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            Verify That You Meet the Next-Generation Product Requirements

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            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.

            Required Editions

            Outlook integration is available in Salesforce Classic and Lightning Experience in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

            Einstein Activity Capture is available in Lightning Experience and all versions of the Salesforce mobile app in Essentials, Professional, Enterprise, Performance, and Unlimited Editions

            Salesforce for Outlook is available in Salesforce Classic and Lightning Experience in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            Important
            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.

            Use the Setup Req. Checklist sheet you copied from the Salesforce for Outlook Migration Worksheets to take notes on setup requirements. Track requirements that you and your IT admin must address or any that you can’t meet.

            Note
            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.
            1. Meet with your Microsoft Exchange or IT admin and review the resources listed in steps a, b, and c. Confirm that your reps’ computing environments and your Exchange server configuration support the next-generation products.
              1. Check whether you meet the basic system requirements by using our interactive decision-making site, Design Your Perfect Salesforce Email Integration.
              2. If you can narrow your options using the site, verify that you meet the complete system requirements too. See Outlook Integration System Requirements and Einstein Activity Capture System Requirements.
              3. If changes to your server are needed, discuss with your Exchange or IT admin whether it’s possible to update your reps’ computing environments to meet system requirements. Establish a timeline for implementing changes. If using the migration worksheets, track action items on the Setup Req. Checklist sheet.
            2. Review the Salesforce edition and license requirements described in Learn About the Support Differences Between Salesforce for Outlook and the Next Generation Products. Confirm that you meet Salesforce subscription requirements also. Work with the person at your company who manages your Salesforce account, or reach out to your Salesforce contact.
            3. Plan for any required changes. If using the migration worksheets, track action items on the Setup Req. Checklist sheet.

            If you can’t adjust your computing environment, Exchange server configuration, or Salesforce subscription to meet product requirements, you have other options. Remember that we continue to develop Outlook Integration and Einstein Activity Capture to meet your needs. Check the Salesforce release notes each release to learn whether the enhancement you want was delivered. Or, explore the third-party solutions available on AppExchange.

             
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