Can You Use Salesforce For Outlook With Mac

In short, what tools you use depends on what you like and what you need. I have always used a Mac for Salesforce development but some tools (like the Excel connector) are Windows only, so it's really down to your specific situation. – Matt Lacey ♦ Mar 4 '14 at 12:54. Now you can harness the power of email marketing with email integration from Salesforce. Transform your email inbox into an effective selling tool by syncing your contacts with your CRM, automating follow-up, measuring the ROI on your campaigns, and much more. Salesforce for Outlook is only available for users using Microsoft Outlook 2016/2013 or Microsoft Outlook for Mac 2016 using Mac OS X 10.10 or later. Users must also have access to Exchange Online with Office 365 or Exchange 2016/2013 on-premises.

The Salesforce connector with keep you notified about activities in an opportunity in the Salesforce account you want to track. Connectors are available for customers with Office 365 business subscriptions. It is not available for Office 365 Dedicated and Exchange on-premises customers for now. Unfortunately, Mac users can't use Salesforce for Outlook as it is only supported for Windows users. However, you have the option of using Lightning for Outlook. This is available for both Windows as well.

As part of the process of developing an Outlook add-in, you will probably find yourself iteratively deploying and installing the add-in for testing, which involves the following steps:

1. Creating a manifest file that describes the add-in.
2. Deploying the add-in UI file(s) to a web server.
3. Installing the add-in in your mailbox.
4. Testing the add-in, making appropriate changes to the UI or manifest files, and repeating steps 2 and 3 to test the changes.

Note

Custom panes have been deprecated so please ensure that you're using a supported add-in extension point.

Create a manifest file for the add-in

Each add-in is described by an XML manifest, a document that gives the server information about the add-in, provides descriptive information about the add-in for the user, and identifies the location of the add-in UI HTML file. You can store the manifest in a local folder or server, as long as the location is accessible by the Exchange server of the mailbox that you are testing with. We'll assume that you store your manifest in a local folder. For information about how to create a manifest file, see Outlook add-in manifests.

Deploy an add-in to a web server

You can use HTML and JavaScript to create the add-in. The resulting source files are stored on a web server that can be accessed by the Exchange server that hosts the add-in. After initially deploying the source files for the add-in, you can update the add-in UI and behavior by replacing the HTML files or JavaScript files stored on the web server with a new version of the HTML file.

Install the add-in

After preparing the add-in manifest file and deploying the add-in UI to a web server that can be accessed, you can sideload the add-in for a mailbox on an Exchange server by using an Outlook client, or install the add-in by running remote Windows PowerShell cmdlets.

Sideload the add-in

You can install an add-in if your mailbox is on Exchange Online, Exchange 2013 or a later release. Sideloading add-ins requires at minimum the My Custom Apps role for your Exchange Server. In order to test your add-in, or install add-ins in general by specifying a URL or file name for the add-in manifest, you should request your Exchange administrator to provide the necessary permissions.

The Exchange administrator can run the following PowerShell cmdlet to assign a single user the necessary permissions. In this example, wendyri is the user's email alias.

If necessary, the administrator can run the following cmdlet to assign multiple users the similar necessary permissions:

For more information about the My Custom Apps role, see My Custom Apps role.

Using Microsoft 365 or Visual Studio to develop add-ins assigns you the organization administrator role which allows you to install add-ins by file or URL in the EAC, or by Powershell cmdlets.

Install an add-in by using remote PowerShell

After you create a remote Windows PowerShell session on your Exchange server, you can install an Outlook add-in by using the New-App cmdlet with the following PowerShell command.

The fully qualified URL is the location of the add-in manifest file that you prepared for your add-in.

You can use the following additional PowerShell cmdlets to manage the add-ins for a mailbox:

• Get-App - Lists the add-ins that are enabled for a mailbox.
• Set-App - Enables or disables a add-in on a mailbox.
• Remove-App - Removes a previously installed add-in from an Exchange server.

Client versions

Deciding what versions of the Outlook client to test depends on your development requirements.

• If you are developing an add-in for private use, or only for members of your organization, then it is important to test the versions of Outlook that your company uses. Keep in mind that some users may use Outlook on the web, so testing your company's standard browser versions is also important.

• If you are developing an add-in to list in AppSource, you must test the required versions as specified in the Commercial marketplace certification policies 1120.3. This includes:

  • The latest version of Outlook on Windows and the version prior to the latest.
  • The latest version of Outlook on Mac.
  • The latest version of Outlook on iOS and Android (if your add-in supports mobile form factor).
  • The browser versions specified in the Commercial marketplace validation policy 1120.3.

Note

If your add-in does not support one of the above clients due to requesting an API requirement set that the client does not support, that client would be removed from the list of required clients.

