Outlook Integration System Requirements

Either:

• Exchange Online with Office 365
• Exchange Online with GCC High (not supported if you also use Salesforce Inbox)
• Exchange 2019, 2016, or 2013 on-premises

Hybrid Exchange server environments are supported. For example, when some users connect to Exchange Online and some users connect using an on-premises Exchange server. Each user’s client must meet the client requirements.

On-Premises Exchange servers aren’t supported for orgs hosted in Hyperforce Government Cloud instances.

Review Microsoft Exchange Server Setup.

Any of the following:

• Outlook on the web.
• Office on Mac, version 16.89 (Build 24090815) or later.
• Office on Windows (Microsoft 365 subscription), version 2409 (Build 18025.20000) or later.
• Outlook on Windows (retail perpetual), version 2501 (Build 18429.20132) or later.
• Outlook on Windows (volume-licensed perpetual), version 2408 (Build 17932.20222) or later.

  Review Microsoft Nested App Auth Requirement Set

The Outlook integration is built on the Microsoft Office add-in framework. Microsoft develops and maintains that framework and it’s a non-SFDC application. To ensure you're running the most secure version, we recommend running the latest version of Outlook and Windows and applying all available security updates from Microsoft.

Any of the following:

• Office version 16.0.11629 or later running on Windows 10 version 1903 or later, including Office 365 or Office 2019 (retail only)
• Outlook in Office 2021, volume and retail version.
• Office 2019, unless it’s a volume-licensed version.
• Outlook on the web.
• New or legacy Outlook for Mac 2016 or 2019.
• For the best experience, we recommend using an Outlook version that supports pinning the Salesforce pane so that it’s always open. The pin is available in the following versions:
  • For Current or Office Insider channels users, the pin is available in Outlook 2016 for Windows build 7668.2000 and later.
  • For Outlook on the web users, the pin is available if the backed is Office 365.
  • For new or legacy Outlook for Mac users, the pin is available in version 16.13.180513 and later.
  • For Deferred channel users, the pin is available in Outlook 2016 for Windows build 7900.xxx and later.

For Outlook on the web users, any of these browsers on Windows or Mac operating systems. Make sure that the browser is set to allow cookies from Salesforce.

• Google Chrome, most recent stable version
• Mozilla Firefox, the most recent stable version. Set Enhanced Tracking Prevention to Standard or Strict. Add your company’s myDomain, the generic login.salesforce.com, and any Salesforce domains to the privacy preference exception list. Also add https://*.outlook.com, https://*.office.com, https://*.office365.com https://*.office365.us, and any Outlook URL used for login.
  • In newer Mozilla versions, add a site to the privacy preference exception list by following the instructions here: Enhanced Tracking Protection in Firefox for desktop
  • In older Mozilla versions, click + to add a site to the privacy preference exception list.
• Microsoft Edge, most recent stable version (Windows only). Set Tracking prevention to Basic. If you choose to leave Tracking prevention set to Balanced or Strict, add Salesforce domains as exceptions along with https://*.outlook.com, https://*.office365.com, https://*.office365.us, https://*.office.com, and any Outlook URL used for login.
• Apple Safari, the most recent stable version. Turn off Prevent cross-site tracking.
• Mobile browsers aren’t supported.

JavaScript API version 1.4 or later

Use version 1.8 or later if you don’t want to publicly expose your EWS endpoint. For more information, see Microsoft Exchange Server Setup.