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            Add Microsoft® Outlook® Events to Salesforce for Outlook (Retiring) Records

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            Add Microsoft® Outlook® Events to Salesforce for Outlook (Retiring) Records

            Add Outlook events to Salesforce records by using the Salesforce Side Panel. The event is added to the Salesforce record as an activity, which you can see on the record’s Activity History or Open Activities related lists.

            Required Editions

            Available in: Salesforce Classic
            Available in: Lightning Experience, if Salesforce Classic is available in your org.
            Available with the purchase of Sales Cloud or Government Cloud in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To display the Salesforce Side Panel in Outlook: Side Panel in your Outlook configuration
            To add Outlook emails (including attachments), events, and tasks to Salesforce records: Add Email in your Outlook configuration
            To add emails (including attachments), events, and tasks to multiple contacts: Allow Users to Relate Multiple Contacts to Tasks and Events in Activity Settings
            Important
            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.
            1. In Outlook, select an event or event series you want to add to Salesforce records. You can add an event to multiple contacts, and to one other record with which you can associate tasks, such as an account, a case, or an opportunity.
              Add Events to Salesforce Records with the Salesforce Side Panel
            2. In the Salesforce Side Panel, click Salesforce Side Panel Add Event Icon for the contact, account, case, opportunity, or lead to which you want to add the event.
              You’ll see Salesforce Side Panel Added Event Icon after you add the event.
            3. Review the Salesforce records to which you added your event.
             
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