Internet Explorer optimal settings for Salesforce for Outlook
Before you begin - If you have Salesforce for Outlook (SFO) version 3.0 or later installed, make sure you read our Salesforce for Outlook and TLS article. If you need help figuring out what version you're using, we've got an article to help you with that too, What version of Salesforce for Outlook do I have installed?.
1. Close all Internet Explorer windows and all the programs running.
- To close SFO, right click on the SFO gray or red icon in the system tray and click Exit.
2. Bring up the Run command box using the Windows and R key combination. Type in inetcpl.cpl and click OK.
3. First, we need to reset and restore IE settings. Click on the Advanced tab and click on Restore advanced Settings and then click Reset.
4. The "Reset Internet Explorer Settings" will open, check the box for the Delete personal settings, and then click on Reset.
5. Next you would need to click on “close”
6. This would close the Internet Options, you need to bring up the Run command box using the Windows and R key combination. Type in inetcpl.cpl and click OK.
7. On the "General" tab click the Delete button, and make sure the first box is unchecked, and the boxes for "Temporary Internet files and websites files," "Cookies and website data," and "History" are checked. Then click Delete.
8. From the "General" tab, click on Settings under the "Browser History" section
- The General tab may look different in different versions of IE
9. Under "Temporary Internet Files and History Settings," select the radio button Every time I visit the webpage and set the “Disk space to use..” to 150.
10. On the "Security" tab, click on Trusted Sites and click the Sites button.
On the “Trusted sites” window type in https://*.salesforce.com in the "Add this website to the zone" field. Then click Add, and then click Close
11. From the "Security" tab, click Trusted sites again. Then click on Custom level. “Under "Security Settings – Trusted Sites Zone" click the Reset to: drop down field and select Low and click Reset. Click on “Yes” on the warning popup box.
12. Then scroll down in the "Setting" box on "Security Settings – Trusted Sites Zone" until you see "Websites in less privileged web content zone can navigate into this zone" and click Enable. Also, set the "Display mixed content" to “Enabled” and then click OK.
Click Yes if you get a warning message.
13. Click on “Privacy” tab, click on the “Sites” button and add the domain “Salesforce.com” in the box and click on “Allow”
14. Next, click on the “Advanced” button in the Privacy tab and check the boxes for “Override automatic cookie handling” and “Always allow session cookies”, click on OK
15. Next and last Click on the “Advanced” tab. Make sure Allow active content to run in files on My Computer is checked and Check for server certificate revocation* is unchecked
16. Click on the "Connections" tab and click on the LAN Settings and make sure none of the boxes are checked, unless there is a proxy server on your network (you would need to check with your IT help desk for more information about this settings) By default the first box "Automatically detect settings" should be checked, If there are no proxy servers on your network go ahead and uncheck the first box and click on okay
17. Close Internet Options and reopen Internet Explorer.
18. Open Outlook.
19. Open SFO if it's not running in the system tray, then right click on it and click on Settings. On the SFO screen, click on Change User and login again to reset the sync database.
Note: Please DO NOT DELETE or RENAME the Sync.db file in the user folder "%appdata%\salesforce.com\Salesforce for Outlook\DB " unless the sync is turned off for all 3 objects ( Contacts, Events, and Tasks)
20. Enter your credentials in the wizard and complete it and then try to reproduce the issue