If your Salesforce username or password changes, you need to update your login information in Salesforce for Outlook.
Required Editions
| Available in: Salesforce Classic |
| Available in: Lightning Experience, if Salesforce Classic is available in your org. |
| Available with the purchase of Sales Cloud or Government Cloud in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To log in to Salesforce for Outlook | Assigned to an active configuration |
Important Full product retirement for Salesforce for
Outlook is scheduled on January 30, 2027. See Salesforce for Outlook Retirement. 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.
-
Right-click the system tray icon
on your
desktop and select Settings...
- Click Change User.
- Enter your correct Salesforce username and password, and click Login. Doing so creates a secure connection between Outlook and Salesforce. You don’t have to log in again unless you encounter an error.
- Click Allow to give Salesforce for Outlook access to Salesforce.
- Click Next and then click Save.