INSTALLING SALESFORCE FOR OUTLOOK

Transcription

1 INSTALLING SALESFORCE FOR OUTLOOK This document will walk you through the steps to install the "Salesforce for Outlook" plug-in on your computer. System Requirements Microsoft Outlook 2007 and 2010 (32-bit only; Outlook 64-bit isn't supported) Microsoft Windows 7 (32-or 64-bit), Windows Vista (32-bit only), or Windows XP (32-bit only) Other Requirements Servers: Salesforce for Outlook is supported on systems that connect to the internet through a proxy server. We support: - Automatic proxy detection - Manual proxy - NTLM proxy authentication. IMAP and Pop3 servers are not supported. Terminal servers, such as Citrix, are not supported..msi Installer You may have to install the following additional tools if you use the.msi installer. They're installed automatically when you use the standard SalesforceForOutlook.exe installer. - Microsoft.NET Framework 2.0 Service Pack 2 - Visual Studio 2005 Tools for Office Second Edition Runtime Microsoft Vista and Windows 7.msi users must run the command prompt as an administrator and then launch the installer from the command line, such as from the command msiexec /i SalesforceForOutlook.msi. Microsoft Office Considerations - Outlook 2010 doesn't support Click-to-Run - Outlook 2010 users require the Office 2010 Primary Interop Assemblies (PIA) redistributable package - Outlook 2007 users require the Office 2007 PIA redistributable package Note* If you don't already have the PIA package, the Salesforce for Outlook.exe installer automatically installs it. If you're using the.msi installer, you'll have to manually install the PIA package. Time Zones: The Windows time zone must match the time zone set in the user's Salesforce profile. Salesforce for Outlook supports all Salesforce time zones except custom time zones and the following.

2 America/Panama America/Puerto_Rico Asia/Manila Atlantic/Bermuda Australia/Lord_Howe Pacific/Chatham Pacific/Enderbury Pacific/Kiritimati Pacific/Niue Pacific/Norfolk Pacific/Pago_Pago Step by step installation instructions with screen shots Note: We recommend that you activate your computer before using Salesforce for Outlook for the first time. 1. Close Microsoft Outlook. 2. In Salesforce, click Your Name Setup Desktop Integration Salesforce for Outlook. *If you want to see the and sync settings your administrator has defined for you before you install, click View My Configuration. 3. Click on the Download(Version ) button to download the SalesforceForOutlook.exe file 4. Save it on your desktop or desired location (It s not recommended to run the application without saving). 5. Once download is complete, locate the file and run it. Note* Windows Vista/7 users only: Make sure you run the SalesforceForOutlook.exe as an Administrator

3 Note ** If you have any Security software such as Norton 360, AVG, ESET Security, or etc, make sure you disable them temporarily during the installation to assure proper installation. To disable security software you need to check with your IT department or contact the manufacturer or service provider for you Security Software. 6. Run the installer and finish it Windows Vista/7 users only: 1. Make sure to uncheck the box for Launch Salesforce for Outlook and then click on Finish 2. Then locate the Salesforce for Outlook shortcut on the Desktop, Right click on it and click on Properties

4 3. Click on the Compatibility tab, check the box for Run this program as an administrator and click on OK 7. Run the Salesforce for Outlook from the Desktop shortcut 8. Next Open Microsoft Outlook. 9. The setup wizard opens, and the Salesforce for Outlook icon appears in your system tray at the bottom right corner of the screen. To manually open the wizard, right-click this icon and click Settings.

5 Note: To log in to a Salesforce site other than the default, In the Salesforce for Outlook version and later, click Change URL and pick the correct server. If the server you want isn't listed, select Other... and enter the URL, such as a pre-release URL or a custom domain used by your organization. If for any reason you are using the previous version of Salesforce for Outlook (such as Version ) you can change the URL directly from the login page 10. Enter your Salesforce username and password.

6 11. Click Approve. This creates a secure connection between Outlook and Salesforce. You won't have to log in again unless you encounter an error. If you click Deny, you'll return to the previous step. Note* This only applies to Salesforce for Outlook Version (and feature releases) Note* Note ** If you don t see this page after you click on login and you are prompted to login again with no error messages, see Knowledge base article If your organization restricts IP addresses, logins from untrusted IPs are blocked until they're activated. Salesforce automatically sends you an activation that you can use to log in. The contains a security token that you must add to the end of your password. For example, if your password is mypassword, and your security token is XXXXXXXXXX, you must enter mypasswordxxxxxxxxxx to log in. 12. Click Next, and choose the folders you want to sync. You can use your default folders or click Change Folder and select or create a folder that's within your default folders or the main Mailbox folder (see the screen shot below) Important: All data in these folders will sync with Salesforce. If you're syncing from Salesforce to Outlook or syncing both ways and delete a record in Salesforce, that record is automatically deleted in Outlook.

7 13. Click the configuration link to see more details about how you're configured to sync. 14. Click Next, and then click Done. A welcome message appears at the system tray icon ( ), which is now active. If you're configured to sync Outlook items, all data in your selected folders syncs automatically. The icon spins to let you know when data is syncing. Things to know: - Sync Duration: During active use, all updates sync automatically every ten minutes. If we detect no keyboard or mouse activity for 30 minutes, we change the sync frequency to 30 minutes. After two hours of inactivity, we sync hourly, and after four hours, we sync every four hours. - You won t be able to login to Salesforce for Outlook after the installation if you do not have an Outlook Configuration in Salesforce. See Creating Salesforce for Outlook Configurations -You won t be able to sync any record if you do not have a Data Sets in your Outlook configuration. See Defining Data Sets for Salesforce for Outlook. This does not apply to Salesforce Contact Manager and Group Editions.