Outlook on the web and Exchange server versions

Consumer and Microsoft 365 account users see the modern UI version when they access Outlook on the web and no longer see the classic version which has been deprecated. However, on-premises Exchange servers continue to support classic Outlook on the web. Therefore, during the validation process, your submission may receive a warning that the add-in is not compatible with classic Outlook on the web. In that case, you should consider testing your add-in in an on-premises Exchange environment. This warning won't block your submission to AppSource but your customers may experience a sub-optimal experience if they use Outlook on the web in an on-premises Exchange environment.

To mitigate this, we recommend you test your add-in in Outlook on the web connected to your own private on-premises Exchange environment. For more information, see guidance on how to Establish an Exchange 2016 or Exchange 2019 test environment and how to manage Outlook on the web in Exchange Server.

Alternatively, you can opt to pay for and use a service that hosts and manages on-premises Exchange servers. A couple of options are:

Furthermore, if you don't want your add-ins to be available for users who are connected to on-premises Exchange, you can set the requirement set in the add-in manifest to be 1.6 or higher. Such add-ins will not be tested or validated on the classic Outlook on the web UI.

See also

At times your users might encounter issues with Office Add-ins that you develop. For example, an add-in fails to load or is inaccessible. Use the information in this article to help resolve common issues that your users encounter with your Office Add-in.

You can also use Fiddler to identify and debug issues with your add-ins.

Common errors and troubleshooting steps

The following table lists common error messages that users might encounter and steps that your users can take to resolve the errors.

When installing an add-in, you see 'Error loading add-in' in the status bar

1. Close Office.
2. Verify that the manifest is valid
3. Restart the add-in
4. Install the add-in again.

You can also give us feedback: if using Excel on Windows or Mac, you can report feedback to the Office extensibility team directly from Excel. To do this, select File | Feedback | Send a Frown. Sending a frown provides the necessary logs to understand the issue. Coreldraw for mac 2020.

Outlook add-in doesn't work correctly

If an Outlook add-in running on Windows and using Internet Explorer is not working correctly, try turning on script debugging in Internet Explorer.

Google has its own similar set of apps, and they're all available online right now, completely free! Here's what you need to know to work out whether or not you really need Microsoft Office. This article explains how to renew your Microsoft 365 Family or Microsoft 365 Personal subscription and what you can do after you renew.It also provides detailed troubleshooting help. If you need help managing your payment, see Add, update, or remove credit cards and other ways to pay. If you want to check prices before you renew, see Choose the right Microsoft 365 for you. Why does my Microsoft Office 2016 say it is expired? Does anybody know how I can recover the functionality? In addition to Chris Novak's answers (Office 365 subscription or separately purchased license), if by 'bought' you mean that y. Tip: In Windows 7, you can synchronize your computer clock with an Internet time server to keep the computer clock up to date.To do this, select the date or time in the bottom right-hand corner of your screen, and then select Change date and time settings.Select the Internet Time tab, select Change settings, select Synchronize with an Internet time server, and then select Update now. I purchased office for mac but now its saying i need to renew. 'You need to activate Office for Mac within X days' after activating already. Microsoft is aware of and currently working on this issue. If you've activated Office for Mac 2016 but are still seeing a message that says 'You need to activate Office for Mac within X days,' please try these steps to resolve your issue: Run the License Removal Tool.

• Go to Tools > Internet Options > Advanced.

• Under Browsing, uncheck Disable script debugging (Internet Explorer) and Disable script debugging (Other).

We recommend that you uncheck these settings only to troubleshoot the issue. If you leave them unchecked, you will get prompts when you browse. After the issue is resolved, check Disable script debugging (Internet Explorer) and Disable script debugging (Other) again.

Add-in doesn't activate in Office 2013

If the add-in doesn't activate when the user performs the following steps:

1. Signs in with their Microsoft account in Office 2013.

2. Enables two-step verification for their Microsoft account.

3. Verifies their identity when prompted when they try to insert an add-in.

If your add-in does not support one of the above clients due to requesting an API requirement set that the client does not support, that client would be removed from the list of required clients.

Outlook on the web and Exchange server versions

Consumer and Microsoft 365 account users see the modern UI version when they access Outlook on the web and no longer see the classic version which has been deprecated. However, on-premises Exchange servers continue to support classic Outlook on the web. Therefore, during the validation process, your submission may receive a warning that the add-in is not compatible with classic Outlook on the web. In that case, you should consider testing your add-in in an on-premises Exchange environment. This warning won't block your submission to AppSource but your customers may experience a sub-optimal experience if they use Outlook on the web in an on-premises Exchange environment.

