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Using Salesforce with Office 365


Salesforce LogoCurrently, the Salesforce plugin for Outlook does not support the industry standard of software installation called click-to-run. Consequently, customers downloading and installing Office 2010 or Office 2013 from the Office 365 Portal are unable to install the Salesforce plugin.

Fortunately, there is a straightforward workaround:

1) If you’ve already installed Office, then uninstall.

2) Download and install the free evaluation copy of Microsoft Office from the link below:

http://technet.microsoft.com/en-US/evalcenter/jj192782

3) When prompted to activate on first run, select Organizational Account instead of Product Key and enter your Office 365 e-mail address and password.

Because the evaluation download does not use click-to-run, you can now use your licensed copy of Office as part of Office 365 and install the Salesforce plugin.

 

 

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