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#Uninstall salesforce for outlook mac install#
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#Uninstall salesforce for outlook mac windows#

If a prospect record already exists, the email is simply added as an activity associated with the prospect. The new record will likely only have an email address and other fields may need to be filled in at a later point.

A new prospect record, assigned to the user who sent the email, is created in Pardot.

Links are tracked to the first recipient in the To: field of the email.

Any link beginning with is rewritten as an individually tracked link.

When an email is sent via the plug-in’s Send with PD button, the following actions occur: If the prospect already exists in Pardot, the email will be added to the existing record as an activity. Using this will automatically track all links in your email (they must be written as and assign the recipient (the first address in the To: field) to you as a new prospect. If you do not see the button, ensure that you are on the Message tab when composing a new or replying to an existing email.

You will now see a Send with PD button next to your normal send button.

You will be notified of whether or not your login information is correct. Note that your Pardot credentials may be different from your CRM or email credentials.

Click on the Prospect Insight tab and enter your Email Address and Pardot Password.

Once the installation completes, open Outlook 2007.

#Uninstall salesforce for outlook mac install#

If you are prompted to install Microsoft Office Primary Interop Assemblies (necessary for adding plug-ins), click Install.

NET 3.5 framework that is required to run certain plug-ins for Outlook 2007.

#Uninstall salesforce for outlook mac download#

Click the download link that you were given and start the installation.Completely close out of Microsoft Outlook 2007.You will also need to close any open Microsoft Office applications such as Word, Excel, Powerpoint, Outlook, etc.

#Uninstall salesforce for outlook mac windows#

Add-ins for Outlook 20 are available here.īefore starting, uninstall any previous version of the Pardot for Outlook add-in by going to Add / Remove programs in the Windows Control Panel. The Pardot Outlook add-ins are only compatible with Windows operating systems (they are not compatible with Macs).This will provide valuable insight into any prospect activity that occurs as a result of your message. Simply click the Send with PD button and any links in your email will automatically be tracked behind the scenes. Pardot’s Microsoft Outlook 2007 add-in allows you to send tracked emails to prospects directly from within your default email interface.