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Learn about the Support Differences Between Salesforce for Outlook (Retiring) and the Next-Generation Products
To prepare for your move from Salesforce for Outlook, review the Outlook integration and Einstein Activity Capture systems requirements and supported Salesforce licenses and editions.
You can use our handy decision-making tool, Design Your Perfect Salesforce Email Integration to help you decide which product is best for you.
| Product Detail | Salesforce for Outlook | Outlook Integration + Einstein Activity Capture |
|---|---|---|
| Supported Microsoft applications | See Salesforce for Outlook System Requirements. | Our next-generation products aren’t compatible with Microsoft Outlook 2010 or Microsoft Exchange 2010. Microsoft has announced a pending end of support for those applications. To continue integrating Microsoft with Salesforce, move to versions of Outlook and Exchange that both Microsoft and Salesforce support. See: |
| Supported Salesforce user interfaces |
Supports syncing contacts, events, and tasks that are created or edited in the Salesforce mobile app. |
Both products are supported in Lightning Experience. Outlook Integration is also supported in Salesforce Classic. Einstein Activity Capture also supports syncing and capturing contacts and events that are created or edited in the Salesforce mobile app. |
| Supported editions |
|
Both products are supported in:
Outlook Integration is also supported in Group and Developer editions. |
| Supported user licenses | Requires the standard Salesforce license with the purchase of Sales Cloud or Government Cloud. | Outlook Integration requires the standard Salesforce license with the purchase of Sales Cloud, Service Cloud, or Lightning Platform. Einstein Activity Capture supports up to 100 users on the standard Salesforce license with Sales Cloud purchase. To set up more than 100 users for Einstein Activity Capture, a paid upgrade to Sales Cloud Einstein, Inbox, or Sales Engagement is required. See What Is Einstein Activity Capture Standard? If you can’t upgrade, you can move to Outlook integration only or to a third-party app on AppExchange for now. For customers who subscribed to Salesforce before Winter ’21, Lightning Sync is also an option. |
| Data storage | Data is stored on Microsoft servers and Salesforce servers only. | The Outlook integration stores data on Microsoft servers and Salesforce servers only. If customers upgrade to Inbox, and some data is stored using a public cloud provider. See Salesforce Email Integration Security Guide. With Einstein Activity Capture, data is stored on Microsoft servers, Salesforce servers, and some data is stored using a public cloud provider. See Einstein Activity Capture Security. |
| Salesforce access to your email server | Salesforce for Outlook in an installed desktop application that requests user-level authentication access to Outlook accounts. | Outlook Integration is a Microsoft Office add-in available from the Microsoft Store that requests user-level authentication access to Outlook accounts. See Salesforce Email Integration Security Guide. Einstein Activity Capture offers user-level authentication and an IT admin-configured connection option that lets your admin scope access to your email server user-by-user. See Connect Salesforce to Exchange or Google and Einstein Activity Capture Security. |
| Support for hybrid server deployments (deployments with users on both Exchange Online and on-premises Exchange servers) | Available | Available for Outlook Integration and Einstein Activity Capture capture functionality. Not available for sync. See What Does Einstein Activity Capture Do? |
