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.

1. Disable Salesforce for Outlook (Retiring) for Your Testers
   If you’re starting your rollout before the December 2027 retirement of Salesforce for Outlook, avoid product conflicts by deactivating Salesforce for Outlook configurations for your testers or users. Or, if the retirement has passed, you can simply uninstall Salesforce for Outlook for your testers or users.
2. Roll Out the Outlook Integration to Your Testers or Users
   Follow these steps to roll out the Outlook Integration to your testers or users.
3. Roll Out Einstein Activity Capture to Your Testers or Users
   Follow these steps to roll out Einstein Activity Capture to your testers or users.