This article illustrates how to use the Salesforce for Outlook system tray application.
After you install Salesforce for Outlook, a new application icon appears in your Microsoft Windows system tray. You can use this application to:
- Sync Outlook and Salesforce Items
- View your sync log
- Resolve your unresolved synced items
- Manage your Salesforce for Outlook configuration
- Change your login information
- Hide alerts
- View errors
- Change your sync folders
- Access the Salesforce for Outlook online help
Accessing the System Tray Application
- If you don't see the icon, just restart the application by double-clicking the Salesforce for Outlook shortcut on your desktop of the application in your computer's Programs directory (Start | All Programs | Salesforce.com | Salesforce for Outlook).
- If the icon is disabled, you may need to start Outlook.
- If you're using Microsoft Windows 7, you may need to click the arrow next to the notification are and drag the Salesforce for Outlook icon to the system tray.
For additional Information SEE Force.com's documentation:
- TRIAL user link: Using the Salesforce for Outlook System Tray Application
- Active Customer Link: Using the Salesforce for Outlook System Tray Application