Hi Our Users have downloaded the Salesforce for Outlook App, but when they click on the view Salesforce button - they are prompted for their Username and Password. We all have access to SSO, so expected them to have direct access to our org Is there anything we should be doing
This is a very common gotcha — the default login screen in the Outlook integration shows username/password, but SSO is there, it's just hidden behind the Custom Domain step. Here's exactly what your users need to do:
- Open Outlook and click the Salesforce icon in the sidebar or ribbon to open the Salesforce panel
- On the login screen, look at the bottom and click "Use Custom Domain"
- In the field that appears, type your org's My Domain name — just the subdomain, not the full URL (e.g. if your login URL is yourcompany.my.salesforce.com, enter yourcompany)
- Click Continue
- The screen will now show your SSO login button (usually labeled with your company name or identity provider, e.g. "Log in with Microsoft" or "Log in with Okta")
- Click that button and authenticate through your normal SSO flow
Once they've done this once, Outlook should remember the custom domain for future logins.
If the SSO button still doesn't appear after entering the custom domain, check two things in Salesforce Setup:
- My Domain → confirm "Deploy to Users" has been clicked (not just enabled)
- My Domain → Authentication Configuration → make sure your SSO provider is checked under "Authentication Services" — if it's unchecked, users won't see the SSO option even with the right domain entered
Hope that gets them sorted!