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            Remove Microsoft® Outlook® Emails from Salesforce for Outlook (Retiring) Records

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            Remove Microsoft® Outlook® Emails from Salesforce for Outlook (Retiring) Records

            You can remove Microsoft Outlook emails from your Salesforce records with the Side Panel for Salesforce for Outlook.

            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

            AND

            Enable on Email to Salesforce
            To add specific email attachments to Salesforce: Allow users to select attachments 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
            To add emails to multiple Salesforce records that accept tasks: Contact Salesforce Customer Support
            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.

            Complete this procedure using the Salesforce Side Panel, a feature that's available in Salesforce for Outlook. You can learn about the side panel in Add Microsoft® Outlook® Emails to Salesforce Records.

            1. In Outlook, select the email you want to remove from Salesforce records.
            2. In the Salesforce Side Panel, find the Salesforce record from which you want to remove the email. The upper section of the side panel displays the records to which you’ve already added your email.
            3. With your mouse, hover over Salesforce Side Panel Add Email Icon, which turns to Salesforce Side Panel Remove Email Icon, then click it to remove your email from the Salesforce record. The side panel displays updates for the remaining Salesforce records to which you’ve added your email.
              Salesforce Side Panel Updated Email Status

            See Also

             
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