Contents:

• Installing the Salesforce Add-in
• Logging Into & Using the Salesforce Add-in
• FAQs

Installing the Salesforce Add-in

Outlook 365

1. Open Outlook and click the Get Add-ins button in the top ribbon/toolbar:
   OR
   
   
2. Type salesforce in the search box in the upper right & then click Show all results:
   
   
   
3. Select the Salesforce add-in and click the Add button:
   
   
   
4. When prompted, click Continue to agree to the terms & proceed with the installation:
   
   
   • NOTE: if you see an error, click Dismiss and repeat steps 3 & 4 above
     
     
     
5. After a successful installation, you'll see a check-mark under the Salesforce add-in as shown below - click Get Started for a quick feature tour, OR click the X in the upper right to close the Get Add-ins window and to return to Outlook:
   

Outlook on the Web

1. Open a browser (e.g., Chrome, Firefox) and log into Outlook for the Web: https://office365mail.northwestern.edu/
   
   
2. Click on any email in your inbox to view it in the preview pane & click on the More Actions (...) button in the upper right of the message:
   
   
   
3. Select Get Add-ins from the list that appears:
   
   
   
4. Type salesforce in the search box in the upper right & then click Show all results:
   
   
   
5. Select the Salesforce add-in and click the Add button:
   
   
   
6. When prompted, click Continue to agree to the terms & proceed with the installation:
   
   
   • NOTE: if you see an error, click Dismiss and repeat steps 5 & 6 above
     
     
     
7. Once installed, you should see a Get started for Salesforce window - click the arrows (< or >) on either side of the preview pictures to walk through the feature previews; click the X in the upper right to close the window
   
8. After a successful installation & exiting the feature preview, you'll see a check-mark under the Salesforce add-in as shown below - click the X in the upper right to close the Get Add-ins window and to return to Outlook
   

 

Logging Into & Using the Salesforce Add-in

Finding the Salesforce Icon

In the web version of Outlook, the Salesforce icon is automatically added to email and calendar items for easy access. In Outlook 365, you can find the Salesforce icon in the Outlook ribbon at the top of the screen:

If you don't already see the Salesforce icon, you can either:

• Click the More Commands (...) button on the right side of the ribbon & select it from the list of commands:
  
  
  OR
• Click the down arrow (on the bottom right side of the ribbon) to switch from the Simplified Ribbon to the Classic Ribbon:
  
  
  
  

Logging in for the First Time

The first time you click the Salesforce icon, you'll be prompted to login. Follow the steps below to connect your Salesforce account to Outlook:

1. On the log in screen, select Production as the Environment & click Log In to Salesforce
   
   
   
2. A new window may open - click on Use Custom Domain
   
   
   
3. Type kellogg-nu into the text box for Custom Domain and click Continue
   
   
4. On the Northwestern Online Passport page, enter your NetID & Password and click Log In
   
   
5. On the next screen, click Confirm to connect your Outlook and Salesforce accounts
   

 

Pinning the Salesforce Add-in

The add-in is automatically pinned on messages and calendar items in Outlook for the Web. For Outlook 365, you can keep the Salesforce add-in panel active & visible by following these steps:

1. Open or preview an email message
   
   
2. Click the Salesforce View icon
   
   
3. Locate the pin icon in the Salesforce side panel:
   
   
   
4. Click the pin - it should now appear as in the image below; the Salesforce panel will now automatically stay open as you read emails:
   

Using Salesforce Features in Outlook

See the Salesforce Trailblazer help site for an overview of the features available in the Salesforce panel.

 

FAQs

Q: Where can I find more info about the Outlook add-in/integration?
A: The Salesforce help site is a great resource for an overview of the Outlook add-in features.

Q: My Salesforce icon in Outlook 365 is grayed out - why?
A: You probably have the email preview/reading pane disabled - you can enable it by going to View > Layout > Reading Pane and then selecting the placement of your preview/reading pane. If you prefer to keep the preview/reading pane off, you can instead open an email & either click the Salesforce icon in the email's Message ribbon OR click the More Commands (...) button to see the Salesforce icon. Often, the icon is greyed out until you open an email composition pane. Once in that pane, it will be accessible.

Q: Why does the Salesforce add-in keeps disappearing when I open an email in Outlook 365?
A: See the instructions above for pinning the add-in.

Q: How do I use the Salesforce Add-in with a shared mailbox?
A: We are currently looking into options for shared mailboxes - check this article for updates.