Salesforce Inbox Outlook For Mac

It is not compatible with versions of Outlook for Mac computers. Right-click 'Salesforce for Outlook' on the list of install programs, and then click the 'Uninstall' button. Click 'Uninstall. With email tracking features from Salesforce Sales Cloud, you can actually integrate many of the functions of Sales Cloud right into your inbox. This innovative email management feature of Sales Cloud gives you a complete view of customers right inside Outlook and lets you sync emails instantly into Salesforce so you can keep your entire team.

Server Compatibility Salesforce for Outlook also has particular requirements when it comes to the type and configuration of your company's mail server. It supports systems that connect to the Internet via a proxy server, including automatic proxy detection, NTLM proxy authentication and manual proxy. It does not support IMAP and POP3 email servers or terminal servers, including Citrix. Consult your company's system administrator to determine if your server is compatible with Salesforce for Outlook. Troubleshooting Once you've verified compatibility, the quickest way to troubleshoot connection issues is to verify your data settings. Video watermark free download for mac. To do this, click the 'Salesforce' icon in your system tray, select 'Salesforce.com' and then click 'Outlook Configuration' to load your Data Settings panel. Verify that there are check marks next to the Contacts, Events and Tasks fields, if you want to sync this data.

Salesforce will not connect with Outlook unless at least one of these fields is checked. If you want Salesforce to connect and sync data in both directions click the 'Sync Direction' pull-down menus under each section heading and select 'Sync both ways.'

If the problem persists, change the Conflict Behavior value to 'Outlook always wins' or 'Salesforce.com always wins.' Pick the opposite of what you currently have the field set to. Click 'Save' when you are finished, reboot Outlook and try to connect again. Uninstall Salesforce for Outlook If the above solutions fail, the next step is to uninstall the Salesforce for Outlook application.

Hover your mouse pointer over the bottom-left corner of your screen, and then right-click to load the Start Context menu. Click 'Programs and Features' to display a list of installed programs.

Right-click 'Salesforce for Outlook' on the list of install programs, and then click the 'Uninstall' button. Click 'Uninstall' when prompted, and then click 'Yes' to confirm that you want to remove Salesforce for Outlook.

If Salesforce for Outlook Edition is also listed on your programs list, remove that program as well. When the programs have been removed, reinstall Salesforce for Outlook and attempt to connect Salesforce and Outlook once again.