Salesforce for Outlook (SFO) is a legacy desktop integration plugin that connects Microsoft Outlook with Salesforce CRM and allows users to log emails to Salesforce records directly from Outlook using an "Add Email" button in the Outlook ribbon.
Note: Salesforce for Outlook was retired in June 2023. For current email integration, see the Salesforce for Outlook Retirement article. New deployments should use the Outlook Integration (Lightning for Outlook) instead.
If the Add Email button does not appear in Microsoft Outlook after installing Salesforce for Outlook, the issue may be caused by one or more of the following:
This article provides a step-by-step troubleshooting guide for the Salesforce for Outlook (SFO) "Add Email" button not appearing in Microsoft Outlook. Both Salesforce Classic and Lightning Experience are covered. Follow the steps in order, and test after each step before proceeding to the next.
Before troubleshooting on the computer, confirm that Email to Salesforce is enabled in Salesforce.
In Salesforce Classic: Click your name > Setup > Email Administration > Email to Salesforce. Confirm the Active checkbox is selected.
In Lightning Experience: Click your avatar > Settings > Email > My Email to Salesforce. Confirm the Active checkbox is selected.
If Email to Salesforce is not enabled, enable it. For more information, see Enabling Email to Salesforce.
Resetting the Outlook ribbon can restore missing toolbar buttons. Confirm with the user that it is acceptable to reset their Outlook customization before proceeding.
Export current ribbon customizations (optional backup):
Reset the ribbon:
Import a saved ribbon customization file:
Confirm that the Add Email option is enabled in the Salesforce for Outlook Outlook Configuration in Salesforce.
In Salesforce Classic: Click your name > Setup > Desktop Integration > Salesforce for Outlook. Click View my configuration and confirm the Add Email checkbox is selected.
In Lightning Experience: Click your avatar > Settings > Desktop Add-Ons > Salesforce for Outlook. Click View my configuration and confirm Add Email is checked.
Important notes:
The Add Email button will not appear if Salesforce for Outlook is not running in the Windows System Tray, or if the SFO icon is gray (not connected).
Outlook may automatically disable add-ins it considers to be causing performance issues. Check whether the Salesforce for Outlook add-in has been disabled.
For Microsoft Outlook 2007:
For Microsoft Outlook 2010, 2013, and 2016:
Note: Verify the add-in location points to the correct installation folder. For a per-machine installation, the path is C:\Program Files (x86)\salesforce.com\Salesforce for Outlook. For a per-user installation, the path is %LocalAppData%\Programs\salesforce.com\Salesforce for Outlook.
If the issue persists and Salesforce for Outlook appears in the Outlook Trust Center as an Active Application Add-in, try disabling UAC.
For Windows 7:
For Windows 8 and Windows 10:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\SystemAfter restarting, ensure Salesforce for Outlook has synced with Salesforce. You can manually trigger a sync by right-clicking the SFO System Tray icon and selecting Sync > Sync Now.
Outlook uses a Resiliency registry key to track add-ins it has disabled. Deleting this key allows Outlook to reload add-ins fresh on the next start.
HKEY_CURRENT_USER\Software\RedemptionHKEY_LOCAL_MACHINE\SOFTWARE\RedemptionHKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\RedemptionHKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\AddIns\SalesforceForOutlook and verify that the LoadBehavior value is set to 3. If it shows 2 or any other value, change it to 3.These steps must be performed by a local administrator on the computer.
%appdata%\salesforce.com\Salesforce for Outlook and delete all contents of that folder.Note: If the AppData or Application Data folders are not visible, you may need to show hidden files. In Windows 7, 8, or 10, open Folder Options > View > Show hidden files, folders, and drives.
As an additional troubleshooting step, create a new Outlook profile under a local administrator account with a no-mail data file and test whether SFO functions correctly in the new profile.
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