View and Work with Salesforce Data in Outlook and Gmail
With the integration, you can access Salesforce data from an email and create
Salesforce records without leaving your email application. Staying in the email application
saves you time and helps ensure that Salesforce is up to date with the latest communications.
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
Create Salesforce Records from Outlook and Gmail You’re having a productive day reading and responding to email messages, connecting with your customers, and following up on leads. You see an email from a new prospect and you want to add the prospect to Salesforce, or you want to capture a new task. Add the records to Salesforce without leaving your email.
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