The integration between Salesforce and Microsoft® Outlook® requires both server-side
setup and a short client-side setup procedure. Review the system requirements and ensure that your
email server is set up to communicate with the integration. Turn on the integration and push the
Salesforce add-in to your Outlook users.
Required Editions
Available in: Salesforce Classic and
Lightning Experience
Available with Sales Cloud, Service Cloud, and Lightning Platform in:
Essentials, Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
Tip Check
out this feature in Salesforce Go! Find a guided setup experience, explore more content,
discover related features, and monitor feature usage. See Discover and Set Up Features With Salesforce Go.
Note The Outlook integration and the ability to sync contacts and events with Einstein Activity
Capture or Lightning Sync are often used together. If you’re also setting up Einstein Activity
Capture or Lightning Sync, there’s setup required for those products and features.
Roles Required to Set Up the Outlook Integration Setting up the integration with Microsoft® Outlook® requires a Salesforce admin, a Microsoft Exchange server admin, and the users running the integration within Outlook.
Guidelines for Setting Up the Outlook Integration Before setting up the integration with Microsoft Outlook, review which features you want to enable and whether sales reps need access to different components.
Microsoft Exchange Server Setup for the Outlook Integration Depending on your Exchange server and Outlook versions, and the features that your reps need, set up Exchange Web Services (EWS) so the server can communicate with Salesforce. To determine if Exchange server setup is required for the Outlook integration in your implementation, review the configuration options and considerations for each approach.
Deploy the Outlook Integration to Users To use the Outlook integration, each sales rep needs the Salesforce add-in, which provides the integration features. The add-in includes the base integration experience, and Inbox features are unlocked when a user is set up to use Inbox.
Enhanced Email and the Outlook Integration Turn on Enhanced Email in the Outlook integration and Sync setup page so sales reps can relate emails to relevant Salesforce records quicker and more easily.
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