When the Salesforce for Outlook (SFO) Side Panel does not load in Outlook, or does not display record information for emails you click, you can load the Side Panel content directly in a web browser for troubleshooting purposes. This approach helps you determine whether the issue is related to Outlook or to the Salesforce for Outlook installation itself.
Important: Salesforce for Outlook has been retired. See Salesforce for Outlook Retirement for information on migrating to the next-generation Outlook integration.
To view the Side Panel content in a browser, use the following URL pattern and replace the instance placeholder with your own Salesforce instance or custom domain:
<REDACTED>[yourinstance].salesforce.com/clients/sidepanel/sidepanelcontainer.apexp?
Example: https://na6.salesforce.com/clients/sidepanel/sidepanelcontainer.apexp?
To find your instance URL: In your browser address bar, copy everything up to and including the ".com/" portion of the URL.
To display record information for a specific contact or lead, append the emailIds parameter to the URL:
<REDACTED>[yourinstance].salesforce.com/clients/sidepanel/sidepanelcontainer.apexp?emailIds=[contact-email-address]
Example: https://na6.salesforce.com/clients/sidepanel/sidepanelcontainer.apexp?emailIds=john.doe@abc.com
Replace john.doe@abc.com with the email address associated with the contact or lead record in your org.
Compare what you see in the browser with what appears in the Outlook side panel:
See Also:
Salesforce for Outlook Retirement
Email and Calendar Integration Best Practice Guide
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