- #Can you use salesforce for outlook with mac for mac
- #Can you use salesforce for outlook with mac install
- #Can you use salesforce for outlook with mac full
- #Can you use salesforce for outlook with mac download
The setup wizard opens, and the Salesforce for Outlook icon appears in your system tray. You then need to run the installation wizard again to complete the installation process. Keep in mind that the installation wizard prompts you to restart your machine after it installs. Open the installation file you downloaded and saved, and complete the installation wizard. If you re an administrator, you can deploy installations to multiple users simultaneously using the.
#Can you use salesforce for outlook with mac download
If the Download button is unavailable, ask your administrator to assign you to an Outlook configuration. From the menu under your name, select Setup or My Settings whichever one appears. At the top of any Salesforce page, click the down arrow next to your name. If you re upgrading from Salesforce for Outlook v or later, continue to the next step. If you need help, contact your Windows administrator. If you re upgrading from Salesforce for Outlook v2. To do so, right-click the Salesforce for Outlook icon in your system tray, and then click Exit 3. You can now continue to Download the Salesforce for Outlook Installer on page 8. About iHance Inc.ĭepending on the restrictions your administrator sets, you ll customize Salesforce for Outlook settings to sync what you want and indicate sync directions between Microsoft Outlook and Salesforce.
#Can you use salesforce for outlook with mac install
You ll install Salesforce for Outlook on your computer, and then perform an easy configuration procedure. From Salesforce, you ll download the Salesforce for Outlook installer. We support using these systems that connect to the Internet through a proxy server. Microsoft Windows, along with the latest hot fixes. Your Default program Operating system Must be any of these desktop versions of Microsoft Outlook using either Microsoft Exchange Online the Microsoft-hosted service that integrates with Office or Microsoft Exchange Server, along with the latest hot fixes Salesforce for Outlook supports Outlook installed using Click-to-Run a streaming installer for Microsoft Office. There s even a collapse feature to hide the side panel. If you don t see records you re looking for, click to find other records, and then add s, events, or tasks from the Outlook tasks list to them. If you d like to create a new account, case, contact, lead, opportunity, or a custom object record related to your, click. Quickly see the Salesforce records to which you ve added s or events. Select the other contacts and leads related to your to view their details, along with related activities, cases, and opportunities.
#Can you use salesforce for outlook with mac for mac
macos - Email Issue using Outlook for mac and godaddy email - Stack OverflowĬlick the icon to add those attachments to Salesforce. In that case, you ll see next to the individual attachments in your side panel. To add your or event to the Salesforce records of your choice, click or next to those records.
#Can you use salesforce for outlook with mac full
If you want to view full record details, just click on a record s link to open it directly in Salesforce. For each contact and lead, it s easy to view related activities, opportunities, and cases.
Review the Salesforce content that appears in the side panel, which displays contacts and leads based on the order they appear in your s or event s From, To, and Cc fields. Email Integration - Sync Exchange/Outlook/Google Apps/Gmail/Mac/iPhone/Lotus + Includes links to view full record details directly in Salesforce. Includes a Search feature to find additional Salesforce records. Lets you create Salesforce records directly from the side panel. You choose the most appropriate ones to display in the side panel. Makes it easy to add Outlook s and their attachments to multiple Salesforce records, as well as add Outlook events and tasks to multiple contacts, and to one other record with which you can associate tasks, such as an account, a case, or even a custom object record. In addition, the Salesforce Side Panel: Displays as many as four activities, opportunities, and cases, related to the contacts and leads that appear in the side panel.
After it s enabled, the side panel displays up to 10 contacts and leads from your s or event s From, To, and Cc fields.
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