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DOWNLOAD SALESFORCE ADD IN FOR OUTLOOK INSTALL
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DOWNLOAD SALESFORCE ADD IN FOR OUTLOOK WINDOWS

Once the installation completes, open Outlook 2007.

DOWNLOAD SALESFORCE ADD IN FOR OUTLOOK INSTALL

If you are prompted to install Microsoft Office Primary Interop Assemblies (necessary for adding plug-ins), click Install.

NET 3.5 framework that is required to run certain plug-ins for Outlook 2007.

DOWNLOAD SALESFORCE ADD IN FOR OUTLOOK DOWNLOAD

Click the download link that you were given and start the installation.

Completely close out of Microsoft Outlook 2007.

You will also need to close any open Microsoft Office applications such as Word, Excel, Powerpoint, Outlook, etc.

DOWNLOAD SALESFORCE ADD IN FOR OUTLOOK WINDOWS

Add-ins for Outlook 20 are available here.īefore starting, uninstall any previous version of the Pardot for Outlook add-in by going to Add / Remove programs in the Windows Control Panel.

The Pardot Outlook add-ins are only compatible with Windows operating systems (they are not compatible with Macs).

This will provide valuable insight into any prospect activity that occurs as a result of your message.

Simply click the Send with PD button and any links in your email will automatically be tracked behind the scenes. We’ve also put together a Salesforce review as well as a Microsoft Outlook review and covered the best email clients for businesses.Pardot’s Microsoft Outlook 2007 add-in allows you to send tracked emails to prospects directly from within your default email interface.

If you want to learn more about Salesforce, check out our guides to Salesforce and Salesforce Lightning. Once the integration is complete, you can customize the Salesforce panel in Outlook using a drag-and-drop editor and turn on Enhanced Email to automate email logging to Salesforce. You can find most of the relevant settings under the Outlook Integration and Lightning Sync settings page in Salesforce.

DOWNLOAD SALESFORCE ADD IN FOR OUTLOOK FREE

With the free Salesforce app from Microsoft AppSource, connecting Salesforce and Outlook is fast and straightforward. It also makes it simple to keep track of all the communication your company has with potential customers, including the conversations that take place in Outlook. Setting up a Salesforce to Outlook integration enables your sales team to harness the power of Salesforce when corresponding via email with leads and customers. In Outlook, close the Salesforce panel and re-open it to activate your custom panel layout. Once you’ve finished redesigning the app panel, click Save. You can customize the Salesforce app panel in Outlook to suit your workflow using a drag-and-drop editor. The builder makes it easy to delete default components or rearrange components however you see fit. You can also integrate data from Salesforce Einstein to find the predicted next best action for a lead when composing emails. You can add components such as report charts, tasks, and rich text fields. This will open a drag-and-drop editor that enables you to customize the Salesforce app panel in Outlook. Make sure the slider is toggled on, then click the Create New Panel button. Return to the Outlook Integration and Lightning Sync settings page in Salesforce and find the section titled Customize Content with App Builder. One of the neatest things about the Salesforce app in Outlook is that you can customize how it looks to better suit your workflow. Step 8: Customize the Salesforce panel in Outlook (Image credit: Microsoft)Ĭlick Save and an address will automatically be added to the BCC field of your email. Click on Outlook Integration and Lightning Sync, then toggle on the Outlook Integration slider.Ĭhoose a contact record from Salesforce and click Log to copy your conversation to the contact’s conversation history in Salesforce. In Salesforce, navigate to the Setup menu and search for Outlook. The first thing you need to do to connect Salesforce and Outlook is enable the integration in Salesforce. Step 1: Enable Outlook integration in Salesforce

The Salesforce integration supports Exchange Online with Office 365 or GCC High-typically used by government agencies-as well as on-premises servers running Exchange 2019, 2016, or 2013. Your company’s email must also be managed using a Microsoft Exchange email server. In that case, you’ll need to allow cookies from Salesforce in your browser. You can also integrate Salesforce with the Outlook web client. Outlook 2013 and Outlook 2016 are currently supported for integration with Salesforce, but support for these older versions of Outlook will be phased out at the end of 2022. On the Outlook side, you’ll need to have Office 365 or Outlook 2019 running on Windows 10. If you don’t have administrative access, you may need to work with your company’s IT department to modify user roles within Salesforce. Importantly, setting up the Salesforce to Outlook integration requires administrative access to Salesforce.