Salesforce Add-In for Outlook (formerly, Lightning for Outlook)
| Version | Date | Comment |
|---|---|---|
| Current Version (v. 2) | Apr 19, 2021 01:56 | 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 outcome is to get an Add-In to display in the Outlook ribbon, and thus be able to log emails to Salesforce.
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 in the desktop application or otherwise accessed from the Outlook web app. A general recommendation is to avoid syncing contacts to maintain the integrity of Salesforce data.
Instructions - Enable Outlook Integration from Salesforce Setup
Setup > Search for “outlook”.
Outlook Integration and Sync > toggle to enabled.
The link at setup opens up the Microsoft 365 “Appsource” store.
Instructions - add from Office 365 Add-Ins menu
Once it is enabled from Salesforce, it can be added to Office 365 from the Add-Ins menu and then used in Outlook desktop or Outlook on the web.
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 (new method)
Previously, the method for managing Add-Ins was via the classic Exchange Admin Center. The current method is through the “Microsoft 365 admin center” selected from the App Launcher (requiring admin rights to the Office 365 tenant).
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.
After the configuration has propagated to users, the Add-In will now be displayed in the Outlook Ribbon. The Add-In will also appear in Outlook as Admin-managed when viewing Add-Ins in the Outlook desktop app.
If the app is already installed in the Office 365 tenant, an error message will display.
Instructions - Managing Add-Ins (legacy)
Admin > Exchange (Exchange Admin Center at https://mail.office365.com/ecp)
Organization > Add-Ins
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
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