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Outlook and Gmail Integration and Inbox Email Productivity Features
Email integrations provide sales reps with Salesforce data directly in Microsoft Outlook and Gmail. Review the features available in each environment.
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 |
The Outlook integration (with or without email productivity features) is available in the Microsoft AppSource Store as a Salesforce add-in. The Gmail integration (with or without email productivity features) is available in the Chrome Web Store as a Salesforce Chrome extension. Some email productivity features are also available when sending email from Lightning Experience.
The table lists the features available in each environment.
| Feature | Outlook and Gmail Integration | Outlook and Gmail Integration with Email Productivity Features |
|---|---|---|
| Use the Lightning App Builder to customize the layout and features that reps see (admins only) | Yes | Yes |
| Add Lightning components, including AppExchange components (admins only) | Yes | Yes |
| Log emails and events to Salesforce records | Yes | Yes |
| Log emails and events to Salesforce records created from custom objects | Yes | Yes |
| Log emails and events to Salesforce records from a shared folder | Yes | Yes |
| Create Salesforce contacts, leads, and other records | Yes | Yes |
| Log a call by using a global action | Yes | Yes |
| Use Lightning and HTML email templates | Yes | Yes |
| Report on activities | Yes | Yes |
| Insert available times for internal and external meetings and schedule meetings on behalf of a colleague* | -- | Yes |
| Insert a scheduling link that the recipient uses to create internal and external meetings at a time that works for them* | -- | Yes |
| Insert the next three available meeting times for each of the next three business days, excluding the current business day* | -- | Yes |
| Schedule emails to send later* | -- | Yes |
| View, edit, and create text shortcuts | -- | Yes |
| Know when recipients open emails | -- | Yes |
| Know when recipients click links in emails | -- | Yes |
| Tasks | -- | -- |
*Also available when sending an email from Lightning Experience if you have an Inbox license.
Some Einstein features, available in Lightning Experience, are also available.
| Einstein Feature | Outlook and Gmail Integration | Outlook and Gmail Integration with Email Productivity Features |
|---|---|---|
| Einstein Activity Capture for automatic email and event logging | Yes | Yes |
| Einstein Sales Emails | Yes | Yes |
| Lead Scoring | Yes | Yes |
| Opportunity Scoring | Yes | Yes |
| Opportunity Insights | Yes | Yes |
| Account Insights | Yes | Yes |
| Email Insights | -- | -- |
| Recommended Connections | -- | -- |
