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?
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