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Upgrading Salesforce for Outlook - SFO

Knowledge Article Number 000211737
Use this article to upgrade your Salesforce for Outlook (SFO) application

1- First you need to find out what version of SFO you have installed on your computer.

To do this:
- Right click on the SFO icon in the System Tray and click on About
- A window will pop open with information about the installed version of SFO on your computer

Version of SFO installed

SFO version you are upgrading to

 Per-User (Me Only) optionPer-Machine (Everyone...) option
SFO Version 2.4.2 or earlierLocal admin must uninstalled first for end user to be able to use this optionDirect upgrade by local administrator
SFO Version between 2.5.x thru 2.7.xEnd user can directly upgrade if needed.
No local admin interaction is needed.
End user MUST uninstall, log off and local admin can install using this option
We recommend a clean uninstall, removal of SFO LOGS and DB folder and then install the new version

If you have SFO Version 2.4.2 or earlier, you need to have administrator privileges on your computer to uninstall it. It's always best to reach out to your internal HELP Desk (Someone with Local admin privileges) to uninstall the application first. They need to log you off (log off the end user who is trying to upgrade SFO completely) login with their credentials (local Admin) and then uninstall SFO from the Control Panel and then log off. End user logins and installs SFO 2.5 ~ 2.7 or SFO 2.8 (Me Only) option

If you have SFO version 2.5.0 or newer, you can simply run the new SFO 2.5 ~ 2.8 setup downloaded file (.exe) and the setup will prompt you to upgrade the application. It must be installed by the actual user, not a system or admin account. If you plan on installing the SFO 2.8 for everyone, end user must login first and uninstall then Local administrator can install the application for everyone.

You can also uninstall SFO completely, regardless of its version, and then use the Article Number     000175817 - Complete Uninstall install for Salesforce for Outlook


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