Johan Sandoval
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Salesforce
Salesforce itself is web based. Desktop components are only needed by some Sales and Support users.
| Component | Who needs it |
|---|---|
| Salesforce for Outlook / Outlook integration | Sales reps who log email to Salesforce |
| Salesforce Data Loader | Sales Ops / admins doing bulk imports |
Install
- Install the components that were on the old device (check Missing Software on the All Devices page).
- Installer share: Copy:\fileserver\software\Salesforce
- Data Loader needs a Java runtime. The installer bundles one; accept the defaults.
Outlook Integration
The modern integration is an Outlook add-in deployed from the Microsoft 365 admin center. After migration:
- Open Outlook and look for the Salesforce button on the ribbon.
- If it's missing, wait for add-in sync (up to 24 hours) or ask the M365 admins to confirm the assignment.
Single Sign-On
Users sign in with Use Custom Domain > company > SSO. They shouldn't need a separate password.