| Version | Date | Comment |
|---|---|---|
| Current Version (v. 1) | Apr 19, 2021 01:07 | AlphaSys |
| v. 1 | Apr 19, 2021 01:07 | AlphaSys |
Office 365 Add-Ins procedure the Outlook Salesforce Add-In (previously known as Lightning for Outlook).
The Microsoft 365 “AppSource” store displays the Add-In as “Salesforce” only.
This document is limited to instructions for installing the Add-In from Office 365 such that it displays in the Outlook ribbon. A general recommendation is to avoid syncing contacts to maintain the integrity of Salesforce data.
Instructions - add from Office 365 Add-Ins menu
Log into Office 365 Admin
Will be directed to the Admin wizard to deploy an add-in for the Office 365 tenant
Instructions - Managing Add-Ins (legacy)
Admin > Exchange (Exchange Admin Center at https://mail.office365.com/ecp)
Organization > Add-Ins
Add-Ins added using the old method, may not show up in the current page displaying Add-Ins (https://admin.microsoft.com/AdminPortal/Home#/Settings/IntegratedApps)
Instructions - Managing Add-Ins (new method)
Admin > Settings > Integrated apps
List of installed Add-Ins will be displayed here
To add an Add-In, click on “Get Apps” button
Search for the app. Example: “Salesforce”
Review prompt and authorise.
Select relevant options.
Review app permissions.
Deployment.
If the app is already installed, an error message will display.
Instructions - Deploying Add-Ins from Centralized Deployment service
This option may appear depending on the Office 365 admin center view.
Centralizard Deployment service:
Choose from the Store
Search for Salesforce
Select appropriate configuration
If the add-in is already present in the Office 365 tenant, an error message will be displayed.