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            Add Microsoft® Outlook® Tasks to Salesforce for Outlook (Retiring) Records

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            Add Microsoft® Outlook® Tasks to Salesforce for Outlook (Retiring) Records

            You can add Outlook tasks to multiple Salesforce contacts and to one other record that accepts tasks, like an account, a lead, or an opportunity. The task is added to the Salesforce record as an activity, which you can see on the record’s Activity History or Open Activities related lists.

            Required Editions

            Available in: Salesforce Classic
            Available in: Lightning Experience, if Salesforce Classic is available in your org.
            Available with the purchase of Sales Cloud or Government Cloud in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To display the Salesforce Side Panel in Outlook: Side Panel in your Outlook configuration
            To add Outlook emails (including attachments), events, and tasks to Salesforce records: Add Email in your Outlook configuration
            To add emails (including attachments), events, and tasks to multiple contacts: Allow Users to Relate Multiple Contacts to Tasks and Events in Activity Settings
            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.

            Add Outlook tasks to Salesforce records from Tasks in Microsoft Outlook.

            1. Select the task that you want to add to a Salesforce record.
            2. Click Side panel search icon in the side panel to display the Salesforce record to which you’d like to add the task.
            3. Click Add task icon next to the record in the search results.
              Salesforce side panel in Outlook tasks
              You’ll see Salesforce Side Panel Added Task Icon after you add the task.
             
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