Set Up Email Options for Salesforce for Outlook (Retiring)

Important Full product retirement for Salesforce for Outlook is scheduled for December 2027. See Salesforce for Outlook Retirement. To keep integrating Microsoft Outlook with Salesforce, check out our next-generation products: the Outlook integration and Einstein Activity Capture. See Move from Salesforce for Outlook (Retiring) to the Next-Generation Products.

Enable the Salesforce Side Panel

Let your sales reps see Salesforce contacts and leads that are relevant to your reps’ emails and events.

1. From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
2. If you're modifying an existing Outlook configuration, click Edit next to the one that you want to modify. Otherwise, click New Outlook Configuration, and then complete the required fields.
3. Select Side Panel.
4. Save your changes.

Let Side Panel Sales Reps Add Emails, Attachments, Events, and Tasks to Records

The Add Email setting lets them add Outlook emails and their attachments (), events (), and tasks () to their Salesforce records directly from the side panel. You can also let your reps Allow users to select attachments (), which lets sales reps choose specific attachments to add to Salesforce, instead of automatically including them all.

1. From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
2. If you're modifying an existing Outlook configuration, click Edit next to the one that you want to modify. Otherwise, click New Outlook Configuration, and then complete the required fields.
3. Select Side Panel.
4. Select Add Email.
5. To let reps choose specific attachments to add to Salesforce, select Allow users to select attachments.
6. Save your changes.

Let Users Who Aren’t Working in the Side Panel Add Emails and Attachments to Records

For sales reps who don’t have the side panel enabled, the Add Email setting adds the Add Emails and Send and Add buttons to the Outlook ribbon. The setting also lets your reps add up to 10 emails simultaneously to Salesforce.

1. From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
2. If you're modifying an existing Outlook configuration, click Edit next to the one that you want to modify. Otherwise, click New Outlook Configuration, and then complete the required fields.
3. Deselect Side Panel.
4. Select Add Email.
5. Save your changes.
6. If you don't have My Email to Salesforce enabled, click Enable in the popup message to enable it.

Let Users Who Aren’t Working in the Side Panel Create Cases from Outlook

For sales reps who don’t have the side panel enabled, the Create Cases setting adds the dropdown list button to Outlook. The setting also lets your reps create Salesforce cases from Outlook emails. If you’ve enabled the side panel for your reps, you can give them access to the Side Panel Publisher. The publisher lets your reps create various kinds of Salesforce records directly from the side panel.

Note Before you can enable the Create Case feature, review and complete the procedures in Set Up Create Case for Salesforce for Outlook (Retiring) Users. Then, return to this topic to complete this procedure.

1. From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
2. If you're modifying an existing Outlook configuration, click Edit next to the one that you want to modify. Otherwise, click New Outlook Configuration, and then complete the required fields.
3. Clear the Side Panel option.
4. Select Create Case. Then, choose one of these links.
   • Recommended: Choose an Existing Create Case Destination, which lets you choose existing destinations. You can choose up to 10 destinations for each Outlook configuration.
   • Create a New Create Case Destination. To create one, save your work first, then create the destination. After that, return to the Outlook Configuration page to complete the Create Case setup requirements.
5. Save your changes.