If you have problems resolving this step, consult your administrator now.Įnter your login information either way, and once resolved, click “Approve”. If you need to login to a different Salesforce instance than the default, simply click “Change URL” and pick the one you need. If the setup wizard doesn’t launch itself, you can manually wake it up, by right clicking on that tray icon, and clicking “Settings”. The setup wizard will open, and the Salesforce for Outlook icon will appear in your tray. NET 4 installation will want to run, if it does at all. If it does not, it means you already have it installed, so the absence of this phenomenon, or the presence of it, are neither causes for alarm.įirst, open the installation download, and complete it. If it asks to do this, please allow it to.
Please note that when doing this, at any point along the way, Windows may ask you to install.
If these things are amiss, then you need to talk to your administrator, as a whole host of problems could be causing these, which I can’t diagnose here. You also need to have active configuration, a valid data set and an Outlook profile set as your default Mail Settings target in Windows.
This’d be a mess if they took a page from Apple’s book, and disregarded common sense and standardization pretty much all the time.įirst, know that this pretty much applies to every version of Salesforce except the personal version, which it seems nobody really uses beyond a trial basis. Because that makes how to install Salesforce for Outlook possible to explain, regardless of what version of Microsoft Office you are using past ’97 or so. Let us thank our lucky stars that Microsoft standardizes their interoperability functionality across versions, and doesn’t break it with updates in newer versions until pure obsolescence is achieved.
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