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. Check that Salesforce Classic is turned on for your org.
How do I add Salesforce to my desktop in Outlook?
To start planning your move, see our migration guide, Move from Salesforce for Outlook to the Next-Generation Products.
- Download the Salesforce for Outlook Installer.
- Install and Set Up Salesforce for Outlook.
- Manage Your Salesforce for Outlook Configuration.
- Uninstall Salesforce for Outlook.
How do I install the Salesforce Outlook plugin?
Installing the Salesforce Outlook Add-in (Windows)
- Find Salesforce in the add-in in the list and check the box in the Turn On column.
- Go back to Microsoft Outlook and click on the <- arrow in the top left-hand corner of your screen to get back to your Inbox.
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.
What is replacing Salesforce for Outlook?
Salesforce offers the following products to replace Salesforce for Outlook functionality: Outlook Integration (replaces the Salesforce side panel experience, where reps can see Salesforce records and use some Salesforce features directly from Outlook) Einstein Activity Capture (replaces contact and event sync)
What is the difference between Salesforce for Outlook and Outlook integration?
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 does Outlook integrate with Salesforce?
A Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. Relate email or Events and attachments to Salesforce records, and create Salesforce records directly in Outlook. For more, see Salesforce for Outlook.
How do I find Outlook add-ins?
Click the drop-down menu on any email message in Outlook.com, and then select Get Add-ins. On the Add-ins for Outlook page, select the add-in. For free add-ins, click Add. For paid add-ins and free trials, select Get it to finish your purchase.
How do I remove a Salesforce add in from Outlook?
Uninstall Salesforce for Outlook (SFO)
- Close Microsoft Outlook.
- Right-click the Salesforce for Outlook system tray icon and click on Exit.
- Use the Windows and R key combination to bring up the Run box and type in Appwiz.
- Select the Salesforce for Outlook and click on Uninstall and follow the on-screen instructions.
How do I use Salesforce with Outlook?
Steps to Integrate Outlook and Salesforce
- Open 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.
Does Salesforce for Outlook work with Office 365?
Microsoft Outlook Connect. Salesforce for Outlook works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA).
Is Salesforce Outlook integration going away?
Salesforce for Outlook is retiring in a phased approach. To help your sales reps continue syncing and working between Salesforce and Microsoft Outlook, learn about moving to the Outlook integration and Einstein Activity Capture. Between the Summer ’21 release and June 2023, the product is retiring in a phased approach.
Is there a free version of Salesforce for Outlook?
Our website provides a free download of Salesforce for Outlook 3.4.8.222. The program’s installer file is generally known as SfdcMsOl.exe. The following versions: 3.4, 1.7 and 1.6 are the most frequently downloaded ones by the program users.
Why should I use Salesforce for Outlook?
If you run your life in Outlook, your contacts, calendars, emails and tasks also live in Outlook. With Salesforce for Outlook , automatic synchronization eliminates the data entry chore. And even better, it’s administered 100% in the cloud, so your administrator can support you from across the room or around the world.
How does the Salesforce side panel work with Outlook?
When you select an email from the Inbox or an event from the Calendar in Outlook, the Salesforce Side Panel displays related Salesforce contact and lead details directly in Outlook. After your administrator enables the side panel in your Outlook configuration, the side panel
How do I view and edit Records in Salesforce?
If you want to view full record details, just click on a record’s link to open it directly in Salesforce. To add your email or event to the Salesforce records of your choice, click or next to those records.
