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Roles Required to Set Up the Outlook Integration
Setting up the integration with Microsoft® Outlook® requires a Salesforce admin, a Microsoft Exchange server admin, and the users running the integration within Outlook.
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 |
Note Each Exchange server setup is different. We’ve provided high-level instructions for basic
and common Exchange server setups. If you run into problems, contact Salesforce to get the
integration up and running.
| What | Salesforce Admin | Exchange Admin | Outlook User | More About This Step |
|---|---|---|---|---|
| Confirm that your server, clients, and browsers meet the requirements | Yes | Yes | -- | Outlook Integration System Requirements |
| Set up your Microsoft Exchange server | -- | Yes | -- | Microsoft Exchange Server Setup for the Outlook Integration |
| Turn on the integration in Salesforce | Yes | -- | -- | Turn On the Outlook Integration in Salesforce |
| Make that sales reps can access the integration while they’re in Outlook | Yes | -- | Yes | The integration requires the Salesforce add-in within Outlook. You can either push the add-in from your Exchange server, or you can have each rep get the app from the Microsoft AppSource store. |
| Connect an Outlook account to Salesforce | -- | -- | Yes | Get the Outlook Integration via the Salesforce Add-In |
| Optional | ||||
| Add Inbox features to the Outlook integration | Yes | -- | -- | Extend the Outlook and Gmail Integrations with Inbox |
| Customize which components to include in the Outlook integration or change the pane’s layout | Yes | -- | -- | Customize the Email Application Pane for Outlook and Gmail |
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