Salesforce and Microsoft Outlook integration products

Outlook Integration

When you work in Outlook, using Outlook on the web, Outlook 2016, Outlook for Mac 2016, or Outlook 2013, you can manage your sales more efficiently.

Relate email or Events and attachments to Salesforce records, and create Salesforce records directly in Outlook.

For more, see Outlook Integration.

Outlook Integration with Inbox and Einstein activity capture

Integrate email and calendar with Salesforce with a suite of productivity features. Einstein Activity Capture lets you automatically log emails and events.

The Outlook Integration with Inbox client lets you increase productivity from your inbox on every email. 

For more, see Salesforce Inbox .

Lightning Sync for Microsoft Exchange

Salesforce admins can set up Lightning Sync so reps can sync contacts and events between Microsoft® Exchange and Salesforce.

Salesforce admins and IT pros complete several steps, both on your Exchange server and in Salesforce.

For more, see See the Big Picture for Setting Up Lightning Sync for Microsoft® Exchange.

Salesforce for Outlook

A Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.

Relate email or Events and attachments to Salesforce records, and create Salesforce records directly in Outlook.

For more, see Salesforce for Outlook. 

Admins will no longer be able to download and setup Salesforce for Outlook since it is already in the maintenance-only phase. Salesforce for Outlook will be retired in December 2027.

For more, see Salesforce for Outlook Retirement

Email to Salesforce

Let your users add email to Salesforce records. Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce. That way, it’s easy to track sales-related communications.

For more, see Enable Email to Salesforce for Your Users.