![]() ![]() Enter these in the prompt, and you should be signed in to the tool.įAQ I've tried logging in, but I'm getting an error when I enter in my credentials. You will now be redirected back to the initial login screen, however, you should see a new login method titled NintexADFSFarm03:įinally, this redirects you to sign in using your Nintex credentials which should be your Nintex email and password. Next, type in Nintex in the Custom Domain field, and click Continue: To do this with SSO, please select the Use Custom Domain button: Next, you will need to sign in to the add-in. To do so, click on the Salesforce icon from the Outlook ribbon to open the add-in, and select your use-case for the tool to begin from the dropdown: ![]() ![]() Next, from the pop-up window, search for Salesforce, and select the Salesforce icon as indicated below:įinally, click Add and the add-in should begin installing in Outlook:Īfter successfully installing the Salesforce for Outlook add-in, you will need to set up the add-in so that you can begin using it. If you do not have an account please reach out to get started, open up your Outlook client and select Get Add-ins from the Home tab in your Outlook ribbon: Salesforce license (this can be requested from our Salesforce team at Processīefore you begin installing, you will first need to make sure you have a Salesforce account, as this add-in will not function without a Salesforce account.The following items will be required in order for you to install the new Salesforce for Outlook plugin: This article is designed to help you install the Salesforce for Outlook add-in for use with Salesforce. ![]()
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