You’ll download the installer from Salesforce.
|Available in: All Editions|
|To install Salesforce for Outlook:||Assigned to an active configuration AND |
Valid data set for each object being synced
|To change sync folders:||Your Outlook profile set as the default in your Mail Settings AND |
Allow users to modify “Outlook folder for syncing contacts” in your Outlook configuration
Close Microsoft® Outlook®.
Close Salesforce for Outlook. To do so, right-click the Salesforce for Outlook icon () in your system tray, and then click Exit
If you’re upgrading from Salesforce for Outlook v2.4.2 or earlier, uninstall your current version from the Microsoft Windows® Control Panel. If you need help, contact your Windows administrator. If you’re upgrading from Salesforce for Outlook v2.5.0. or later, continue to the next step.
At the top of any Salesforce page, click the down arrow next to your name. From the menu under your name, select Setup or My Settings—whichever one appears.
From the left panel, select one of the following:
- If you clicked Setup, select .
- If you clicked My Settings, click .
Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to assign you to an Outlook configuration.If you’re an administrator, you can deploy installations to multiple users simultaneously using the .msi version of the installer.