OUTLOOK DOWNLOAD MICROSOFT OUTLOOK

Click the Tools menu and select Accounts. Click the download.This article shows how to install, configure and use the Salesforce Outlook Add-in Installing and Using the Salesforce Outlook Add-inOpen Microsoft Outlook on your MacBook. To install this download on Mac OS X: Print this page if you want to use it as a reference when you are offline. Pdf in Windows, you will need the free software program, Adobe Reader. Note: To view the Best practices for Outlook for Mac 2011.

Outlook Download Microsoft Outlook

To You can quickly add a Google Meet video meeting to a Microsoft Outlook. Tip: The 64-bit version is installed by default unless Office detects you already have a 32-bit version of Office (or a stand-alone Office app such as Project or Visio) installed.In this case, the 32-bit version of Office will be installed instead. The new version of Outlook. Enter your exchange account.Download Microsoft Outlook 2019 for Mac to manage your emails and stay up-to date with meetings and appointments.

Go 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 YouвЂ™ll be taken to the Office 365 website ( )

Click on the Salesforce Outlook Add-in on the Outlook ribbon (toolbar) to open it 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 вЂManage Add-InsвЂ™ Page: ( ) If you have Microsoft Outlook open, close it If you donвЂ™t see it close Outlook and reopen it and the add-in should appearInstalling the Salesforce Outlook Add-in (Mac)

Salesforce Trailhead has a great 3 minute video that shows what you can do with the Salesforce Outlook add-in: Once youвЂ™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 вЂCustom DomainвЂ™ box type: yale-som.my.salesforce.com Make sure вЂProductionвЂ™ is selected for the Environment

If you want the Salesforce add-in to stay open and not close each time you leave the screen, youвЂ™ll need to pin the add-in. 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

In the search box type the record youвЂ™re looking for The search box defaults to вЂAccountsвЂ™ but you can click the drop-down arrow to select the record type youвЂ™d like to log the email to. When an email arrives in your inbox youвЂ™d like to log to a Salesforce record just click on вЂlog emailвЂ™. Note that youвЂ™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.

In the вЂotherвЂ™ section you can only choose one option via a radio button. 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 вЂPeopleвЂ™ or вЂOtherвЂ™ sections of the Log Email pane

Select the category of template youвЂ™re looking for Select the drop-down arrow next to the вЂSearch Lightning TemplatesвЂ™ box to narrow down the template search. Click on вЂEmail TemplatesвЂ™ in the Salesforce Outlook Add-In Click on вЂNew EmailвЂ™ in the Outlook Ribbon You can use email templates set up by your or your department to make email communications faster and more consistent. Click вЂSendвЂ™ in the main Outlook email pane to send the email

Click on вЂ+ CreateвЂ™ and select the type of item youвЂ™d like to create. When you hover over the + the word вЂCreateвЂ™ becomes visible. To create a new event, task, case or account click on the + icon. Notice there is now an email address in the Bcc field.Creating a new Event, Task, Case or Account Add any people or other options to the email (as seen above) Click the back arrow next to вЂSelect Email TemplateвЂ™

The information required for each type will be different.

Outlook Mac Download