COM Add-ins in Manage and then select Go… Set the checkbox next to Microsoft Teams Meeting Add-in for Microsoft Office.

How do I enable CRM in Outlook?

To sync your tasks and lists between your computer and phone, sign in with the same account on each device. Microsoft To Do updates every 5 seconds, so all of your changes should be displayed automatically. Since your tasks are stored on Exchange Online servers, they’ll also sync automatically to your Outlook Tasks.