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If you want the Salesforce add-in to stay open and not close each time you leave the screen, you’ll need to pin the add-in.

Pinning the Salesforce Add-in so it stays open

Creating a new Event, Task, Case or Account.

Logging an email you compose in Outlook to a Salesforce record.

Logging an email from your inbox to a Salesforce record.

Salesforce Trailhead has a great 3 minute video that shows what you can do with the Salesforce Outlook add-in:.

Once you’ve activated and configured the Salesforce add-in it will be active and configured in all versions of Outlook, both desktop and web versions.

You will be logged into Salesforce inside Outlook the add-in.

In the ‘Custom Domain’ box type: yale-som.my.

Make sure ‘Production’ is selected for the Environment.

If you’re using the web version of Outlook you can configure the add-in by clicking on the Salesforce Outlook icon.

Click on the Salesforce Outlook Add-in on the Outlook ribbon (toolbar) to open it.

The Salesforce add-in should appear on your Outlook ribbonĬonfiguring the Salesforce Outlook Add-in.

Wait about 15 to 20 seconds and then open Microsoft Outlook.

Navigate to the Office 365 website ‘Manage Add-Ins’ Page: ( ).

If you have Microsoft Outlook open, close it.

Installing the Salesforce Outlook Add-in (Mac)

If you don’t see it close Outlook and reopen it and the add-in should appear.

Wait about 15 to 20 seconds and you should see the Salesforce add-in appear on your Outlook ribbon.

Go back to Microsoft Outlook and click on the <- arrow in the top left-hand corner of your screen to get back to your Inbox.

Find Salesforce in the add-in in the list and check the box in the Turn On column.

You’ll be taken to the Office 365 website ( ).

Installing the Salesforce Outlook Add-in (Windows)

#Box outlook add in for mac how to#

It will be interesting to watch how this is received by the masses.This article shows how to install, configure and use the Salesforce Outlook Add-in Installing and Using the Salesforce Outlook Add-in

#Box outlook add in for mac mac#

Personally, I still prefer to stick with native Mac apps. My thought is that many of the Outlook probably use it because of work and that there might not be as much preference involved here. As it highlights in the image above, it hopes to bring faster innovation with this shift. And that may be more the case than ever with Apple’s M1 Macs finding their way into the mainstream and users enjoying optimized Mac apps.īut on the flip side, Gmail has been conditioning us to use web-based mail for years and it’s understandable that Microsoft is searching for some efficiency on its end with Outlook. This shift could be controversial for all the users that prefer using a native app.

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With that hint, it’s likely Mac users will lose some of the Big Sur flair that Microsoft features in the current Outlook for Mac build. If you’re wondering how the new Outlook will look and feel, the report says to check out the existing Outlook web app.

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When it comes to how long this transition will take, Windows Central says a preview of the new Outlook web app will launch “towards the end of this year” and that it could replace Mac and Windows apps “sometime in 2022.” However, with the timeline decently far away, the report notes that Microsoft’s plans could change. Microsoft Outlook redesigned for macOS Big Sur – launched fall 2020 Timeline to the new Outlook That goal makes sense in light of Microsoft just launching the new Outlook for Mac that was redesigned for macOS Big Sur back in October and then updating it with M1 Mac support in December. I understand that it’s one of Microsoft’s goals to make the new Monarch client feel as native to the OS as possible while remaining universal across platforms by basing the app on the Outlook website.

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The report from Windows Central highlights that the new web-based Outlook will have “a much smaller footprint and be accessible to all users whether they’re free Outlook consumers or commercial business customers.”Įven though it will be a universal web app, it looks like Microsoft is planning to include native integrations for Mac and Windows like sharing, offline storage, and notifications. The effort is codenamed “Project Monarch” and will offer the same UI and design no matter if you’re accessing it via Mac, Windows, or the web. Reported by Windows Central, the move by Microsoft is to simplify Outlook so it’s just one product that works across all devices. Notably, the biggest part of that includes a controversial shift from dedicated Mac and Windows apps to a web-based app that’s platform agnostic. As Microsoft looks toward the future, “One Outlook” is the vision for how its mail and calendar app will evolve.