- #Download salesforce add in for outlook for free
- #Download salesforce add in for outlook how to
- #Download salesforce add in for outlook install
- #Download salesforce add in for outlook software
- #Download salesforce add in for outlook password
Still need help? Contact our Support Team. With the Launch the program checkbox selected, click the Finish button to exit the Installer.ĭownload: Access the complete LinkPoint Connect: Outlook + Salesforce User Guide in. If your computer does not already have this installed, it will automatically be downloaded as part of the LinkPoint Connect installation process. NET Framework 4 Client Profile which comes pre-loaded on Windows 7 and above. Tip: LinkPoint Connect relies on a common Microsoft technology called.
#Download salesforce add in for outlook install
Then, click Back to make changes or click Install to start the installation.
#Download salesforce add in for outlook software
By default, the Installer will place the LinkPoint Connect software on the system hard drive.
Select the installation preferences within the Custom Setup screen. Select the I accept the terms in the license agreement option, and then click the Next button to proceed.Ĭonfirm that Microsoft Outlook is closed and click the Next button. Save the file named LinkPointConnectSF.exe to your computer and then open it to launch the Installer.Ĭlick Next within the LinkPoint Connect for Salesforce – InstallShield Wizard to start the installation process.
Select the link for the LinkPoint Connect installer provided in the welcome email, or enter the URL in your browser address bar and press enter.
#Download salesforce add in for outlook how to
In this section, you will learn how to install the LinkPoint Connect software.Ĭlick the images throughout the Knowledge Base to see full size versions of screen captures.
#Download salesforce add in for outlook for free
All methods provide access to the same Installer for free trial and licensed users. To get started, users must download the LinkPoint Connect Installer, which is accessible via the Salesforce AppExchange, the LinkPoint360 website, or a direct link provided by a LinkPoint360 Account Executive. Select an add-in to see more information about it.LinkPoint Connect: Desktop Edition is a PC-installed application that allows users to work with and create Salesforce data directly within Microsoft Outlook. Turn an add-in on or off by sliding the toggle switch. On the Office add-ins page, you can do the following: Select the Store button or the Manage add-ins button on your add-ins bar. They also appear on the Message tab when you're reading or composing an email. They appear on the ribbon right next to the Store button. For example, this user installed the Translator for Outlook and Reply with eGift add-ins. The add-ins that you have installed automatically appear on your ribbon. For paid add-ins and free trials, select Get it to finish your purchase. When you find an add-in you want, review its privacy policy.įor free add-ins, use the toggle controls to turn them on or off. On the Add-Ins for Outlook page, browse for the add-in you want by selecting All and scrolling through the list, or search for an add-in by using the Search box. Note that the icon may look slightly different depending on your version of Outlook. In Outlook, click Home > Get Add-ins on the ribbon. Select an add-in to see more information about it on the right side of the page. Turn on or turn off an add-in by checking or clearing its check box in the Turned on column.
Use the options on the toolbar to add more add-ins, uninstall an add-in, or refresh the page to see a list of the latest add-ins. Select Find more add-ins for Outlook at the Office Store to go to the Office Store. They run directly in the Microsoft cloud and there is nothing to install on the local PC. These Connectors use new native Add-In technology and are built into Outlook. On the Manage add-ins page, you can do the following: The Connector for Outlook and Salesforce Integrates Salesforce and Outlook to allow you to use Salesforce without leaving your inbox or calendar.
#Download salesforce add in for outlook password
When you’re prompted to sign in, type the email address and password you use to sign in to Office programs. In Outlook, go to File > Manage Add-ins or Manage Apps. Note: If the Reading Pane ( View > Reading Pane) is set to Off, all add-ins will appear disabled. When you're in the main Outlook window (without a new message open), you can access your installed add-ins from the ribbon. When you're writing a new email message ( Home > New Email), you can access other installed add-ins from the Message ribbon. The add-ins that you have installed automatically appear in the gray add-in bar near the top of the message when there is data in the email that is related to the add-in.įor example, when you open an email message that has a street address, you'll see that the add-in's name, Bing Maps, is displayed in the add-in bar.Ĭhoose the add-in to access the data it offers. To get them, you’ll need Office 2013 or Office 2016 and Exchange 2013 or Exchange 2016, and your administrator needs to activate add-ins for Outlook. Note: If you don’t see the Manage add-ins (or Manage Apps) button, you won’t be able to get add-ins for Outlook.
0 kommentar(er)
