How do I get the Salesforce side panel in Outlook?

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Enable the Salesforce Side Panel

From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
If you’re modifying an existing Outlook configuration, click Edit next to the one that you want to modify.
Select Side Panel .
Save your changes.

How do I download Outlook addin for Salesforce?

From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook. Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to assign you to an Outlook configuration.

Is there a Salesforce plugin for Outlook?

To use the integration, each Outlook user needs the Salesforce add-in for Microsoft Outlook. How you get the add-in is up to your Salesforce admin and your IT department. After the add-in is installed, launch it in Outlook, connect your email account, and then manage the add-in like you do other Microsoft add-ins.

Is Salesforce for Outlook going away?

Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.

How do I open Salesforce in Outlook?

Steps to Integrate Outlook and Salesforce

Open your Salesforce Org.
Click on Setup.
Search Outlook in quick find box and Select Outlook Integration and Sync.
Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
Click on Edit button.

How do I add a plugin to Salesforce?

Follow these steps to set up the Analytics plugin for Salesforce command-line interface (CLI) for your Tableau CRM development project.

Enable Dev Hub in your org so you can create and manage scratch orgs from the command line.
Install the Salesforce CLI.
Create a Salesforce Developer Experience (SFDX) project.

How do I update my Salesforce Outlook plugin?

Click Download (Version …), then click Save File.
After your download is finished, right click on the downloaded file, then select Properties. On the ‘General’ tab, click Unblock (if it exists).
Make sure Microsoft Outlook is closed. Open the downloaded file and follow the on-screen instructions.

How do I add Salesforce plugins to Outlook 365?

Installing the Salesforce Outlook Add-in (Mac)

Find Salesforce in the add-in in the list and check the box in the Turn On column.
Wait about 15 to 20 seconds and then open Microsoft Outlook.
The Salesforce add-in should appear on your Outlook ribbon.

How do I add a Salesforce plugin to Outlook Web?

From Setup, in the Quick Find box, enter Outlook , and then select Outlook Integration and Sync.
Enable Let users access Salesforce records from Outlook.
If reps use Outlook on the web, in the Microsoft Outlook Web App Domain section, add the domains that you want to allow access to Salesforce.

How do I install Salesforce for Outlook 365?

What is the difference between Salesforce for Outlook and lightning for Outlook?

Lightning for Outlook can link emails to Contacts, Leads, Accounts, Opportunities, and Cases. It can also relate Events to records within Salesforce, however if you’re looking for a more automated sync of Events, you’ll need to look into Lightning Sync.