Download the installer from Salesforce.
|This feature available to manage from: both Salesforce Classic and Lightning Experience|
|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®.
If you’re downloading Salesforce for Outlook for the first time, continue to the next step. If you’re upgrading, first close Salesforce for Outlook by right-clicking the Salesforce for Outlook icon () in your system tray, and clicking Exit. Then, follow the steps based on the version that you’re upgrading from:
To upgrade from Salesforce for Outlook v2.4.2 or earlier, uninstall your current version from the Microsoft Windows® Control Panel.
To upgrade from Salesforce for Outlook v2.5.0. or later, continue to the next step.
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.If you’re an administrator, deploy installations to multiple users simultaneously using the .msi version of the installer.