Salesforce for Outlook - The sidebar is not showing up in Outlook 2007
I am running Outlook 2010 and had no issues the sidebar automatically loaded into my Outlook.
Setup | Desktop Administration | Outlook Configurations
Edit the Outlook Configuration and check the "Side Panel" checkbox.
My understanding was that it was supported for 2007, and that Connect for Outlook would no longer be supported for 2010. Otherwise, we wouldn't have switched.
Regardless, there must still be some bugs that need to be worked out.
That was the news delivered in my last User Group meeting. I was very disappointed since most of our users are on 2007. I have it enabled in our org and it only appears for 2010 users. All the 2007 users are without the side panel despite having the same config seutp.
You have Outlook 2007 users with the Side Panel on?
The connector doesn't work for any of our 2010 folks and "works" on 2007.
The issue we've experienced with 2010 Side Panel users is it tends to hog the CPU and sometimes freezes or crashes.
We have some 2007 users for whom it freezes up, but they turn the sidebar off and on (under view/salesforce pane) and it seems to help.
The one 2010 user had to uninstall because his issues seemed too troublesome.
I'm on 2007 and it works fine for me, except that sometimes when I turn on my machine the sidebar takes some time (a few minutes) to appear. In that situation, the on/off toggle under the view/salesforce pane doesn't appear either.
Overall, I'm less than happy with SFO. I didn't like Connect for Outlook, but at least it was consistent.
After further hasing it out with some UG members - I'm apparently the only one that remembers having the conversaion about the Side Panel requiring 2010.
The hat must have overheated my brain that day.
One things I was told was that users who didn't have IE8+ experience issues with the panel not displaying.
So in addition to checking configuration - check IE browser version. I'm not sure why it makes an impact, but it is a Microsoft product.
Anyway, the IT guy suggested that since I also use Chrome, there might be some confusion between Chrome and IE. Not sure about that.
For me I have a user with Outlook 2007 and running v.2.1.2 and cannot get side panel to open at all. user in the same group as me and it is working fine. The only difference I know is Outlook version.
Salesforce App for Outlook is great for Office 365 users. But it doesn't work for native Outlook 2007, 2010 and 2013. I suggest taking a look at ContactMonkey (http://www.contactmonkey.com/salesforce-for-outlook). It not only let's you view a person's Salesforce record like Salesforce App for Outlook, but it also let's you edit their record right within the Outlook inbox. It also logs outbound and inbound emails into Salesforce including custom objects.
There is a free option so no need to pay for trying.
Hope that helps.