Download and Install Salesforce for Outlook Plugin

If you're looking to connect your Salesforce account with Microsoft Outlook, you've come to the right place. In this article, we'll guide you through the process of enabling the integration in Salesforce and setting up the plugin.

To get started, navigate to the Setup menu within your Salesforce account and search for 'Outlook.' The first step is to enable the integration, which supports Exchange Online with Office 365 or GCC High (typically used by government agencies) as well as on-premises servers running Exchange 2019, 2016, or 2013.

Before you begin, ensure that your company's email is managed using a Microsoft Exchange email server. If you're using a browser to access Salesforce, you'll need to allow cookies from Salesforce in order for the integration to work properly.

You can also integrate Salesforce with the Outlook web client, which currently supports Outlook 2013 and Outlook 2016. However, please note that support for these older versions of Outlook will be phased out at the end of 2022.

On the Outlook side, you'll need to have Office 365 or Outlook 2019 running on Windows 10 in order to complete the integration. If you don't have administrative access within your Salesforce account, you may need to work with your company's IT department to modify user roles and enable the integration.

It's important to note that setting up the Salesforce to Outlook integration requires administrative access to your Salesforce account. By following these simple steps, you'll be able to seamlessly connect your Salesforce and Outlook accounts and take advantage of the many benefits that come with integrated CRM and email management.

To download and install the Salesforce for Outlook plugin, simply follow the prompts within your Salesforce account to enable the integration. From there, you can set up the plugin and start using it to manage your emails, contacts, and tasks directly from within your Salesforce account. With this plugin, you'll be able to streamline your workflow, reduce email clutter, and increase productivity.

By downloading and installing the Salesforce for Outlook plugin, you'll be able to take advantage of a seamless integration that will help you get more done in less time. So why wait? Start integrating your Salesforce and Outlook accounts today!

Salesforce for outlook plugin download