How to Configure Salesforce plugin with Microsoft Outlook

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How to Configure Salesforce plugin with Microsoft Outlook

https://login.salesforce.com/

Have customer Login

You’ll download the installer from Salesforce.

  1. Close Microsoft® Outlook®
  1. Close Salesforce for Outlook. To do so, right-click the Salesforce for Outlook icon ( ) in your system tray, and then click Exit
  1. If you’re upgrading from Salesforce for Outlook v2.4.2 or earlier, uninstall your current version from the Microsoft Windows® Control Panel. If you need help, contact your Windows administrator. If you’re upgrading from Salesforce for Outlook v2.5.0. or later, continue to the next step.
  1. At the top of any Salesforce page, click the down arrow next to your name. From the menu under your name, select Setup or My Settings—whichever one appears.
  1. From the left pane, select one of the following:
  • If you clicked Setup, select Desktop Integration > Salesforce for Outlook.
  • If you clicked My Settings, click Desktop Add-Ons > Salesforce for Outlook.
  1. Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to assign you to an Outlook configuration.)