The Salesforce integration with Outlook lets you experience Salesforce right in Outlook. Users with an Inbox license can use Inbox features in the Outlook integration, to:. View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching between Salesforce and Outlook; your Salesforce data appears directly in Outlook.
Add-in capabilities When this add-in is used, it. Other apps from salesforce. Salesforce Wave Connector for Excel By salesforce. Salesforce for Teams By salesforce.Leading Through Change with Data. Global Economy Data Track. Government Data Track. Healthcare Data Track. B-Well Together. Leading Through Change. Salesforce Care. Leading Through Change Blog. Trailhead Resources.
AppExchange Resources. MuleSoft Resources. Tom Ridgeway. We need Salesforce for Outlook to be compatible with Windows 10 as our company has purchased new PCs with the Windows 10 operating system. Mehra - 5 months ago. Sarah El Alami - 7 months ago. Dominika Price - 1 year ago.
Ajay Patel - 1 year ago. Pepe Villarreal - 1 year ago. Christina Quinones - 2 years ago. Katherine Cubillos - 2 years ago. David Grinblat - 2 years ago. Lisa Smith - 2 years ago. Aldo Bordieri - 2 years ago. Susan Backofen - 2 years ago. Bernd Wechner - 2 years ago. Darren Kline - 3 years ago. Michelle Manlangit - 3 years ago. Jacqueline Vaessen - 4 years ago.
All rights reserved. Various trademarks held by their respective owners. If you can't find what you're looking for, contact Salesforce Customer Support.
Powered by Community Cloud.Though best known for its customer relationship management CRM product, Salesforce. It is currently ranked the most innovative company in America by Forbes magazine, as well as number 7 in Fortune magazine's Best Companies to Work For in Translate to English.
Stay informed about special deals, the latest products, events, and more from Microsoft Store. Available to United States residents. By clicking sign up, I agree that I would like information, tips, and offers about Microsoft Store and other Microsoft products and services.
Privacy Statement. Skip to main content.How to install Salesforce for Outlook in 2020
Salesforce Platform. Wish list. See System Requirements. Available on Mobile device. Description Salesforce. Show More. People also like. Uber Rated 3 out of 5 stars. Skype for Business Rated 3 out of 5 stars.
Microsoft Authenticator Rated 3. Word Mobile Rated 4. Flipkart Rated 4 out of 5 stars. Excel Mobile Rated 4. Office Lens Rated 4. Additional information Published by asavarideokar. Published by asavarideokar.
Download the new Salesforce App for Outlook
Developed by asavarideokar.Leading Through Change with Data. Global Economy Data Track. Government Data Track. Healthcare Data Track. B-Well Together. Leading Through Change. Salesforce Care. Leading Through Change Blog. Trailhead Resources. AppExchange Resources.
MuleSoft Resources. Salesforce for outlook - Unable to type into the Side Panel search box after upgrading Windows Fixed - Summer ' Summary After upgrading Windows 10, apparently to Buildusers are unable to type in anything in the SFO side panel search box. Repro - Click on an email - In the Salesforce for Outlook Side Panel try to perform a manual search - Unable to type in any keyword or text. So a temporary workaround would be to type the search keyword in Notepad, copy the keyword, then right click the side panel search box and choose Paste.
Any unreleased services, features, statuses, or dates referenced in this or other public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make their purchase decisions based upon features that are currently available. All rights reserved. Various trademarks held by their respective owners.
If you can't find what you're looking for, contact Salesforce Customer Support. Powered by Community Cloud. Sign Up Log In.
Open Avatar Menu. Salesforce Trailblazer Community Community. Log Out. Tune in to Trailblazers Innovate for Salesforce product news, demos, and latest roadmaps. Register here. Is it Fixed? Salesforce Salesforce. Need Help?Everyday millions of people around the world use Outlook and Salesforce to help run their businesses. In Officewe introduced Apps for Office to let our partners add capabilities to Office to extend it and integrate it with the services our users use every day to help them be even more productive in Office.
