DEV Community

Ahmed HAMMAMI
Ahmed HAMMAMI

Posted on

1

SALESFORCE FOR OUTLOOK PLUGIN

A quick guide how to setup Salesforce for Outlook plugin.

First, The user must install the Salesforce Add-in from outlook by clicking on this icon in the outlook toolbar.

Image description

And type 'Salesforce' in the search bar, install the first add-in
called just 'Salesforce'

Image description

Once the add-in is added, the user must connect to respective salesforce org, usually production.

Image description

if you want to login using SOO and not with Username and password, click on use a custom domain' and enter your custom domain's name.

Image description

you can find it by checking the URL in your org for example : {https://Domain.lightning.force.com/} you just need the custom domain, not the whole URL.

Image description

and click ok, then you will be able to see the button to login with SSO.

After the add-in is installed and connected, the user may access salesforce for outlook buy clicking on the icon directly or in the menu when clicking the 3 dots at the right,

Note that you must click on an email or meeting, or be in a meeting creation window to see the salesforce icon

Once in an email window, if the email addresses are related to contacts or users in your connected org, Salesforce will do a quick search and fetch you these records

Image description

The user can just click the '+' button at the top left and create new records, events, calls, they could even create a new contact record without leaving Outlook

Image description

they could also make a quick search to fetch salesforce record directly.

A simple use case:

If you click on a contact name while in a meeting window you will have the record details of that contact, plus a button 'LOG' that would take you to a form to add an event related to that contact.

Image description

Image of Timescale

🚀 pgai Vectorizer: SQLAlchemy and LiteLLM Make Vector Search Simple

We built pgai Vectorizer to simplify embedding management for AI applications—without needing a separate database or complex infrastructure. Since launch, developers have created over 3,000 vectorizers on Timescale Cloud, with many more self-hosted.

Read more

Top comments (0)

Sentry image

See why 4M developers consider Sentry, “not bad.”

Fixing code doesn’t have to be the worst part of your day. Learn how Sentry can help.

Learn more

đź‘‹ Kindness is contagious

Immerse yourself in a wealth of knowledge with this piece, supported by the inclusive DEV Community—every developer, no matter where they are in their journey, is invited to contribute to our collective wisdom.

A simple “thank you” goes a long way—express your gratitude below in the comments!

Gathering insights enriches our journey on DEV and fortifies our community ties. Did you find this article valuable? Taking a moment to thank the author can have a significant impact.

Okay