salesforce for outlook plugin not working

The reason Salesforce for Outlook does not work on a Mac is because the Microsoft Outlook for Mac currently has no ad-on framework built into it. Why Doesn’t Salesforce for Outlook Work on a Mac? When users integrate Salesforce and Outlook together the user has the option to interact with Salesforce from their Microsoft Outlook client by utilizing the side panel that gets installed into your Outlook instance. In addition to syncing these items, you can add Outlook emails, attachments, events, and tasks to multiple Salesforce contacts, and view Salesforce records related to the contacts and leads in your emails and events-all directly in Outlook.”Īlmost every Salesforce related implementation project has a requirement for us to configure “Salesforce for Outlook“. “Salesforce for Outlook is a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. But don’t leave this blog post yet because Mac users have an awesome solution.

Pick the folder in which you want to install Salesforce CRM Outlook Edition and click Next.Ĭlick Finish when the installation is complete.Does Salesforce for Outlook work on a Mac? The short answer is “no”.

Read through the terms of the license agreement before accepting it and click Next when done.

Complete InstallShield Wizard and click Next to begin the installation.

This message will remind you that setup.exe is an executable file and ask whether you want to launch the file.

Open the setup.exe file once the file has downloaded.

Click Save File and save the file to your desktop.

This sheet provides more information on how to back up your contacts before beginning the installation process.

Download the Integrating with Outlook tip sheet.

Click Setup -› Personal Setup -› Desktop Integration -› Connect for Outlook.

This tutorial will walk you through how to install the Connect for Outlook plug-in to Propertybase.

So, whether you're working in Propertybase or Outlook the information you need is right where you need it. Propertybase works with Outlook so you don’t have to spend your time tracking emails, calendar events, and tasks in multiple locations. Connect for Outlook adds buttons and options to your Outlook user interface.

Connect for Microsoft Outlook is an add-in that lets you interact with Salesforce conveniently from Microsoft® Outlook®.

Salesforce for outlook plugin not working