Security Implementation Guide

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Desktop Client Access Overview

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Connect for Outlook, Connect Offline, Connect for Office, and Connect for Lotus Notes are desktop clients that integrate Salesforce with your PC. As an administrator, you can control which desktop clients your users can access as well as whether users are automatically notified when updates are available. To set permissions for Salesforce for Outlook, use the “Manage Email Client Configurations” permission.

You can set users' access to desktop client by editing their profiles.

The desktop client access options are:

Option Meaning
Off (access denied) The respective client download page in users’ personal settings is hidden. Also, users can't log in from the client.
On, no updates The respective client download page in users’ personal settings is hidden. Users can log in from the client but can't upgrade it from their current version.
On, updates w/o alerts Users can download, log in from, and upgrade the client, but don't see alerts when a new version is made available.
On, updates w/alerts Users can download, log in from, and upgrade the client. They can see update alerts, and can follow or ignore them.
On, must update w/alerts Users can download, log in from, and upgrade the client. When a new version is available, they can see an update alert. They can't log in from the client until they have upgraded it.

Connect Offline is the only client available with Developer Edition. In Personal, Group, and Professional Editions, all users have the system default “On, updates w/o alerts” for all clients.

  • Desktop client access is available only for users whose profiles have the “API Enabled” permission.
  • If users in your organization have a Connect for Outlook version earlier than 2.0 (such as version 115), and their profile setting is “Off (access denied)” or “On, must update w/alerts,” the error Invalid Salesforce API request may occur when they attempt to log in to Connect for Outlook. Users with Connect for Outlook 2.0 or later will see an appropriate descriptive message.

Note

If users can see alerts and they have logged in to Salesforce from the client in the past, an alert banner automatically appears in the Home tab when a new version is available. Clicking the banner opens the Check for Updates page, where users can download and run installer files. From their personal settings, users can also access the Check for Updates page, regardless of whether an alert has occurred.