SS&C Tier1 Inbox may already be installed for you by your IT team, if not, follow instructions below for installing. Note that installing it on one platform installs it on all Outlook versions so you only have to do this once.
WEB/NEW OUTLOOK
Open a browser tab and log into your web Outlook version https://outlook.office.com/mail/. Click on any email and then click on Apps menu on the left navigation. Icon looks like squares within a larger square.
Click Add apps.
Search for SS&C in search bar.
Click on the app with publisher SSC Technologies, Inc
Click Add.
Go back to your mail view in Outlook, and select an email, click on the same Apps icon.
Search for SS&C Tier1 and right click and Pin. The add-in will now always appear beside the Apps icon.
Inbox panel opens beside the email and it will prompt you for your Salesforce login URL. Add your Salesforce mydomain URL and then optionally name Production to whatever you like. For example, use ssnc.my.salesforce.com.
Click Login to Salesforce and enter your username and password. If you are using single sign on, then use your computer username and password.
You can click on the Pin icon and the app will always open on the side panel.
CLASSIC OUTLOOK
Open Outlook and select an email.
Click on All Apps menu in the ribbons under Home (Near top right in Outlook).
Click Add Apps.
Search for SS&C in search bar.
Click on the app with publisher SSC Technologies, Inc
Click on it and click Add.
Go back to your mail view in Outlook, click on Show Panel of your Outlook ribbon. It should be the last ribbon since you just installed it.
Inbox panel opens beside the email and it will prompt you for your Salesforce login URL. Add your Salesforce mydomain URL and then optionally name Production to whatever you like. For example, use ssnc.my.salesforce.com.
Click Login to Salesforce and enter your username and password. If you are using single sign on, then use your computer username and password.
You can click on the Pin icon and the app will always open on the side panel.
MANUAL
Download the Tier1 Inbox manifest XML from this link. It will open a new browser and load XML. Right click anywhere and then Save As and give it a name such as Inbox production manifest.
In your preferred browser, go to https://aka.ms/olksideload. This opens Outlook on the web, and after a few seconds, opens the Add-Ins for Outlook.
Click on My add-ins menu on the left.
Scroll down to the Custom Addins section. In the Custom Addins section, select Add a custom add-in, then choose Add from file.
Select the XML file you saved in step 1.
Confirm installation.
Go back to your mail view in web Outlook, and select an email, click on the same Apps icon beside your reply, reply all, and forward buttons.
Search for Tier1 Inbox and click on it.
Inbox panel opens beside the email and it will prompt you for your Salesforce login URL. Add your Salesforce mydomain URL and then optionally name Production to whatever you like. For example, use ssnc.my.salesforce.com.
Click Login to Salesforce and enter your username and password. If you are using single sign on, then use your computer username and password.