How to setup Salesforce for Outlook

Jonathan Santoya -

In order for your Salesforce for Outlook to sign in with your Jet Linx information you will need to follow these steps


On the bottom right click the two arrows and right click on the Salesforce icon and then Settings...

The Salesforce login will pop up and now click the pull down menu, to change login URL, and select Other...

Now enter the url and press ok

It will load and pop up a sign in for your Jet Linx username and password and check remember credentials, so you don't have to continuously login

Change your bookmarks for Salesforce to take you to the same url


**This was made to help with not memorizing multiple passwords for every login**

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