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Change Your Salesforce for Outlook (Retiring) Login Information

Change Your Salesforce for Outlook (Retiring) Login Information

If your Salesforce username or password changes, you need to update your login information in Salesforce for Outlook.

Required Editions

Available in: Salesforce Classic
Available in: Lightning Experience, if Salesforce Classic is available in your org.
Available with the purchase of Sales Cloud or Government Cloud in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To log in to Salesforce for Outlook Assigned to an active configuration
Important
Important Full product retirement for Salesforce for Outlook is scheduled for December 2027. See Salesforce for Outlook Retirement. To keep integrating Microsoft Outlook with Salesforce, check out our next-generation products: the Outlook integration and Einstein Activity Capture. See Move from Salesforce for Outlook (Retiring) to the Next-Generation Products.
  1. Right-click the system tray icon Salesforce CRM for Outlook system tray icon on your desktop and select Settings...
  2. Click Change User.
  3. Enter your correct Salesforce username and password, and click Login. Doing so creates a secure connection between Outlook and Salesforce. You don’t have to log in again unless you encounter an error.
  4. Click Allow to give Salesforce for Outlook access to Salesforce.
  5. Click Next and then click Save.
 
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