Company, Relationship, Person, Company Person, Relationship Person, and Relationship Type are the only objects supported. Customerinfo object is not supported for token resolution in the Outlook Add-in.Templates with Survey and Report tokens are not displayed.For Non-Operational templates, the unsubscribe option is not available. Users can view both the Operational and Non-Operational templates.The following are some of the limitations of viewing Gainsight email templates in the add-in: Users can pin the Gainsight Assist Outlook side panel to automatically open the add-in panel when a new mail composer window is opened. However, the content in the template can be edited once they are copied to the composer. The email templates displayed in the side panel cannot be edited from the add-in.
Note: Only the templates with the Available to Users toggle switch ON in the Email Templates page are displayed. All the attachments, images, and tokens (except report and survey) are supported by this feature. When the email composer is opened, all the Gainsight email templates (except for the templates having report and survey tokens) which can be accessed by the user are displayed in the side panel, sorted on the basis of the last modified date. (connected to Microsoft 365 subscription)Įxchange Online: Microsoft 365 subscription, įor more information on the product version vs API set support in Microsoft Outlook, refer to the Outlook JavaScript API Requirement Setsarticle. Select an add-in to see more information about it.Add-ins are supported in Outlook on the following platforms: Turn an add-in on or off by sliding the toggle switch. On the Office add-ins page, you can do the following: Select the Store button or the Manage add-ins button on your add-ins bar. They also appear on the Message tab when you're reading or composing an email. They appear on the ribbon right next to the Store button. For example, this user installed the Translator for Outlook and Reply with eGift add-ins. The add-ins that you have installed automatically appear on your ribbon.
#SALESFORCE ADD IN FOR OUTLOOK 2013 FREE#
For paid add-ins and free trials, select Get it to finish your purchase. When you find an add-in you want, review its privacy policy.įor free add-ins, use the toggle controls to turn them on or off.
On the Add-Ins for Outlook page, browse for the add-in you want by selecting All and scrolling through the list, or search for an add-in by using the Search box. Note that the icon may look slightly different depending on your version of Outlook. In Outlook, click Home > Get Add-ins on the ribbon. Select an add-in to see more information about it on the right side of the page. Turn on or turn off an add-in by checking or clearing its check box in the Turned on column. Use the options on the toolbar to add more add-ins, uninstall an add-in, or refresh the page to see a list of the latest add-ins.
Select Find more add-ins for Outlook at the Office Store to go to the Office Store. On the Manage add-ins page, you can do the following:
#SALESFORCE ADD IN FOR OUTLOOK 2013 PASSWORD#
When you’re prompted to sign in, type the email address and password you use to sign in to Office programs. In Outlook, go to File > Manage Add-ins or Manage Apps. Note: If the Reading Pane ( View > Reading Pane) is set to Off, all add-ins will appear disabled. When you're in the main Outlook window (without a new message open), you can access your installed add-ins from the ribbon. When you're writing a new email message ( Home > New Email), you can access other installed add-ins from the Message ribbon. The add-ins that you have installed automatically appear in the gray add-in bar near the top of the message when there is data in the email that is related to the add-in.įor example, when you open an email message that has a street address, you'll see that the add-in's name, Bing Maps, is displayed in the add-in bar.Ĭhoose the add-in to access the data it offers. To get them, you’ll need Office 2013 or Office 2016 and Exchange 2013 or Exchange 2016, and your administrator needs to activate add-ins for Outlook. Note: If you don’t see the Manage add-ins (or Manage Apps) button, you won’t be able to get add-ins for Outlook.
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