Microsoft Outlook Connect. Get things done. Today, as part of our ongoing strategic partnership with Salesforce, the new Salesforce App for Outlook was announced to give users a great new way to work with Salesforce right from within Outlook.
This lets users view Salesforce contacts, leads, accounts and opportunities in the context of an email from a customer. You can read the full announcement from Salesforce as well as more about the app here. The last few months increased the challenges of managing time across work and personal lives.
See how Microsoft can help people feel organized by saving time, protecting their personal time, and planning their calendars for a balanced day.
Get time back on your busy schedule with Cortana updates: the chat-based app in Windows 10, time and task management with Play My Emails, and your daily Briefing. Skip to main content Skip to main content. Get Outlook. You may also like these articles. July 14, Read more. May 27, May 19, She has more than 20 years of experience creating technical documentation and leading support teams at major web hosting and software companies.
Nicole also holds an MFA in Creative Writing from Portland State University and teaches composition, fiction-writing, and zine-making at various institutions. The wikiHow Tech Team also followed the article's instructions and verified that they work. This article has been viewed 13, times. This wikiHow teaches you how to install the Salesforce add-in for Outlook.
Otherwise, sign in to your account now. Now that you're signed in, you can install the add-in. Type salesforce into the search bar. It's at the top-right corner of the screen. A list of matching results will appear. Click Salesforce Lightning for Outlook.
The product page will appear. It's the blue button in the left column. A pop-up message will appear. Click Continue to agree to the terms. This redirects you back to Outlook.
If prompted to sign in again, click Sign in to do so.
Click Install. 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. Click OK.Due to high volumes, response times in the community may be delayed over the next few days.
Please refer to our self-help content for additional assistance.
Thank you! Microsoft Support. Tech support scams are an industry-wide issue where scammers trick you into paying for unnecessary technical support services. You can help protect yourself from scammers by verifying that the contact is a Microsoft Agent or Microsoft Employee and that the phone number is an official Microsoft global customer service number.
I'm running Windows 10 and Office Pro Plus not and all was working fine until various windows updates this year which have caused stability issues with Outlook Add Ins.
I've managed to fix everything except Salesforce Lightning for Outlook which just won't resolve! It works fine in OWA mode but on my local version refuses to load. It's possible that there are system requirements that needs to be met before we could make it work with Outlook or this could be an issue with compatibility of both programs.
To better assist you, we'd like to ask the following question:. Which version of Office are you using? Follow the steps in this link to find out what Office version you have. Did you encounter any error messages while trying to install the add-in? We look forward to your response. Did this solve your problem? Yes No. Sorry this didn't help.
Thanks for your feedback. The app is installed fine but it just won't make the connection to salesforce - see below. I can get it running fine using the OWA and my colleagues are all running it fine.
According to salesforce i need to be running Outlook Based on the Office version number you provided, it seems that you need to update your Office version.
Windows 10 Update Causes Salesforce for Outlook to Fail
To do so, please follow the steps below:. Open any Office app, such as Word, and create a new document. Close the " You're up to date! Once done, kindly try installing the add-on and check it would resolve the issue. If the problem persists, do let us know so we can assist you further. In this case, let's isolate the issue by starting Outlook in safe mode as this method is useful in identifying the root cause of the problem.
If the issue persists in safe mode, you can try to repair Office and check if it would resolve the issue. For more information, go to Repair an Office application. Thanks - none of the above have solved the problem. I have escalated it with Salesforce and the problem comes back to connectivity issues when attempting to reach Microsoft Exchange server, due to a regression in Microsoft's Outlook msi June security update. This is supposedly going to be fixed in a forthcoming update.
October 6, Due to high volumes, response times in the community may be delayed over the next few days. Salesforce is adamant it's a Microsoft issue. If anyone can assist, please do!