AdvologixPM

Uninstall & Re-install Salesforce for Outlook

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Many problems with Salesforce for Outlook (SFO) plug-in can be resolved with a clean uninstall and re-install of the application's software.

Install SFO

If SFO is already installed on your device, please skip to Step 8.

Expand or collapse content Step 1: Go to Start & Control Panel
Go to Start and Control Panel
Expand or collapse content Step 2: Find and uninstall 'Salesforce for Outlook'
Expand or collapse content Step 3: Select Uninstall
Expand or collapse content Step 4: Wait for Program to Uninstall & Restart Computer
Wait for uninstallation to complete
Expand or collapse content Step 5: Login to Advologix/Salesforce
Step B.) Login to Advologix/Salesforce

Go to Your Name | Setup | Personal Setup | Desktop Integrations | Salesforce for Outlook

Click Download

Click SAVE

Expand or collapse content Step 6: Save to Desktop - let download to desktop
Save to Desktop - let download to desktop

After Completed...

...Close or minimize Internet browser window - so you are looking at your desktop

Expand or collapse content Step 7: Find the Salesforce for Outlook Icon
Find the Salesforce for outlook icon

and RIGHTclick it.

Step 8: Choose Run ss Administrator

Choose Run As Administrator

Step 9: Walk Through Installation Wizard

Walk through installation wizard

Step 10: Accept Terms

Then check Accept and click Next

Step 11: Choose Installation Location & Install

Then next

Step 12: Installation Complete

Then...

Right-Click on SFO Icon

Go back to desktop and find

Choose Properties

and Choose Properties

Compatibility Tab

Click on the “Compatibility” tab

Check the box for “Run this program as an administrator” and click on ok

Double-Click on SFO Icon

Run the Salesforce for outlook plug-in by double clicking on the shortcut

Start Microsoft Outlook

Now you need to configure the “SALESFORCE FOR OUTLOOK” by right clicking the system tray icon and clicking on “Settings” and type in your username and password and select your sync folders.

After you finish the configuration the Sync process will automatically starts

Default Configuration Settings

The default configuration has these settings

For additional details See Force.com's: Creating Salesforce for Outlook Configurations

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