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Install, remove, or upgrade 'Salesforce for Outlook'

Дата публикации: Oct 13, 2022
Описание

IMPORTANT In June 2023, Salesforce for Outlook will be retired. To keep integrating Microsoft Outlook with Salesforce, check out the advancements made with our next-generation products, the Outlook Integration and Einstein Activity Capture. To start planning your move, see Move from Salesforce for Outlook to the Next-Generation Products.

Use this article as a resource to uninstall or install Salesforce for Outlook (SFO). Review our Full uninstall and manual clean-up for Salesforce for Outlook documentation if you have any problems uninstalling Salesforce for Outlook. 

 

Help content and prerequisites

 

Version considerations

Note: You must have SFO version 3.x or later installed in order to connect to Salesforce servers due to TLS 1.0 disablement.

To see which version of Salesforce for Outlook (SFO) plugin is installed on your computer, see Check which version of Salesforce for Outlook (SFO) is installed.

  • Microsoft Outlook 2007 is no longer supported by Microsoft or Salesforce. See Office 2007 has reached end of extended support for details.
  • SFO versions 2.8 and later are available with installation options for Per User ('Me Only') and Per Machine ('Everyone who logs in to this computer'). It can be installed by the end user who does not have admin rights (Me Only) or a system or admin account (Everyone who logs in to this computer).
  • You can also install the app with the 'Me Only' option even if you have admin rights
  • For 'Per Machine' installations (installed using the 'Everyone who logs in to this computer' option)
  • You may need to set the Windows UAC to Never Notify to be able to uninstall and install the application correctly. Even though these versions must be installed and uninstalled by a local administrator, please review Turn off User Account Control in Windows.
  • Any installations that are installed in the Program Files folder by your Windows Administrator or IT team must be uninstalled and installed by the computer Administrator or your internal Help Desk (someone with Local admin privileges).
 
  • SFO versions 2.5 thru 2.7.x must be installed or uninstalled an actual user, not a system or admin account. If there are more than one user logging into a computer, they need to login to their Windows profile and uninstall SFO personally.
  • SFO versions 2.4.2 and earlier
  • Must be uninstalled and installed by the computer Administrator or your internal Help Desk (someone with Local admin privileges) as well as all the prerequisites (such as VSTO, PIA, etc.). Refer to your internal Help Desk or IT team to login to your computer and uninstall SFO 2.4.2 before installing another version using the 'Me Only' option.
  • Refer to your internal Help Desk or IT team to uninstall SFO 2.4.2 and earlier if you are upgrading or planning on installing SFO 2.8 and later for everyone. See the Salesforce for Outlook Installation Diagram for more support.
  • SFO versions 2.4 and earlier - For 'Per Machine' installations, you may need to set the Windows UAC to Never Notify to be able to uninstall and install the application correctly. Even though these versions must be installed and uninstalled by a local administrator, please review Turn off User Account Control in Windows Vista or Windows 7, 8, or 10.

 

Table of Contents 

 

In case installation or un-installation process fails, you can refer to Microsoft article below
- Fix problems that block programs from being installed or removed
 

Решение

Uninstall Salesforce for Outlook (SFO)


Note: Refer to your company's internal Help Desk or IT if you have any difficulties following these steps:
 

Select Your Uninstall Preference


1) I plan to reinstall SFO in the future

  1. Close Microsoft Outlook.
  2. Right-click the Salesforce for Outlook system tray icon and click on Exit.
  3. Use the Windows and R key combination to bring up the Run box and type in Appwiz.cpl to bring up the list of installed applications on your machine (you can also navigate to Control Panel\All Control Panel Items\Programs and Features).
  4. Select the Salesforce for Outlook and click on Uninstall and follow the on-screen instructions.

If you are uninstalling to install a new version of SFO, remove the old Salesforce for Outlook database files in C:\Users\<USERNAME>\AppData\Roaming\salesforce.com\Salesforce for Outlook\DB\, then go directly to the 'Install Salesforce for Outlook (SFO)' section below.

 

2) I want to remove all the user data

  1. First follow the instructions above to uninstall SFO.
  2. Next, Press Windows + R on your keyboard to open the 'Run' command prompt screen.
  3. Enter %AppData%\Salesforce.com\
  4. In the folder that opens, right-click the 'Salesforce for Outlook' folder and select Delete. This removes the user settings and SFO sync database.

 

3) I want to uninstall the installed prerequisites from my computer

First follow the instructions under 'I plan to reinstall SFO in the future' to uninstall SFO and then uninstall the installed prerequisites from your computer using the following steps.

Note: If you have Outlook 2007, look for programs noted below and select them one at a time, then click Uninstall (for Windows Vista/7/8 users) or Remove (Windows XP Users).

*If you run into any problems uninstalling the Salesforce for Outlook, you can refer to this knowledge article and use the Microsoft utility listed there


Outlook 2007

  • Microsoft Office 2007 Primary Interop Assemblies (PIA)
  • Microsoft Visual Studio 2010 Tools for Office Runtime x64 or x86 (VSTO)


Outlook 2010

  • Microsoft Office 2019 Primary Interop Assemblies (PIA)
  • Microsoft Visual Studio 2010 Tools for Office Runtime x64 or x86  (VSTO)


Outlook 2013, 2016, and 365

Most probably you won't have anything to remove. The PIA is already included in the Office installation and it won't get installed on your machine. VSTO is not installed by the SFO installer either, but you can remove it from your machine if you see it under the list of installed applications in the Control Panel.

 

With these steps complete, you have uninstalled SFO from your computer.


 

Install Salesforce for Outlook (SFO)

Before you start your installation, complete the following actions:

  • Make sure Outlook Exchange Cache Mode is enabled. If this feature is not already enabled, make sure SFO is not running, enable the feature, and then wait until the mailbox data is fully downloaded and that Outlook shows that all folders are up to date.
  • Make sure your computer is up to date and has all the necessary updates installed.
  • Disable your Firewall and Security software before installation of SFO./li>

 

1) SFO is already installed (upgrade to a later version)

Uninstall the existing version and clean up the left over files using the instructions in sections 1 and 2 under 'Uninstall Salesforce for Outlook' above. Once complete, use the steps below to download and install SFO.

 

2) Finish your upgrade or install SFO for the first time

Here are the steps to follow if this is your first time installing the SFO application or you have completed the steps above.

  1. Log in to Salesforce.
  2. Navigate to Desktop Integrations or Add-Ons in Salesforce:
In Salesforce Classic
Enhanced Setup Menu: Click Your Name | My Settings | Desktop Add-Ons | Salesforce for Outlook
 
Non-Enhanced Setup Menu: Click Setup | Personal Setup | Desktop Integration | Salesforce for Outlook

In Salesforce Lightning Experience 
Click your profile icon in the top-right corner, then select Settings. From the left pane, click Desktop Add-Ons | Salesforce for Outlook
 
  1. Click Download (Version ...), then click Save File.
  2. After your download is finished, right click on the downloaded file, then select Properties. On the 'General' tab, click Unblock (if it exists). If 'Unblock' is not available, continue with the installation.
  3. Make sure Microsoft Outlook is closed. Open the downloaded file and follow the on-screen instructions.


Refer to the Salesforce for Outlook Installation Diagram for more information on choosing your SFO install options.

 

Steps to complete after you install SFO

Refer to Create Salesforce for Outlook Configurations.

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Salesforce Help | Article