Edit this Article. We use cookies to make wikiHow great. By using our site, you agree to our cookie policy. Cookie Settings. Learn why people trust wikiHow. Download Article Explore this Article methods. Related Articles. Method 1. If you're already signed in to your Microsoft account in your web browser, you can skip this step.
Otherwise, sign in to your account now. Now that you're signed in, you can install the add-in. Type salesforce into the search bar. It's at the top-right corner of the screen. A list of matching results will appear. Click Salesforce Lightning for Outlook. The product page will appear. It's the blue button in the left column. A pop-up message will appear. Click Continue to agree to the terms. This redirects you back to Outlook. If prompted to sign in again, click Sign in to do so.
Click Install. Check out our Salesforce advanced searching and reporting app Ascendix Search. Send mass emails, mass edit your records, export to Excel, add multiple tasks, notes, search using maps and charts, and much more. Try it now day free trial with no obligations. Phil Teng is our resident expert on all things technical.
He's a troubleshooting guru and is often the lead when it comes to supporting our clients with any technical challenges or limitations. He's the voice behind several video recordings of connecting Outlook or Gmail to Ascendix. To reach Phil and his team to report issues, errors, or tech questions, email support ascendix.
When Phil is not slaying technical dragons during the day, he can be found house hunting, exploring new foods, and photographing his wife's Instagram posts. Your email address will not be published. Our newsletter should hit your inbox once per month. To help ensure Ascendix newsletter gets delivered without any hiccups, we recommend following these quick steps:. So, we recorded the How-to video to guide you through the whole process.
Share your Salesforce challenges with us. We are here to help your business. Once you are logged into Salesforce locate the Setup tab in the top right and select it. Now click on the grayed-out bar next to Let users access Salesforce records from Outlook to enable Lightning for Outlook. More options should now be available. Salesforce add-in in Outlook. Outlook to Salesforce Lightning interface. Why Ascendix? Solid expertise in CRM consulting and development since Comprehensive first-hand product development, launching, management, and support expertise.
Adaptive collaboration models that include our US, Ukrainian, or mixed teams for the optimal budget and round-the-clock development. Get Your Free Checklist! Enabling Lightning Sync Disclaimer! Choose either OAuth 2. The Slack app for Windows offers a set of customizable options to choose from. Allow Slack to automatically launch when you turn on your computer. Here's how:. Let Slack run minimized in the background in your notification tray.
We're having trouble. Please try again later! Getting started Everything you need to know to get started and get to work in Slack. You may also like these articles. April 20, Read more. July 14,
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