When you first plan to use Salesforce within outlook, you will need to connect your Kendal College and Salesforce’s accounts.
- Open Outlook 2016, select View – Salesforce, then Log into Salesforce
2. Enter your Salesforce username and password
3. A verification code will be emailed to you. Enter this code, then click next.
4. You will be asked to link your Salesforce account with your Kendal College email account, click the Confirm button.
5. Salesforce will now be open in your Outlook 2016 application.