To mitigate this, we recommend you test your add-in in Outlook on the web connected to your own private on-premises Exchange environment. For more information, see guidance on how to Establish an Exchange 2016 or Exchange 2019 test environment and how to manage Outlook on the web in Exchange Server.

Alternatively, you can opt to pay for and use a service that hosts and manages on-premises Exchange servers. A couple of options are:

Furthermore, if you don't want your add-ins to be available for users who are connected to on-premises Exchange, you can set the requirement set in the add-in manifest to be 1.6 or higher. Such add-ins will not be tested or validated on the classic Outlook on the web UI.

See also

At times your users might encounter issues with Office Add-ins that you develop. For example, an add-in fails to load or is inaccessible. Use the information in this article to help resolve common issues that your users encounter with your Office Add-in.

You can also use Fiddler to identify and debug issues with your add-ins.

Common errors and troubleshooting steps

The following table lists common error messages that users might encounter and steps that your users can take to resolve the errors.

When installing an add-in, you see 'Error loading add-in' in the status bar

1. Close Office.
2. Verify that the manifest is valid
3. Restart the add-in
4. Install the add-in again.

You can also give us feedback: if using Excel on Windows or Mac, you can report feedback to the Office extensibility team directly from Excel. To do this, select File | Feedback | Send a Frown. Sending a frown provides the necessary logs to understand the issue. Coreldraw for mac 2020.

Outlook add-in doesn't work correctly

If an Outlook add-in running on Windows and using Internet Explorer is not working correctly, try turning on script debugging in Internet Explorer.

Google has its own similar set of apps, and they're all available online right now, completely free! Here's what you need to know to work out whether or not you really need Microsoft Office. This article explains how to renew your Microsoft 365 Family or Microsoft 365 Personal subscription and what you can do after you renew.It also provides detailed troubleshooting help. If you need help managing your payment, see Add, update, or remove credit cards and other ways to pay. If you want to check prices before you renew, see Choose the right Microsoft 365 for you. Why does my Microsoft Office 2016 say it is expired? Does anybody know how I can recover the functionality? In addition to Chris Novak's answers (Office 365 subscription or separately purchased license), if by 'bought' you mean that y. Tip: In Windows 7, you can synchronize your computer clock with an Internet time server to keep the computer clock up to date.To do this, select the date or time in the bottom right-hand corner of your screen, and then select Change date and time settings.Select the Internet Time tab, select Change settings, select Synchronize with an Internet time server, and then select Update now. I purchased office for mac but now its saying i need to renew. 'You need to activate Office for Mac within X days' after activating already. Microsoft is aware of and currently working on this issue. If you've activated Office for Mac 2016 but are still seeing a message that says 'You need to activate Office for Mac within X days,' please try these steps to resolve your issue: Run the License Removal Tool.

• Go to Tools > Internet Options > Advanced.

• Under Browsing, uncheck Disable script debugging (Internet Explorer) and Disable script debugging (Other).

We recommend that you uncheck these settings only to troubleshoot the issue. If you leave them unchecked, you will get prompts when you browse. After the issue is resolved, check Disable script debugging (Internet Explorer) and Disable script debugging (Other) again.

Add-in doesn't activate in Office 2013

If the add-in doesn't activate when the user performs the following steps:

1. Signs in with their Microsoft account in Office 2013.

2. Enables two-step verification for their Microsoft account.

3. Verifies their identity when prompted when they try to insert an add-in.

Verify that the latest Office updates are installed, or download the update for Office 2013.

Add-in dialog box cannot be displayed

When using an Office Add-in, the user is asked to allow a dialog box to be displayed. The user chooses Allow, and the following error message occurs:

'The security settings in your browser prevent us from creating a dialog box. Try a different browser, or configure your browser so that [URL] and the domain shown in your address bar are in the same security zone.'

To resolve the issue, end users or administrators can add the domain of the add-in to the list of trusted sites in Internet Explorer. Use the same procedure whether you're using the Internet Explorer or Microsoft Edge browser.

Important

Do not add the URL for an add-in to your list of trusted sites if you don't trust the add-in.

To add a URL to your list of trusted sites:

Can You Use Salesforce For Outlook With Mac Os

1. In Control Panel, go to Internet options > Security.
2. Select the Trusted sites zone, and choose Sites.
3. Enter the URL that appears in the error message, and choose Add.
4. Try to use the add-in again. If the problem persists, verify the settings for the other security zones and ensure that the add-in domain is in the same zone as the URL that is displayed in the address bar of the Office application.

This issue occurs when the Dialog API is used in pop-up mode. To prevent this issue from occurring, use the displayInFrame flag. This requires that your page support display within an iframe. The following example shows how to use the flag.

Can You Use Salesforce For Outlook With Mac Osx

See also