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Uninstall Salesforce for Outlook
If you have Salesforce for Outlook installed, you need to uninstall it. That's no longer supported by Salesforce. From your computer’s start menu, open “Add or Remove Programs”. Search for Salesforce for Outlook and follow the instructions to uninstall it.
Use Salesforce Add-In From Outlook Client
Verify that the Add-In is installed in Outlook.
1. Click the More Apps Icon on the left side of Outlook.
2. Click the Add Apps link.
3. Click the Manage Your Apps link in the lower right hand corner of the window that opened.
4. You should see the Salesforce app there.
If you get the need to log back into Salesforce message in the side panel in Outlook and click “login”, it brings you to the standard Salesforce username and password login. Choose the option to login under a custom domain and type in middlebury.my.salesforce.com . That will bring you to a page where you can confirm and then the add-in should connect to Salesforce.
See this Microsoft article that helps you determine the version of Outlook and how to install an Add-in.
Install the Salesforce Add-in From Outlook Webmail
1. Open any email and click the ellipsis on the right:
2. Click Get Add-ins:
3. Click Admin Managed and then the Install button under Salesforce:
4. This will install it in the client and also make it available to you in Webmail. When viewing an email in Webmail, click the ellipsis and then click Salesforce:
That opens the side panel in the email. You’ll need to login to Salesforce the first time. Anyone who installed the add-in from the Outlook client, will see the Salesforce option (like above) when they’re using Webmail.
Outlook Integration demo
https://www.youtube.com/watch?v=WsREpexFa3Q