How to install the Salesforce Plugin for Outlook – Windows

  1. In Outlook Desktop, go to the home tab, then click on Get Add-Ins
  2. A pop up window will appear. In the upper right hand corner, search for “Salesforce.” 
  3. Now click Add under Salesforce.
  4. Outlook may pop up “One last thing..” Click continue here.
  5. You can now Exit out of the Add-ins pop up by clicking the X in the upper right hand corner of the  pop up.
  6. Your home tool bar at the top will refresh to now include Salesforce.
  7. Click View for Salesforce. You will now see an option to the right to login to Salesforce. Select the Production environment then click Log In to Salesforce.
  8. A Login Screen for Salesforce will appear. Login with your Salesforce credentials.

If you have any issues or questions with this process, please reach out to CPPR IT at cppr_support@ku.edu or by visiting our Support Portal.