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            Set Up the Outlook and Gmail Integrations

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            Set Up the Outlook and Gmail Integrations

            To integrate Salesforce with Microsoft® Outlook® or Gmail™ requires a server-side setup and a client-side setup. After setup, you can either use the default email application panes or customize them to meet your reps needs.

            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
            • 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.
            • Set Up the Gmail Integration in the Chrome Side Panel
              The Chrome side panel is visible as sales reps work in their email and calendar, and as they navigate from page to page in their browser.
            • Set Up the Integration with Outlook
              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.
            • Set Up the Integration with Gmail
              The integration between Salesforce and Gmail™ requires both Salesforce setup and a short client-side setup procedure. But don’t worry. You can turn on the integration and get the Salesforce extension up and running fast. After you’re set up, use the Lightning App Builder to create custom email application panes that can include different features for different sales reps.
            • Set Up Event Logging from Outlook and Gmail
              The Outlook and Gmail integrations let sales reps log events to Salesforce records. To get the most accurate picture of the events that sales reps are hosting, enable additional Salesforce options that also apply to logging events from Outlook and Gmail.
            • Customize the Email Application Pane for Outlook and Gmail
              You can tailor the email application pane used in Microsoft® Outlook® and in Gmail™ to better fit how your reps do their work.
            • Extend the Outlook and Gmail Integrations with Inbox
              Add Inbox productivity features to the integration with Microsoft® Outlook® and with Gmail to provide your sales reps with more tools. Features include productivity enhancers such as availability scheduling for meetings, tracking when emails are opened, and scheduling when to send emails. Add one or all the productivity features for your sales reps.
             
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