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This guide covers the one-time setup process for connecting the Salesforce Outlook Add-in to your North Central University account across all platforms.
Configuration Overview
To access University data, you must authenticate through our specific instance. This setup must be completed on every device where you use Outlook.
In this article:
Step 1: Locate the Plugin
The location of the Salesforce icon varies depending on your version of Outlook. Use the table below to find the tool on your platform.
| Platform |
Instructions |
| Outlook Desktop |
Look for the blue Salesforce Cloud icon in the main Home ribbon at the top of your screen. |
| Outlook on the Web |
Open an email, click the Apps icon or More Actions (...) menu in the message header, and select Salesforce. |
Step 2: Configure Custom Domain
Domain Configuration Steps
- Click Log In to Salesforce in the side panel.
- If prompted, click Allow for new windows.
- Click the "Use Custom Domain" link in the bottom right corner.
- Enter the domain:
northcentraluniversity
- Click Continue.
Avoid Login Errors
Critical: Do not enter your username on the initial login screen. You must select "Use Custom Domain" first.
Step 3: Authenticate & Confirm
Once the custom domain is set, you will be redirected to the University's standard login portal.
Final Login Steps
- Select Log In with your NCU ID.
- Enter your University credentials.
- Click the blue Confirm button to authorize.
- Wait for the initial sync to complete.
Setup Complete: You are ready to use the tool!
Step 1: SSO Login
Step 2: Authorization
