Set Salesforce for Outlook sync preferences
|Knowledge Article Number||000205577|
What should I do after I install Salesforce For Outlook (SFO)
If this is your first time using SFO (Version 2.5.x and newer) or if you are upgrading from a version 2.4.x or older, you will notice the SFO notification popup in the system tray at bottom right corner of your screen with a small gray icon prompting you to open Microsoft Outlook to get started. Go ahead and open MS Outlook
If you already had SFO 2.5.x or later installed on your computer, most probably the Sync.db (the SFO Database file) file exists on your machine and once you finish the installation of the SFO and open Outlook, the gray round icon will load in the system tray and will turn red in a few second (once Outlook is fully open)
You would need to right click on this icon and click on Settings... in case you need to make any changes. We do recommend running the wizard and checking the settings to make sure the sync folders and sync method are configured correctly after you upgrade your SFO.
1. Right click on the Salesforce for Outlook icon in your system tray.
After you click Save the sync process will start automatically. The red spinning Salesforce for Outlook icon in the System Tray means the sync is in progress. Once the icon stops spinning the sync is complete. The Side Panel window or the Add Email button will load in your Outlook either after the sync completes