Loading

'Add Email' icon not visible from the Salesforce for Outlook side panel

Julkaisupäivä: Apr 30, 2026
Kuvaus

This article explains why the Add Email icon (envelope icon) may not be visible in the Salesforce for Outlook side panel. Salesforce for Outlook is a legacy Microsoft Outlook integration. If you are using a newer version of Outlook integration, see Outlook Integration with Einstein Activity Capture.
Note: Salesforce for Outlook has been retired. Salesforce recommends migrating to the Outlook Integration with Einstein Activity Capture for continued support.
There are two possible reasons why the Add Email icon is not visible in the Salesforce for Outlook side panel:

  1. The Edit Tasks system permission is not enabled on the user's profile.
  2. The Add Email option is not enabled in the Outlook Configuration for your organization.

Both of these conditions must be met for the Add Email envelope icon to appear in the side panel.
Example: If a sales representative opens Outlook and cannot see the Add Email envelope icon in the Salesforce for Outlook side panel, the most likely cause is either a missing profile permission or an unchecked setting in the Outlook Configuration.

Ratkaisu

Follow the steps below to check both possible root causes. Steps are provided for both Salesforce Classic and Lightning Experience.

Check if 'Edit Tasks' is Disabled on the User's Profile

Classic

  1. Click Setup.
  2. In the Quick Find box, enter profile.
  3. Click Profiles.
  4. Click the Profile Name of the affected user.
  5. Click System Permissions.
  6. Verify that Edit Tasks is enabled. If it is not enabled, click Edit, check the box, and click Save.

Lightning Experience

  1. Click the gear icon.
  2. Click Setup.
  3. In the Quick Find box, enter profile.
  4. Click Profiles.
  5. Click the Profile Name of the affected user.
  6. Click System Permissions.
  7. Verify that Edit Tasks is enabled. If it is not enabled, click Edit, check the box, and click Save.

To learn more, review System Permissions in the Enhanced Profile User Interface.

Check if 'Add Email' is Disabled in the Outlook Configuration

Classic

  1. Click Setup.
  2. Select Desktop Administration.
  3. Click Outlook Configuration.
  4. Click Edit next to the configuration assigned to the affected user.
  5. Under Data Settings, make sure the Add Email checkbox is selected.
  6. Click Save.

Lightning Experience

  1. Click the gear icon.
  2. Click Setup.
  3. Click Email.
  4. Click Outlook Configuration.
  5. Click Edit next to the configuration assigned to the affected user.
  6. Under Data Settings, make sure the Add Email checkbox is selected.
  7. Click Save.

Notes:

  • To see the Add Email envelope icon in the side panel, both the Side Panel and Add Email checkboxes must be selected in the Outlook Configuration.
  • Changes to the Outlook Configuration affect all users assigned to that configuration.

After saving the configuration, launch Outlook and the Salesforce for Outlook add-in. The Add Email envelope icon should now be visible in the side panel.

Knowledge-artikkelin numero

000385989

 
Ladataan
Salesforce Help | Article