My Add-ins in Office on Mac. Verify that MicroStrategy for Office appears in Excel. Support for COM add-ins that use custom ribbon controls: Available: Office 2016 for Mac doesn't support third-party COM add-ins.This article shows how to install, configure and use the Salesforce Outlook Add-in Installing and Using the Salesforce Outlook Add-inSideloaded addins only appear within the My Addins dropdown menu. For commands that are compatible with Office 2016 for Mac, see idMSOs compatible with Office 2016 for Mac. Some might not be available. Most familiar Office Fluent Control Identifiers are compatible with Office for Mac.Microsoft 365 includes premium Word, Excel, and PowerPoint apps, 1 TB cloud storage in. Older Excel Image Assistant is located under add ins.Installing the Salesforce Outlook Add-in (Windows)This application requires a qualifying Microsoft 365 subscription. Start Excel, find Excel Image Assistant 2.0 on the ribbon. Run downloaded / unziped setup file. Close Excel (all opened worbooks) 2. The limitations do not exist in the fully licensed version.Make sure ‘Production’ is selected for the Environment If you’re using the web version of Outlook you can configure the add-in by clicking on the Salesforce Outlook icon Click on the Salesforce Outlook Add-in on the Outlook ribbon (toolbar) to open it The Salesforce add-in should appear on your Outlook ribbonConfiguring the Salesforce Outlook Add-in Logging an email you compose in Outlook to a Salesforce record Logging an email from your inbox to a Salesforce record Salesforce Trailhead has a great 3 minute video that shows what you can do with the Salesforce Outlook add-in: Once you’ve activated and configured the Salesforce add-in it will be active and configured in all versions of Outlook, both desktop and web versions. You will be logged into Salesforce inside Outlook the add-in
Note that you’ll have to do this for both your reading screen and your compose email screen.Logging an Email from your Inbox to a Salesforce Record Once you click the pin it will point downward to show the add-in is pinned. To pin the add-in so it always stays open click the pin. If you want the Salesforce add-in to stay open and not close each time you leave the screen, you’ll need to pin the add-in. Select the record from the drop-down search results In the search box type the record you’re looking for The search box defaults to ‘Accounts’ but you can click the drop-down arrow to select the record type you’d like to log the email to. Gbc emulator mac with built in gamesharkIf the Salesforce Add-In isn’t open on the side of your screen click on the Salesforce icon in the ribbon to open it The email has now been logged into the Salesforce record(s) you selectedLogging an Email you Compose in Outlook to a Salesforce Record When finished with selections click on ‘Save’ In the ‘other’ section you can only choose one option via a radio button. You can select multiple people by checking/unchecking the boxes of the records you want to attach the email to. Notice there is nothing in the ‘Bcc’ field. You’ll be back at the ‘Log Email’ screen where you can select the People and other items to be attached to this email (same as above) Once you’ve completed your email click ‘Log Email on Send’ As you add a name to the ‘To’ field and add text to the subject and body of the email Salesforce will start to fill in with items it finds that may match Add a subject and text to the body of the email Type the email address of the person you want to send the email to in the ‘To’ field of the email You can use email templates set up by your or your department to make email communications faster and more consistent. Click ‘Send’ in the main Outlook email pane to send the email Leave that email address in the Bcc field as that’s how it will be logged to Salesforce. Add any people or other options to the email (as seen above) Click the back arrow next to ‘Select Email Template’ The template will fill in the subject/body of the email Select the category of template you’re looking for Select the drop-down arrow next to the ‘Search Lightning Templates’ box to narrow down the template search. Click on ‘Email Templates’ in the Salesforce Outlook Add-In The information required for each type will be different. Fill in the required information such as Date, Name, Status, Related to, Assigned to or Description and click ‘Save’ to save the item. Click on ‘+ Create’ and select the type of item you’d like to create. When you hover over the + the word ‘Create’ becomes visible. To create a new event, task, case or account click on the + icon.
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