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Things to Know Before Replacing the Side Panel in Salesforce for Outlook (Retiring)
If you're replacing the side panel with our next-generation product, you're setting up the Outlook Integration. Review these considerations and follow our recommended rollout guidelines.
Required Editions
| Outlook integration is available in Salesforce Classic and Lightning Experience in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
Create Salesforce Records from Outlook
Starting in Summer ’21, the action menu in the Salesforce for Outlook side panel is unavailable. The action menu was the button in the side panel that let reps create Salesforce records directly from Outlook. To let reps create records from Outlook again, give them access to the Outlook integration. As with Salesforce for Outlook, you can create and assign Outlook integration action menus using email application publisher layouts. If you already have email application publisher layouts assigned to Salesforce for Outlook users, these same layouts and assignments work for the Outlook Integration. During Outlook integration testing, ask your testers to verify that they can access the same actions as they could with the Salesforce for Outlook action menu. See Create Salesforce Records from Outlook and Gmail.
Using Outlook Integration with Einstein Activity Capture
Outlook Integration and Einstein Activity Capture were designed to work together. But there are a few considerations for using the two products together.
To avoid seeing duplicates on the activity timeline, manual logging for Outlook integration is disabled for users set to these Einstein Activity Capture sync directions: Exchange to Salesforce and Both Directions. If you want to let reps continue to use manual logging with Outlook integration, reps must be set to the sync direction Salesforce to Exchange. Decide which option is best for your company, and tell your testers and users which behavior to expect.
Consider Enhanced Email
With the Outlook integration, if you turn on Enhanced Email, Outlook emails are logged as Salesforce emails. And reps can relate Outlook emails to multiple Salesforce contacts or leads. If you turn off Enhanced Email, Outlook emails are logged as Salesforce tasks. And when reps log those tasks to Salesforce, reps can’t relate tasks to multiple contacts or leads like they could with Salesforce for Outlook. This behavior occurs even when shared activities is turned on (the Allow Users to Relate Multiple Contacts to Tasks and Events option on the Activity Settings page in Setup).
Time Your Migration
Salesforce automatically disconnects the Salesforce for Outlook side panel when reps connect using Outlook integration. See Considerations for Running Outlook Integration and Salesforce for Outlook (Retiring) Simultaneously. If you begin your testing or rollout before the 2024 retirement, plan your rollout accordingly. Remember to tell sales reps when they can expect to lose access to Salesforce for Outlook and gain access to Outlook integration.
Review All Outlook Integration Considerations
Review these considerations for setting up the Outlook integration, which apply to all Outlook Integration users.
