Buzz
This guide will show you how to install the Salesforce add-in for Outlook.com (Windows and macOS) and Microsoft Outlook (Windows Desktop).
Steps
Installing Salesforce Lightning for Outlook.com
Visit https://www.outlook.com using your web browser. If you're already logged into your Microsoft account in your browser, you can proceed to the next step. Otherwise, sign in to your account.
Visit https://appsource.microsoft.com/en-us/. Once you're signed in, you can proceed with the installation of the add-in.
Enter salesforce into the search bar. It's located at the top-right corner of the screen. A list of relevant results will be displayed.
Click Salesforce Lightning for Outlook. This will take you to the product page.
Click GET IT NOW. This is the blue button in the left-hand column. A pop-up message will appear.
Click Continue to accept the terms. This will redirect you back to Outlook.com, where an add-in installation window will appear.
- If asked to sign in again, click Sign in to do so.
Tap Install. You'll find it at the bottom of the installation window in the right panel. The Salesforce add-in will begin installation. Once it's complete, a confirmation message will appear.
Tap OK. It's located below the confirmation message. Salesforce has now been successfully installed.
Installing Salesforce for Outlook (Windows Desktop)
Close Microsoft Outlook. Ensure the application is closed before proceeding with the Salesforce plugin installation.
Enter salesforce for outlook into the Quick Find box. This box can be found within your Salesforce personal settings. A list of relevant results will be displayed.
Tap Salesforce for Outlook.
Tap Download. This is the blue button labeled “Download Salesforce for Outlook.” A pop-up will appear.
- If you're unable to tap this button, you'll need your Salesforce administrator to assign you an Outlook configuration.
Tap Save File. The installer will now be saved to your Downloads folder.
Access the Downloads folder. If it's not on the desktop, press ⊞ Win+E to open Explorer, then double-click Downloads.
Execute the installer file. Double-click the installer, then follow the on-screen instructions to complete the installation process.
Launch Outlook.
- If you can't locate the setup wizard, right-click on the Salesforce icon in the system tray, then select Settings.
Choose a site. If you prefer not to sign in to the default site, click Change URL, then pick a server.
- If your organization isn't listed, click Other…, then enter the URL.
Provide your username and password. Utilize your Salesforce login credentials.
Click Approve. This action will establish the connection between Salesforce and Outlook.
Proceed to the Next. You'll be presented with a screen detailing the synchronization options between Salesforce and Outlook.
- To choose a different folder for any listed items, click Change Folder.
Click Next.
Choose a synchronization option and click Next.
- Opt for Sync All Outlook Items to synchronize everything.
- Choose Sync Only the Outlook Items I Select to sync items assigned to the “Sync with Salesforce” category in Outlook.
Select private items for synchronization. Check the options if you want to sync your personal tasks, contacts, and/or events with Salesforce.
Click Save. Located at the bottom-right corner of the window, this action will activate Salesforce, indicated by the red color of the Salesforce system tray icon.
