How to install the Salesforce Plugin for Outlook – Windows
- In Outlook Desktop, go to the home tab, then click on Get Add-Ins
- A pop up window will appear. In the upper right hand corner, search for “Salesforce.”
- Now click Add under Salesforce.
- Outlook may pop up “One last thing..” Click continue here.
- 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.
- Your home tool bar at the top will refresh to now include Salesforce.
- 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.
- 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.