Next, type in Nintex in the Custom Domain field, and click Continue: To do this with SSO, please select the Use Custom Domain button: Next, you will need to sign in to the add-in. To do so, click on the Salesforce icon from the Outlook ribbon to open the add-in, and select your use-case for the tool to begin from the dropdown: Next, from the pop-up window, search for Salesforce, and select the Salesforce icon as indicated below:įinally, click Add and the add-in should begin installing in Outlook:Īfter successfully installing the Salesforce for Outlook add-in, you will need to set up the add-in so that you can begin using it. If you do not have an account please reach out to get started, open up your Outlook client and select Get Add-ins from the Home tab in your Outlook ribbon: Salesforce license (this can be requested from our Salesforce team at Processīefore you begin installing, you will first need to make sure you have a Salesforce account, as this add-in will not function without a Salesforce account.The following items will be required in order for you to install the new Salesforce for Outlook plugin: Consider bringing your vote to it.This article is designed to help you install the Salesforce for Outlook add-in for use with Salesforce. I created a feature request in Office365 User Voice. Would it be possible to install the add-in for this special user in order to have the add-ins always working with shared mailboxes? My question is then: how to make add-ins working with shared mailboxes? A possible solution is: a shared mailbox seems to be related with a special kind of user. It is better than nothing but not an acceptable solution, I would like my add-ins to be displayed when consulting my mailbox in Desktop client and in OWA when using the "Open another mailbox" (see link above). However, I managed to make it work when setting the shared mailbox as a shared folder displayed under my primary mailbox, as explained here (see picture below). The add-ins do not load in Outlook desktop or in OWA when the shared mailbox is open alone. I would like my add-in to work with Office365's shared mailboxes. The add-ins activate well when registered globally for the Office 365 tenant or individually by user (mechanical gear > manage add-ins). I am building apps with the new technology of Office add-ins (formerly app for Office).
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