Move from Salesforce for Outlook (Retiring) to the Next-Generation Products

To help your sales reps continue syncing and working between Salesforce and Microsoft Outlook, learn about moving to the Outlook integration and Einstein Activity Capture.

Important Full product retirement for Salesforce for Outlook is scheduled for December 2027. See Salesforce for Outlook Retirement. To keep integrating Microsoft Outlook with Salesforce, check out our next-generation products: the Outlook integration and Einstein Activity Capture. See Move from Salesforce for Outlook (Retiring) to the Next-Generation Products.

1. Salesforce for Outlook Is Retiring
   Salesforce for Outlook has been helping reps stay productive for a long time. Learn about retirement details and your options for integrating Microsoft Outlook with Salesforce after retirement.
2. Prepare for Salesforce for Outlook Retirement
   If you’re thinking about moving to a replacement product, retain important details before you lose access to them. That way, you can provide a smoother migration experience for your sales reps and avoid any migration issues with sync.
3. Prepare for the Move From Salesforce to Outlook to a Replacement Product
   As you prepare for feature retirement of Salesforce for Outlook, you can start preparing for your move to a replacement product. First we introduce you to the next-generation products offered by Salesforce, including a high-level comparison with Salesforce for Outlook. Then we help you sort through other considerations to decide which products are right for your company.
4. Test Your Next-Generation Product Rollout
   When you’ve followed all the pre-rollout steps, you’re ready to test your Outlook Integration and Einstein Activity Capture rollouts. Follow these steps to get started. And remember, we encourage you to run your tests in sandbox, or with a small group of test users.
5. Roll Out the Next-Generation Products in Production
   When you finish testing, get feedback from your testers and revise your rollout plan. If you must, repeat testing multiple times, updating your plan each time to work out all of the snags. Then, when you’re ready, follow the remaining steps below. When you’re done, return to your rollout plan, and repeat the rollout again--this time in production.
6. Reference Considerations for Moving from Salesforce for Outlook (Retiring) to the Next-Generation Products
   Before you move from Salesforce for Outlook to the Outlook integration and Einstein Activity Capture, get up to speed on these product differences. Salesforce for Outlook is scheduled for full retirement in June 2024.