This guide will walk you through how to download and install the modern Salesforce Outlook Add-in, which is the current standard for most users. Understanding the Modern Salesforce Outlook Integration

Click the Salesforce icon in your Outlook ribbon to open the side panel.

Permission from your Salesforce Administrator to use the integration. How to Download the Salesforce Outlook Add-in Method 1: Downloading via Outlook Desktop (Windows/Mac) Open Microsoft Outlook on your computer.

Look at the Home ribbon at the top of the screen. Click on the Get Add-ins icon (sometimes labeled as "Store"). In the search bar that appears, type Salesforce. Locate the official Salesforce Add-in from the results. Click the Add button.