---
schema_version: "1"
id: b76a42d6c932b27f0f1e6389e355d137d3984572eacab6ec32e1676534be868b
title: Install and Set Up Salesforce for Outlook (Retiring)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_install.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_install.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 63d0de0bce4f6483ed9b21fb88289c4c7172ce5b21e5b464bef102221a29fbf7
description: Follow these steps to install Salesforce for Outlook in your org.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Install and Set Up Salesforce for Outlook (Retiring)

Follow these steps to install Salesforce for Outlook in your org.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience, if <a href="https://help.salesforce.com/articleView?id=000351596&amp;type=1&amp;mode=1&amp;language=en_US" target="_blank">Salesforce Classic is available in your org</a>.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with the purchase of Sales Cloud or Government Cloud in: <strong>Personal</strong>, <strong>Contact Manager</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d28790e93">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28790e93 ">To sync using <span id="outlookcrm_install__ProdName_SFO"><a name="outlookcrm_install__ProdName_SFO"><!-- --></a>Salesforce for Outlook</span>:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28790e93 ">
              <p style="margin-bottom:0;" id="outlookcrm_install__DataSetPerm"><a name="outlookcrm_install__DataSetPerm"><!-- --></a>Valid dataset for each object being synced</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28790e93 ">
              <span id="outlookcrm_install__FolderPerm"><a name="outlookcrm_install__FolderPerm"><!-- --></a>To change sync folders:</span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28790e93 ">
              <p><span id="outlookcrm_install__FolderPermDef"><a name="outlookcrm_install__FolderPermDef"><!-- --></a>Your Outlook profile set as the default in your Outlook
                  Mail Settings</span> AND </p>
              <p style="margin-bottom:0;">Let users modify the Outlook folder for syncing contacts
                in your Outlook configuration</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

Important Full product retirement for Salesforce for Outlook is scheduled on January 30, 2027. See [Salesforce for Outlook Retirement](https://help.salesforce.com/s/articleView?id=000393445&type=1&mode=1&language=en_US). To keep integrating Microsoft Outlook with Salesforce, check out our next-generation products: the Outlook integration and Einstein Activity Capture. See [Move from Salesforce for Outlook (Retiring) to the Next-Generation Products](https://help.salesforce.com/articleView?id=outlookcrm_sfo_move_parent.htm&language=en_US).

1. Open the installation file you downloaded and saved, and complete the installation wizard.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)
    
    Note If you don't yet have .NET 4 installed, the installation wizard installs it for you. Keep in mind that the installation wizard prompts you to restart your machine after it installs .NET 4. After restarting, run the installation wizard again to complete the installation process.
2. Open Microsoft® Outlook®. The setup wizard opens, and the Salesforce for Outlook icon (![Salesforce CRM for Outlook system tray icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/outlookcrm_sync_off.gif)) appears in your system tray. If the wizard doesn't open, you can start it manually. Right-click ![Salesforce CRM for Outlook system tray icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/outlookcrm_sync_off.gif) and click **Settings**.
3. If you want to log in to a site other than the default, click **Change URL** and pick the server to which you want to connect. If the server you want isn't listed, select Other... and enter the URL, such as a custom domain used by your organization.
4. Enter your username and password.
5. Click **Approve**. Doing so creates a secure connection between Outlook and Salesforce. You don’t have to log in again unless you encounter an error.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)
    
    Note If your organization restricts IP addresses, logins from untrusted IPs are blocked until they're activated. Salesforce automatically sends you an activation email that you can use to log in. Doing so lets you connect without IP restrictions from anywhere.
6. Click **Next**, and review the sync directions set up by your administrator. To sync your Outlook items to different folders, click **Change Folder** and select folders that are within your default folder or the main Mailbox folder.
    
    ![Review Salesforce for Outlook Sync Directions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_setup_review_sync.png)
7. Click **Next**, and then select your sync method.
    
    - Choose to sync all your contacts, events, and tasks. Mark items that you don’t want to sync with the “Don’t Sync with Salesforce” category in Outlook.
    - Choose to sync individual contacts, events, and tasks. Mark items that you want to sync with the “Sync with Salesforce” category in Outlook.
    
    ![Choose Sync Method](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_manual_sync_method.png)
8. Click **Next**, and then select the kinds of private items you want to sync.
    
    ![Salesforce for Outlook Options for Syncing Private Items](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_choose_private_items.png)
9. Click **Save**. A welcome message appears at the system tray icon ![Salesforce CRM for Outlook system tray icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/outlookcrm_sync_on.gif), which is now active.
    
    If you're configured to sync Outlook items, and you chose Sync Only the Outlook Items I Select for your sync method, all items in the folders you chose start syncing automatically. The icon spins during every sync cycle.

#### See Also

- [Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_about.htm&release=264.0.0&type=5 "Sync contacts, events, and tasks between your desktop-based version of Outlook and Salesforce. Select an email in Outlook to see related Salesforce records, like leads, contacts, tasks, and opportunities. And relate that email to the Salesforce records of your choice.")
- [Salesforce for Outlook (Retiring) System Requirements](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sys_req.htm&release=264.0.0&type=5 "Your computing environment must meet these system requirements to install and use Salesforce for Outlook.")
- [Download the Salesforce for Outlook (Retiring) Installer](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_download_installer.htm&release=264.0.0&type=5 "Download the installer from Salesforce.")
- [Uninstall Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_uninstall.htm&release=264.0.0&type=5 "How to remove Salesforce for Outlook.")