How to Install Salesforce for Outlook on PC or Mac

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This wikiHow teaches you how to install the Salesforce add-in for Outlook.com (Windows and macOS) and Microsoft Outlook (Windows Desktop).

Method 1
Method 1 of 2:

Installing Salesforce Lightning for Outlook.com

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    Go to https://www.outlook.com in a web browser. If you're already signed in to your Microsoft account in your web browser, you can skip this step. Otherwise, sign in to your account now.
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    Go to https://appsource.microsoft.com/en-us/ . Now that you're signed in, you can install the add-in.
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    It's at the top-right corner of the screen. A list of matching results will appear.
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    The product page will appear.
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    It's the blue button in the left column. A pop-up message will appear.
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    This redirects you back to Outlook.com, where an add-in installation window will appear.
    • If prompted to sign in again, click Sign in to do so.
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    It's at the bottom of the installation window in the right panel. The Salesforce add-in will now install. When the installation is complete, you'll see a confirmation message.
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    It's below the confirmation message. Salesforce is now installed.
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Method 2
Method 2 of 2:

Installing Salesforce for Outlook (Windows Desktop)

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    The app should be closed while you install the Salesforce plugin.
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    It's in your Salesforce personal settings. [1] A list of matching results will appear.
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    It's the blue button under “Download Salesforce for Outlook.” A pop-up will appear.
    • If you're unable to click this button, you'll have to get your Salesforce administrator to assign you an Outlook configuration.
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    The installer will now saved to your Downloads folder.
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    If you don't see it on the desktop, press ⊞ Win + E to open the Explorer, then double-click Downloads .
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    Double-click the installer, then follow the on-screen instructions to complete the installation. [2]
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    It's in the All Apps area of the Start
    Windows Start
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    . This opens the Salesforce for Outlook setup wizard. You'll also see the Salesforce icon (a gray circle with a white “s” inside) in your system tray.
    • If you don't see the setup wizard, right-click the Salesforce icon in the system tray, then click Settings .
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    If you don't want to log into the default site, click Change URL , then select a server. [3]
    • If you don't see your organization, click Other… , then enter the URL.
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    Use your Salesforce login information.
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    This connects Salesforce to Outlook.
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    Now you'll see a screen displaying the different directions in which Salesforce and Outlook sync.
    • To select a different folder for any of the listed items, click Change Folder .
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    • Click Sync All Outlook Items to sync everything.
    • Click Sync Only the Outlook Items I Select to sync only items you assign to the “Sync with Salesforce” category in Outlook.
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    If you want to sync your personal tasks, contacts, and/or events with Salesforce, check your desired options.
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    It's at the bottom-right corner of the window. The Salesforce system tray icon will turn red, meaning it's now active.
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      References

      1. ↑ https://help.salesforce.com/s/articleView?id=sf.outlookcrm_download_installer.htm&type=5
      2. ↑ https://help.salesforce.com/s/articleView?id=sf.outlookcrm_install.htm&type=5
      3. ↑ https://help.salesforce.com/s/articleView?id=sf.outlookcrm_install.htm&type=5

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