Downloading the Salesforce for Outlook Installer | Salesforce
Downloading the Salesforce for Outlook Installer
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
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
You’ll download the installer from Salesforce.
Close Microsoft® Outlook®.
If you’re upgrading Salesforce for Outlook and it’s open, make sure you close it now. To do so, right-click the Salesforce for Outlook icon () in your system tray, then click Exit.
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 pane, select one of the following:
If you clicked Setup, select Desktop Integration | Salesforce for Outlook.
If you clicked My Settings, click Desktop Add-Ons | Salesforce for Outlook.
Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to create and 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.