survivalger.blogg.se - Salesforce for outlook plugin not working

Click the white X to close the New Whitelist Entry box, you will see your domain name listed.įor additional information on setting up and using Salesforce for Outlook, please refer to Help.If you work in sales, are keen to get an edge, and improve how you operate, there’s a very good chance you've looked into software that can best support your work.Īnd if you've already done that, then no doubt you’re already using Salesforce, whose extensive set of tools make them one of the biggest (if not the biggest) players in the CRM space.Enter your Company Name as the Master Label, click Save.Enter your Company Name as the Developer Name and replace any spaces with underscore.Enter the web address where you access Outlook on the Web (e.g.Scroll down to Microsoft Outlook Web App Domain and click New.Click on Let Users access Salesforce Records from Outlook.To configure your Microsoft Exchange Server:

If you have a Microsoft Exchange Server continue to setup your custom domain name (e.g. Your users can download the application by accessing the Office store.

From the Publisher Layout To Use dropdown select Default Outlook Integration Layout and click Save.

Select all profiles (select the first one, hold down shift key, select the last profile).

Scroll down to Email Application Publisher Layouts and click on Publisher Layout Assignment.

Click Let Users access Salesforce Records from Outlook.

Add the actions for New Task, New Inquiry, New Contact, and New Appointment to the Publisher Layout and click Save.

Name the new layout Default Outlook Integration Layout.

Scroll down to Email Application Publisher Layouts and click the New button.

Go to Setup > Administer > Outlook Integration and Sync > Settings.

To configure Outlook integration with Office 365

Microsoft Outlook for Mac 2019 or 2016 on the most recent stable version of the MAC OS.

Microsoft Outlook 2019, 2016, or 2013 on Windows PC, most recent stable version recommended.

Exchange Online with Office 365 Exchange 2019, 2016, or 2013 on-premises.

System requirements to for Salesforce to Outlook integration You can also manually associate the email with additional contacts in Salesforce as well as other record types (for example, an account or booking). You can click one of those links to go directly to that record in Salesforce. When you select an email in Outlook, the Salesforce side panel displays contacts and activities related to that message. Using Salesforce for Outlook, you can view and work with Salesforce records directly in Outlook. If you find yourself switching between Microsoft® Outlook® and Amadeus Delphi repeatedly throughout the day, you can now save yourself time by using the Salesforce for Outlook application.