How to Connect or Reconnect Outlook to Salesforce

Salesforce Integration Guide - All Users Except Coaches

Overview

This guide walks you through connecting or reconnecting your Outlook account to Salesforce. Use this guide when setting up for the first time or when Outlook no longer appears to be connected to Salesforce.

Who This Is For: All users except Coaches.

When to Use This Guide: First-time setup, or when Outlook does not appear to be connected to Salesforce.

Note: This guide covers two paths: reconnecting an existing Exchange account and connecting for the first time. Follow the path that applies to your situation.

Step-by-Step Instructions

Step 1: Log Into Salesforce

Log into Salesforce using Single Sign On (SSO) with your company credentials.

Step 2: Access Your Profile Settings

After successfully logging in, locate your profile icon in the top right corner of the screen (displayed as a bear icon or your picture). Click on it to open your profile menu, then navigate to Settings.

Step 3: Navigate to Connected Accounts

Using the menu on the left-hand side, locate and click on "Connected Accounts."

Path A: Reconnecting an Existing Exchange Account

Follow these steps if you are already connected to Exchange and need to disconnect before reconnecting to Outlook.

Step 4A: Delete the Existing Exchange Connection

If you are already connected to Exchange, you will see it listed under Connected Accounts. Click "Delete" to remove the existing connection.

Step 5A: Confirm Deletion

A warning popup will appear asking you to confirm the deletion. Click "Delete" again to proceed.

Important: You must complete the deletion before proceeding to connect your Outlook account. Do not skip this step.

Once deleted, continue to Step 4B below to complete the connection to your Office 365 account.

Path B: Connecting for the First Time or Reconnecting

Follow these steps if you have never connected Outlook to Salesforce before, or after completing Path A above.

Step 4B: Add a New Email Account

From the Connected Accounts page, locate and click the option to add a new email account.

Step 5B: Select Office 365

A new popup will appear with connection options. Select "Connect to my Office 365 account" to proceed.

Step 6B: Sign In to Your Microsoft Account

You will be prompted to sign in to your Microsoft account. Enter your RRI company email address and password to authenticate.

Note: Use your RRI company credentials when signing in, not a personal Microsoft account.

You may be asked to confirm you want to connect to Salesforce, click Confirm

Confirming the Connection

Once your request has been approved, Salesforce will display your connected Outlook account under Connected Accounts. Your Outlook inbox and calendar will now be synced with Salesforce.

Note: Approval may not be immediate. If your account does not appear connected right away, check back after a short period or contact your IT team for assistance.

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.