1. Open the installation file you downloaded and saved, and complete the installation wizard.Note If you don’t yet have .NET 4 installed, the installation wizard installs it for you. Keep in mind that the installation wizard prompts you to restart your machine after it installs .NET 4. After restarting, run the installation wizard again to complete the installation process.
2. Open Microsoft® Outlook®. The setup wizard opens, and the Salesforce for Outlook icon () appears in your system tray. If the wizard doesn’t open, you can start it manually. Right-click and clickSettings.
3. If you want to log in to a site other than the default, click Change URL and pick the server to which you want to connect. If the server you want isn’t listed, select Other... and enter the URL, such as a custom domain used by your organization.
4. Enter your username and password.
5. Click Approve. Doing so creates a secure connection between Outlook and Salesforce. You don’t have to log in again unless you encounter an error.Note If your organization restricts IP addresses, logins from untrusted IPs are blocked until they’re activated. Salesforce automatically sends you an activation email that you can use to log in. Doing so lets you connect without IP restrictions from anywhere.
6. Click Next, and review the sync directions set up by your administrator. To sync your Outlook items to differentfolders, click Change Folder and select folders that are withinyour default folder or the main Mailbox folder.
7. Click Next, and then select your sync method.Choose to sync all your contacts, events, and tasks. Mark items that you don’t want to syncwith the “Don’t Sync with Salesforce” category in Outlook. Choose to sync individual contacts, events, and tasks. Mark items that you want to syncwith the “Sync with Salesforce” category in Outlook.
8. Choose to sync all your contacts, events, and tasks. Mark items that you don’t want to syncwith the “Don’t Sync with Salesforce” category in Outlook.
9. Choose to sync individual contacts, events, and tasks. Mark items that you want to syncwith the “Sync with Salesforce” category in Outlook.
10. Click Next, and then select the kindsof private items you want to sync.
11. Click Save. A welcome message appears at the system tray icon (), which is now active. If you’re configured to sync Outlook items, and you chose Sync Only the Outlook Items I Select for your sync method, all items in the folders you chose start syncing automatically. The icon spins during every sync cycle.