• Must have Outlook installed

How to Add the Salesforce Add-In to Outlook

Step 1. Open Outlook on your desktop 

Step 2. Click "File" in the top left hand of the screen

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Step 3. Click "Manage Add-ins" on the info tab

This will open up the web version of Outlook. Sign in to your account if necessary.

Step 4. An Add-Ins page will pop up. Search "Salesforce" in the search bar and click "Add"

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Step 5. The add-in will ask you to agree with its license terms. Click "Continue"

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Step 6. Go back to the Outlook application on your desktop. In the top right of the home tab, there should now be a cloud icon labeled Salesforce that you can now view.

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Additional Help

If you have any questions or ideas to make this document easier to follow, please  go to the top right above this document to Submit a Request or the Contact us link below and we will answer any questions or implement ideas!