However, if you are using outlook 2013 or a not fully updated version of outlook 2016 you would have an issue with pinning. Thanks!Ī: Salesforce inbox is a separate addition to Salesforce for Outlook. What’s the kind of license and installation? I am having a problem keeping the Salesforce Inbox tab ‘pinned’ in Outlook 2016. Q: I am curious about the version of Outlook.
Q: Can we integrate outlook to Salesforce without the ms exchange server stuff?Ī: Without Exchange, you will not be able to use the Salesforce for outlook integration as this is a cloud integration This is what handles impersonation between the user’s exchange mailbox and the exchange server. To set up any sort of syncing, access to a service account or Exchange admin credentials is necessary as part of the configuration process. Q: What will be the mandatory requirements for the client to integrate outlook to Salesforce?Ī: To find the minimal requirements to integrate Salesforce for Outlook please visit this link: Outlook Integration System Requirements.
