![]() ![]() Choose the add-in labeled Boost Productivity by bringing the power of the Salesforce Platform to Outlook.Get the add-in through Microsoft Outlook’s add-in library Click on Activate and Notify reps next to Email to SalesforceĢ.Let users access Salesforce records on Outlook.Click and activate the sliders next to:.Locate the Quick Find bar, and type in Outlook.Select the gear icon in the top-right corner of the screen.Prepare Salesforce for Outlook integration ![]() How do I install Salesforce for Outlook? 1. So, we’ve compiled this neat guide will help you through the process step-by-step. However, now things are a bit more complicated, and you need to modify some settings both in the salesforce dashboard and in Microsoft Outlook. Up until very recently, getting Salesforce for Outlook used to be extremely easy.Īll you needed to do is download the client from their website, and install it like your typical program. Salesforce also features several add-ins, one of which is an add-in for Microsoft Outlook. Salesforce is available in both a web-app version, but you can also download it as a desktop client. It advertises itself as being able to transform your business by uniting marketing, sales, commerce, service, and IT to deliver the personalized experiences to your customers. Salesforce is a company that primarily focuses on customer relationship management (CRM) service. Home › How to › How to download Salesforce for Outlook ![]()
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