Itemize Replacement Features That You Want to Roll Out

To assist you throughout your rollout, start comparing the list of features you were using to the list of next-generation features available to you. Then, assess the differences.

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.

Building this list helps to coordinate these aspects of your rollout.

• Prepares you to mimic the experience reps had with Salesforce for Outlook as closely as possible.
• Helps you identify rollout guidelines that you are required to follow.
• Helps you track progress of individual migration steps.
• Prepares you to track differences on which to train your reps.

To get started quickly, consider using the Feature Usage Checklist sheet from the Salesforce for Outlook Migration Worksheets to take your notes.

Note To work with the Salesforce for Outlook Migration Worksheets, click the link, and then copy and paste the sheets into a new Quip document. Or use another application that edits spreadsheets, such as Microsoft Excel or Google Sheets. After you copy and paste each sheet into your own spreadsheet, make it your own. Track notes and progress to keep organized during your rollout. Plus, we give you advice about how to use it along the way.

Update these details on the Feature Usage Checklist sheet.

• Indicate which Salesforce for Outlook features or settings you were using and which users or profiles had access. See Retain Salesforce for Outlook Configuration Details.
• Spend some time using the Feature Usage Checklist to compare features 1:1 between Salesforce for Outlook and the next-generation products.

  As you review 1:1 feature comparisons, use the spreadsheet to indicate which Outlook Integration or Einstein Activity Capture features you plan on rolling out. The Replacement product: Feature availability column describes key differences you must review and links to more details.

  If you can’t decide on a feature right now, flag the feature with the Considering option and revisit this feature later. In subsequent topics, we review more information that can help you finalize your decision.

• Add any follow-up or action items to the Admin notes column.

If you prefer not to use the migration worksheet, use these resources to create your own process for comparison.

• The notes we suggest that you take on your old Salesforce for Outlook configurations. See Retain Salesforce for Outlook Configuration Details.
• Our detailed list of next-generation feature differences. See Learn about the Feature Differences Between Salesforce for Outlook (Retiring) and the Next-Generation Products.

Confused about any of the differences described in the migration worksheet or Salesforce Help? Visit the Outlook/Gmail Integration & Sync Trailblazer Community and post your question. To make sure we update our resources, tag your question with #SFOmigrationguide.