How do I go about downloading the Salesforce for Outlook add-on application?
Here's a couple of great writeups on the new tools:
If that's not the case, what Edition are you using? If you look at the title of your browser when you're logged in it will tell you, Group, Enterprise, Professional, etc.
Thanks for all your help. The title is "Customer Resources"
Does your whole company use Salesforce? Or do you use it as an individual?
If you can't find the plug-in for Salesforce for Outlook by clicking your name and then setup, it's because the latest version doesn;t get you there that way. The latest version requires you to click on your name, then "My Settings", and then "Desktop Add-Ons" which is located on the left-hand side toolbar. Under Desktop Add-Ons is Salesforce for Outlook. Hope that helps.
Please use the below navigation to download the salesforce connector for outlook.
Click on your name --> My Settings --> Desktop Add Ons --> Salesforce for Outlook.
We have just upgraded to Windows 10 enterprise 64bit, office 2016 locally installed. We use Enterprise vault for our backed up / older emails including the old .pst's. Everytime we try to install salesforce for outlook 3.4.3 the enterprise vault throws a java script error and no longer can be accessed. Basically we can not run Salesforce for outlook and the enterprise vault. Has anyone found a cure for this?
Click on their name --> My Settings --> Desktop Add Ons --> Salesforce for Outlook.
Is this correct?