Salesforce Add-in to outlook config issue

To install the Salesforce for Outlook add-in, you can follow these steps:

1. Uninstall the existing Salesforce for Outlook add-in if it is already installed. You can find the uninstallation steps on the Salesforce website.
2. Update Outlook to the latest version:
   • For Click-to-Run installations:
     • Open Outlook 2016.
     • Go to the File menu and select Office Account.
     • Click Update Options, then select Update Now.
   • For MSI-based installations, check the latest updates on the Outlook Updates page.
3. Install the latest version of the Salesforce for Outlook add-in. Again, follow the installation steps provided on the Salesforce website.

If you encounter any issues during the installation, ensure that you have the latest version of Outlook and that your system meets any necessary requirements for the add-in.

Hi @Dina Huds,

Thank you for posting your question in the Microsoft Q&A forum.

Regarding to your question, the legacy Salesforce for Outlook plug‑in won’t load in New Outlook and is being retired (full retirement currently planned for Dec 2027), so the quickest fix is to use Salesforce’s Outlook Integration web add‑in (not the old “Salesforce for Outlook” plug‑in).

You can see: Migrate from COM add-ins to web add-ins

Here are a few steps that often help:

1/ Install the add‑in from AppSource:

• In New Outlook for Windows (or Outlook on the web) go to Home > More apps > search “Salesforce” and add Salesforce (Outlook Integration).
  
• Open the Salesforce pane in Outlook and sign in to Salesforce to connect.

References:

• Salesforce Marketplace
• Get the Outlook Integration via the Salesforce Add-In

Note: Microsoft is providing this information as a convenience to you. The sites are not controlled by Microsoft. Microsoft cannot make any representations regarding the quality, safety, or suitability of any software or information found there. Please make sure that you completely understand the risk before retrieving any suggestions from the above link.

2/ Make sure your Outlook build is supported:

• Salesforce’s current requirements call for recent Microsoft 365 builds of Outlook for Windows (e.g., version 2409 or later) or Outlook on the web. If you’re below that, update Office and try again.

Reference: Outlook Integration System Requirements

Note: Microsoft is providing this information as a convenience to you. The sites are not controlled by Microsoft. Microsoft cannot make any representations regarding the quality, safety, or suitability of any software or information found there. Please make sure that you completely understand the risk before retrieving any suggestions from the above link.

3/ If your company blocks the Store, ask your IT admin to deploy it centrally:

• Your IT admin can deploy the Salesforce add‑in via Microsoft 365 admin center > Settings > Integrated apps > View more apps > Search for Salesforce and click Get it now.
  

• This ensures it appears for your mailbox (it can take up to 24 hours).

References:

• Deploy add-ins in the Microsoft 365 admin center
• Centralized deployment FAQ

4/ If you still get a “something went wrong” error:

• Try Outlook on the web to see if it loads there, update Office, and retry. Microsoft’s add‑in troubleshooting steps cover common manifest/load issues.
• If the error seems specific to the Salesforce add‑in, use the Support link on the AppSource page to contact Salesforce (publishers can resolve tenant‑side issues).

References:

• Outlook add-in warnings
• Troubleshoot user errors with Office Add-ins

I hope this information is helpful. Please follow these steps and let me know if it works for you. If not, we can work together to resolve this.   

Thank you for your patience and your understanding. If you have any questions or need further assistance, please feel free to share them in the comments on this post so I can continue to support you.

I look forward to continuing the conversation.

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