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I am trying to install the Salesforce Outlook Add-in (Mac) but I am facing some issues configuring it so what should I do Please can anyone help with this?

#Sales Cloud #Salesforce #Outlook

3 respostas
  1. 26 de out. de 2021, 12:20

    Hi! Huan,

     

    Please follow the below steps:

     

    Installing the Salesforce Outlook Add-in (Mac)

    • If you have Microsoft Outlook open, close it
    • Navigate to the Office 365 website ‘Manage Add-Ins’ Page: (https://outlook.office.com/owa/?path=/options/manageapps)
    • Find Salesforce in the add-in in the list and check the box in the Turn On column
    • Wait about 15 to 20 seconds and then open Microsoft Outlook
    • The Salesforce add-in should appear on your Outlook ribbon

    Configuring the Salesforce Outlook Add-in

    • Click on the Salesforce Outlook Add-in on the Outlook ribbon (toolbar) to open it
    • If you’re using the web version of Outlook you can configure the add-in by clicking on the Salesforce Outlook icon
    • Make sure ‘Production’ is selected for the Environment
    • Click on “Log In To Salesforce”
    • Click on ‘Use Custom Domain’
    • You will be logged into Salesforce inside Outlook the add-in
    • Once you’ve activated and configured the Salesforce add-in it will be active and configured in all versions of Outlook, both desktop and web versions.

     

    I hope you find the above solution helpful. If it does, please mark it as the Best Answer to help others too.   

     

    Thanks and Regards,  

    Suraj Tripathi

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