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Deploy the Outlook Integration to Users
To use the Outlook integration, each sales rep needs the Salesforce add-in, which provides the integration features. The add-in includes the base integration experience, and Inbox features are unlocked when a user is set up to use Inbox.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Method | Notes |
|---|---|
| Microsoft AppSource (Recommended) | We recommend that you or your users get the Salesforce add-in from Microsoft AppSource. Installing the add-in from Microsoft AppSource ensures that your Outlook integration updates with new features after each Salesforce release. It’s best to work with your Exchange admin or IT department to deploy the add-in using Microsoft Centralized Deployment from the Exchange server. Distributing the add-in is helpful when users don’t have the permissions required to install add-ins themselves or when they can’t reach Microsoft AppSource. To determine whether Centralized Deployment is the right solution for you, see Determine if Centralized Deployment of add-ins works for your organization in the Microsoft documentation. See the following Microsoft documents based on your server.
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| Manifest File | If your company security policies don’t allow access to Microsoft AppSource, you can download an XML manifest file to get the add-in. Infrequently, some features can require a change to the manifest file. If you use the manifest file to install the add-in, you must reinstall it to access features that require an update to the file. Check the release notes for each release for alerts about features that require a file update. Get the file from the Outlook Integration and Sync page in Salesforce setup. The file opens as an XML file in your web browser. Use the browser’s Save As feature to save the page as a file. Then, either give the file to users so they can add it to their Outlook client, or deploy the add-in using Microsoft Centralized Deployment (MCD). If you give the file to users, they can install the file using the Add from File option in Outlook. According to Microsoft, Centralized Deployment can take 24–72 hours. |
To learn more about installing, launching, and managing the Salesforce add-in from Outlook, see the following Microsoft documentation.
