You are here:
Roles Required to Set Up the Outlook Integration
Setting up the integration with Microsoft® Outlook® requires a Salesforce administrator, a Microsoft Exchange server admin, and the users running the integration within Outlook.
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 |
Note Each Exchange server setup is different. We’ve provided high-level instructions for basic
and common Exchange server setups. If you run into problems, contact Salesforce to get the
integration up and running.
| What | Salesforce Admin | Exchange Admin | Outlook User | More About This Step |
|---|---|---|---|---|
| Confirm that your server, clients, and browsers meet the requirements |
|
|
Outlook Integration System Requirements | |
| Set up your Microsoft Exchange server |
|
Microsoft Exchange Server Setup for the Outlook Integration | ||
| Turn on the integration in Salesforce |
|
Turn On the Outlook Integration in Salesforce | ||
| Ensure that sales reps can access the integration while they’re in Outlook |
|
|
|
The integration requires the Salesforce add-in within Outlook. You can either push the add-in from your Exchange server, or you can have each rep get the app from the Microsoft AppSource store. |
| Connect an Outlook account to Salesforce |
|
Get the Outlook Integration via the Salesforce Add-In | ||
| Optional | ||||
| Add Inbox features to the Outlook integration |
|
Extend the Outlook and Gmail Integrations with Inbox | ||
| Customize which components are included in the Outlook integration or change the pane’s layout |
|
Customize the Email Application Pane for Outlook and Gmail | ||
Did this article solve your issue?
Let us know so we can improve!
