![]() ![]() Step12: Add-ins wizard will be open then search salesforce in the top right search box and click on the Add Button of salesforce add-in which will appear in the results section.Īfter connecting the salesforce you will see the salesforce icon in outlook upper right corner.Ĭlick this salesforce icon and log in with your credentials. Step11: Now Open your Microsoft Outlook, click the “Get Add-ins” icon in the right upper corner. Step10: After clicking the “Activate and Notify reps” open the Email to salesforce Setup wizard click the Edit button and check the Active checkbox and click save button and after then, if you want to get the notification then click “Send and Notification Email” button otherwise you can click the “Skip the Step” button. And click the “Activate and Notify reps” link (denoted in red color box.) Step9: After that, you have to enable both toggle buttons under the outlook integration. ![]() Step8: After login with salesforce go to the search box and type outlook and then click outlook integration and sync. Step7: After installation, open your outlook and log in to your salesforce with your credentials. ![]() And then download Salesforce for outlook and complete the installation. ![]() Step6: Before clicking the Download option, close your outlook application if already open. If you want to see your contacts and Events in Salesforce as well as Outlook, you can select both the Contacts and Events options or you can select more options. And then click View Configuration option. Step5: Before installation, check your Requirements options. Step4: After clicking the Salesforce for Outlook set up windows will be open. Step3: Type salesforce for outlook in the Quick Find box and then click Salesforce for outlook. Step2: After login, click your name and select my setting. Step1: Go to the salesforce login site and log in with your credentials. In this scenario, we will see the method of salesforce for outlook installation. The salesforce integrates with any software easily, the outlook is one of them. The salesforce is available for all departments like Marketing, sales, and commerce, etc. With its help, You are also able to see your company’s growth. With the help of Salesforce, you can directly interact with employees and analysis their potential or performance. The salesforce provides the facilities to manage your company and employee relationship. A salesforce is a software for online CRM. ![]()
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