Log into Office 365 Admin
Will be directed to the Admin wizard to deploy an add-in for the Office 365 tenant
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. |
Log into Office 365 Admin
Will be directed to the Admin wizard to deploy an add-in for the Office 365 tenant
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)
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)
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.
If the app is already installed, an error message will display.
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.
If the add-in is already present in the Office 365 tenant, an error message will be displayed.
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