Salesforce for Outlook (SFO) includes a Show/Hide button for the Salesforce Side Panel in Microsoft Outlook. This button allows users to toggle the Side Panel visibility without reinstalling SFO, which is useful for users with smaller screens or those who prefer to access the Side Panel only when needed.
This article covers how to enable the Show/Hide button for the Salesforce Side Panel in Outlook 2010, 2013, and 2016.
Note: The Show/Hide button is available by default in SFO version 3.2 and later. If you are using an earlier version, follow the steps below to add the button manually via Outlook ribbon customization.
In Outlook 2013 and 2016
For SFO version 3.2 and later, the Show/Hide button for the Salesforce Side Panel is enabled by default. If you are using an older version of SFO, follow these steps to manually add the Show/Hide button to your Outlook ribbon.
These steps must be completed after Salesforce for Outlook is installed and the Side Panel is confirmed to load without errors.
Note: If you see two Show/Hide commands, you can select either one. If the Show/Hide command does not appear, close Outlook, restart your computer, or reinstall Salesforce for Outlook.
To undo any changes, select the tab you modified on the Outlook Options screen, click Reset, and then select Reset only selected Ribbon tab.
In Outlook 2010
The Show/Hide option for the Salesforce Side Panel appears automatically after the user is assigned to an Outlook Configuration that has the Side Panel enabled and has installed Salesforce for Outlook.
Note: Hiding the Side Panel also removes it from the email compose window. A Windows Registry string valueSidePanelShowis created underHKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\Addins\AddinSidePanel.AddinModule. A value of True shows the panel; a value of False hides it.
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