- #Is there a salesforce for outlook plugin for owa for free
- #Is there a salesforce for outlook plugin for owa how to
- #Is there a salesforce for outlook plugin for owa install
- #Is there a salesforce for outlook plugin for owa full
Keep in mind that if you open an email message full screen, the sidebar will not be viewable as it is only displayed in the primary Outlook window. Salesforce for Outlook will work with Outlook client versions 2012/2013/2016, however will not work with Mac, and is a purely client-based application, meaning that Outlook will need to be up and running on your computer for it to synchronize data.Īs you can see in the image below, Salesforce for Outlook runs as a sidebar plugin within the main mail window of Outlook, with or without the reading pane active. It also can synchronize Contacts, Events and Tasks between Outlook and Salesforce, as well as directly create Cases from received emails. Salesforce for Outlook is an executable application (.exe) that is installed on a Windows computer and allows a user to relate emails from their Outlook client to records in Salesforce.Įmails can be related to Contacts, Leads, Accounts, Opportunities, Cases, and even custom objects. Salesforce for Outlook (commonly referenced as SFO) was the first major iteration in connecting your email to Salesforce.
Outlook for Lightning that may help guide your success… Let’s take a look at some of the key differences between Salesforce for Outlook vs. Still need help? Contact our Support Team.Have you ever wondered what the key differences between Salesforce for Outlook vs. With the Launch the program checkbox selected, click the Finish button to exit the Installer.ĭownload: Access the complete LinkPoint Connect: Outlook + Salesforce User Guide in. If your computer does not already have this installed, it will automatically be downloaded as part of the LinkPoint Connect installation process. NET Framework 4 Client Profile which comes pre-loaded on Windows 7 and above. Tip: LinkPoint Connect relies on a common Microsoft technology called.
#Is there a salesforce for outlook plugin for owa install
Then, click Back to make changes or click Install to start the installation. By default, the Installer will place the LinkPoint Connect software on the system hard drive.
Select the installation preferences within the Custom Setup screen. Select the I accept the terms in the license agreement option, and then click the Next button to proceed.Ĭonfirm that Microsoft Outlook is closed and click the Next button. Save the file named LinkPointConnectSF.exe to your computer and then open it to launch the Installer.Ĭlick Next within the LinkPoint Connect for Salesforce – InstallShield Wizard to start the installation process. Select the link for the LinkPoint Connect installer provided in the welcome email, or enter the URL in your browser address bar and press enter.
#Is there a salesforce for outlook plugin for owa how to
In this section, you will learn how to install the LinkPoint Connect software.Ĭlick the images throughout the Knowledge Base to see full size versions of screen captures.
#Is there a salesforce for outlook plugin for owa for free
All methods provide access to the same Installer for free trial and licensed users. To get started, users must download the LinkPoint Connect Installer, which is accessible via the Salesforce AppExchange, the LinkPoint360 website, or a direct link provided by a LinkPoint360 Account Executive. LinkPoint Connect: Desktop Edition is a PC-installed application that allows users to work with and create Salesforce data directly within Microsoft Outlook.
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