Installing the Salesforce Outlook Add-in (Windows)

Installing the Salesforce Outlook Add-in (Windows)

Open Microsoft Outlook
Click on File, Manage Add-ins
You’ll be taken to the Office 365 website (https://outlook.office.com/owa/?path=/options/manageapps)

Find Salesforce in the add-in in the list (or search for “Salesforce” if it doesn’t appear) and check the box in the Turn On column or “Add” depending on how it is presented to you
Go back to Microsoft Outlook and click on the <- arrow in the top left-hand corner of your screen to get back to your Inbox
Wait about 15 to 20 seconds and you should see the Salesforce add-in appear on your Outlook ribbon

If you don’t see it close Outlook and reopen it and the add-in should appear

If you have any issues installing the New 'SalesForce / Outlook Add-in', please do not hesitate to contact the service desk either by using the Self Service Portal and using this link to request support.

Or call the Service Desk on 020 3841 8484

Regards

IT Service Desk