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Considerations for Setting Up the Outlook or Gmail Integration
Before setting up the Outlook or Gmail integration, review limitations and other information about how the integrations work.
Required Editions
| Available with Sales, Service, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
General
- Setting up the Outlook or Gmail integration requires administrative access to Salesforce, and in some scenarios, to your email server. Work with your IT professional for server configuration, and review which role is required for each step in the process.
- The Outlook and Gmail integration include the base integration experience, and Inbox features are unlocked when users are set up to use Inbox.
- When Salesforce is set up with single sign-on (SSO), reps are asked to log in to Salesforce the first time they access the integration. In typical My Domain and SSO configurations, reps can choose the Custom Domain option on the Salesforce login page and enter your My Domain login URL. After sales reps navigate to your domain, they’re authenticated in Salesforce and working in the integration.
- When logging in to the Outlook integration with custom login flows enabled, users only see the flow during the initial login session and when they manually log out. If a session expires due to inactivity, the custom login flow won’t appear.
- For Outlook integrations created before Spring ‘25, review the Knowledge Article Microsoft Updating Salesforce Outlook Integration 2024.
Outlook and Gmail Integration Features
- The Outlook and Gmail integrations use email application panes to define the layout of components in the integration side panel. The default pane gets you up and running quickly. To include, exclude, or reorder components in the email application pane, you can create custom email application panes and assign them to user profiles.
- Users can view and edit records related to an email or an event. Review these considerations
for viewing and editing records in the Outlook and Gmail integration.
- You can’t change the order or change the tabs that appear in the record detail.
- The fields available in the Details tab are shown in the order they’re defined in the page layout for that user. Any Lightning components added to the page layout aren’t shown in the integration.
- If the user has access to Chatter, the record detail includes a Chatter tab with the record’s Chatter feed.
- If a task can be related and the user has access to the activity timeline, the record detail also includes an Activity tab.
- To automatically log emails to related Salesforce records, set up Einstein Activity Capture. Users who are configured in Einstein Activity Capture to capture emails see sharing options instead of manual logging options in the integration.
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