Contents
- 1 How do I enable Salesforce in Outlook?
- 2 What is Outlook configuration in Salesforce?
- 3 How do I change Outlook settings in Salesforce?
- 4 When is Salesforce for outlook no longer supported?
- 5 How to install Salesforce for outlook on your computer?
- 6 Why is my Salesforce integration not working on my Mac?
How do I enable Salesforce 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.
What is Outlook configuration in Salesforce?
Outlook configurations define Salesforce for Outlook settings for reps, like which features reps have access to, and how reps’ records sync between Outlook and Salesforce. If you’d like to define unique settings for a subset of your sales team, create multiple Outlook configurations, and assign reps accordingly.
How do I change Outlook settings in Salesforce?
- From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration.
- Depending on your permissions, you can: Edit your email settings. Edit your sync settings.
- Save your changes. All changes take effect the next time your data syncs.
Can you sync Salesforce tasks with Outlook?
If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems. Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.
How to enable Salesforce email integration with Outlook?
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Click on Edit button. Click on Active and Advanced Email Security Settings Checkbox true and Click on Save button. Click on Skip this Step.
When is Salesforce for outlook no longer supported?
As of Winter 2019, Salesforce for Outlook entered a maintenance-only phase that prevented new users from using Salesforce for Outlook. When Lightning Experience ends extended support for Microsoft Internet Explorer 11, Salesforce for Outlook can no longer function. How will organizations be impacted?
How to install Salesforce for outlook on your computer?
Search Outlook in quick find box and Select Salesforce for Outlook. Now Scroll down bottom of the page and Download Salesforce for Outlook using Download (Version) button. If Microsoft Outlook is Open, Close It. Now Install setup file on your computer.
Why is my Salesforce integration not working on my Mac?
Users are unable to login to Salesforce Outlook Integration using Outlook for Mac on Mac OS Big Sur 11x. Please see this Knowledge Article for more information: https://help.salesforce.com/articleView?id=000356131&language=en_US&mode=1&type=1