The Outlook on the Desktop add-in pins the calendar on the desktop, so you don't have to launch and click through Outlook's screens.This article shows how to install, configure and use the Salesforce Outlook Add-in Installing and Using the Salesforce Outlook Add-inOutlook for Mac: Im not receiving email or other items in my Exchange account. To get things done, you should schedule it. Cost: Free Key Benefit: Pin the Outlook Calendar to your desktop. Outlook add-ins for productivity 1.
Outlook 2016 Add Ins Driver Download ForGo back to Microsoft Outlook and click on the <- arrow in the top left-hand corner of your screen to get back to your Inbox Find Salesforce in the add-in in the list and check the box in the Turn On column You’ll be taken to the Office 365 website ( ) Outlook for Mac Connectors. The following clients support add-ins: Outlook 2013 or later on Windows Outlook 2016 or later on Mac Outlook on iOS Outlook on Android Outlook on the web for Exchange 2016 or later and Office 365Installing the Salesforce Outlook Add-in (Windows)To get add-ins, click on Store (inside Insert tab) and download/buy the ones you see fit for your work. Dataq instruments usb devices driver download for windows 10 64-bit.The Salesforce add-in should appear on your Outlook ribbonConfiguring the Salesforce Outlook Add-in Wait about 15 to 20 seconds and then open Microsoft Outlook Navigate to the Office 365 website ‘Manage Add-Ins’ Page: ( ) If you have Microsoft Outlook open, close it If you don’t see it close Outlook and reopen it and the add-in should appearInstalling the Salesforce Outlook Add-in (Mac)Once you’ve activated and configured the Salesforce add-in it will be active and configured in all versions of Outlook, both desktop and web versions. You will be logged into Salesforce inside Outlook the add-in In the ‘Custom Domain’ box type: yale-som.my.salesforce.com Make sure ‘Production’ is selected for the Environment If you’re using the web version of Outlook you can configure the add-in by clicking on the Salesforce Outlook icon Creating a new Event, Task, Case or AccountPinning the Salesforce Add-in so it stays open Logging an email you compose in Outlook to a Salesforce record Logging an email from your inbox to a Salesforce record Note that you’ll have to do this for both your reading screen and your compose email screen.Logging an Email from your Inbox to a Salesforce Record Once you click the pin it will point downward to show the add-in is pinned. To pin the add-in so it always stays open click the pin. You can select multiple people by checking/unchecking the boxes of the records you want to attach the email to. The name will then appear in the ‘People’ or ‘Other’ sections of the Log Email pane Select the record from the drop-down search results In the search box type the record you’re looking for The search box defaults to ‘Accounts’ but you can click the drop-down arrow to select the record type you’d like to log the email to. Kate text editor for macType the email address of the person you want to send the email to in the ‘To’ field of the email Pin the add-in to keep it from closing by clicking on the pin at the top of the window If the Salesforce Add-In isn’t open on the side of your screen click on the Salesforce icon in the ribbon to open it The email has now been logged into the Salesforce record(s) you selectedLogging an Email you Compose in Outlook to a Salesforce Record When finished with selections click on ‘Save’ Notice there is nothing in the ‘Bcc’ field. You’ll be back at the ‘Log Email’ screen where you can select the People and other items to be attached to this email (same as above) Once you’ve completed your email click ‘Log Email on Send’ As you add a name to the ‘To’ field and add text to the subject and body of the email Salesforce will start to fill in with items it finds that may match ![]() Add any people or other options to the email (as seen above) Click the back arrow next to ‘Select Email Template’ The template will fill in the subject/body of the email ![]() The information required for each type will be different.
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