Objective: This article is a how-to guide to help end users logging in to the Outlook Salesforce Add-in.
The Salesforce Add-in is located in outlook ribbon as shown below:
- Click the blue cloud icon to open the Salesforce Add-in pane. You will be prompted to log in to the Production environment. Click the log in to Salesforce button.
- A login window will open. Click on the option Use custom domain.
- In the next window, enter doctorsofbc as the custom domain, and then click Continue
- This returns you to the login screen with an addition option to log in using Okta.
- Click the Okta option, and you will be taken to the normal Okta login screen. Sign in with you everyday credential.
After you complete the Okta sign-in, the screen below will display to confirm your use of your DoBC account. Select confirm to complete your sign-in.
Your outlook Salesforce Add-in should refresh and ready for you to use.