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.

1. Explore Our Latest Microsoft Integration Products
   As you start your plan to replace Salesforce for Outlook, which is retiring, consider our next generation of Microsoft integration products: the Outlook Integration and Einstein Activity Capture. For now, start getting acquainted with the next-generation products and the similarities and differences with Salesforce for Outlook. Consider whether you think your reps need features offered by both the Outlook Integration and Einstein Activity Capture, or just one of these products. In other topics, we help you sort through other considerations to decide whether the next-generation products are right for your company. For some customers, a third-party alternative from AppExchange is the best option.
2. Verify That You Meet the Next-Generation Product Requirements
   After considering Outlook Integration and Einstein Activity Capture features to replace Salesforce for Outlook, which is retiring, verify that you meet product requirements. Review requirements for your reps’ computing environments and your Salesforce editions and licenses. Meet with your Microsoft Exchange or IT admin and the person at your company who manages your Salesforce account, if that’s not you.
3. Verify That the Next-Generation Products Meet Your Security Requirements
   Salesforce takes your data security seriously. Our Microsoft Integration products apply stringent Salesforce security measures when establishing a connection with your email service. But for companies in highly regulated industries, your Exchange or IT admins can require an extra security review.
4. Choose Which Next-Generation Products You Want to Roll Out
   After getting to know the products and verifying that requirements are met, it's time to decide which products to roll out.
5. Start Your Migration and Test Plan
   A successful product rollout starts with a solid plan. To avoid issues like duplicated data or missing records for sync, follow these guidelines for planning your Salesforce for Outlook migration.
6. Review Things to Know Before Rolling Out Replacement Products
   Before you start your move from Salesforce for Outlook to a replacement product or products, review these migration considerations and follow our recommended rollout guidelines.