Authored by Zishan Razzaq

Thursday, February 17, 2011

Connect for Microsoft Outlook

Hi everyone:  I have been on a roll here, many questions, many scenarios.
Well the most common question since Spring Release 11 for is:
My company still utilizes Office 2003 which includes Outlook 2003, and the new install of Outlook is for 2010 and 2007. What happen to the old install?

Before that, I would like to take a moment to let you know what is Connect for Microsoft Outlook:
It is a great toolbar which helps you navigate or add cases to Salesforce from your Outlook.
You can do more such as:

  • "synchronize your contacts, tasks, and calendar events
  • associate Outlook email messages with records
  • create cases from Outlook email messages
  • map custom fields in to fields in Outlook"
It never went away, but yet confusing to find.
So if you will, here are instructions of how to find where outlook 2003 salesforce connect is:
  1. If you login to Salesforce and navigate to: "Your Name | Setup | Desktop Integration | Salesforce for Outlook"
  2. On your Right hand side you will see "Salesforce for Outlook" | "Connect for Microsoft Outlook
  3. Click on "Connect for Microsoft Outlook". You shall see Version 3.3.111 "Install Now" Button.
  4. Click on it and make sure that you do not have Outlook up and running. Close it out and then Install the program. This works for Outlook 2003, 2007, and XP.
 See Screenshot:
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