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Explore Email and Calendar Integration Products
Salesforce provides several tools that integrate with Microsoft or Google email and calendar applications. If you’re using Salesforce for Outlook (Retiring) or Lightning Sync, prepare for the move to a replacement product.
Get to Know Our Integration Options
- Outlook or Gmail Integration
- Use the Outlook or Gmail integration to access Salesforce features and create Salesforce records in your email and calendar applications. A side panel shows Salesforce records that match an address in open emails or events. Sales reps can also manually relate emails, events, and contacts to Salesforce records without leaving their email or calendar application. Save your reps time and maintain consistent messaging for customers by using Lightning or Salesforce Classic email templates with the integration. Learn more about Outlook and Gmail integration features.
- Einstein Activity Capture
- Einstein Activity Capture works with Microsoft and Gmail to keep data between Salesforce and your email and calendar applications up to date. Emails and events that sales reps send and receive are automatically added to the activity timeline of related Salesforce records. Events and contacts are automatically kept in sync between connected accounts and Salesforce. For details, see What Does Einstein Activity Capture Do?.
- Inbox
- You can add Inbox, a productivity-boosting tool, to the Outlook or Gmail integration. Give reps access to features that let them insert availability for meetings, track when emails are opened, and schedule when to send emails. An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience. See the features available in each environment and explore ways to extend the Outlook or Gmail integration with Inbox.
- Send Email Through Gmail or Office 365
- If you don’t have Einstein Activity Capture or Inbox, your reps can still send emails from Salesforce through connected Gmail or Microsoft accounts. With Send Email Through Gmail or Office 365, users can write their emails in Lightning Experience and send them through their connected account. Emails sent from Salesforce look like they were sent from Gmail or Office 365, and they’re marked as sent in your reps’ email application. See Considerations for Send Email Through Gmail™ or Office 365™ to make sure that Send Email Through Gmail or Office 365 is right for you.
Replace Salesforce for Outlook (Retiring) or Lightning Sync
If you’re using Salesforce for Outlook (Retiring) or Lightning Sync, now is a great time to consider moving to next-generation products. In Summer ’21, the Salesforce for Outlook panel action menu was retired. In the Winter ’21 release, Lightning Sync became unavailable to new Salesforce customers. Salesforce for Outlook is being retired. Find out how you can replace your reps’ favorite features with our next-generation products.
- Contact and event sync
- Einstein Activity Capture syncs contacts and events between Microsoft or Google applications and Salesforce. Plus, it offers new productivity-boosting features for sales reps. Compare features and application support for Lightning Sync and Einstein Activity Capture.
- Side panel
- Sales reps can use the side panel in Outlook or Gmail integration to work with Salesforce records and features in their email and calendar applications. If you purchase Inbox licenses, sales reps can access even more Salesforce productivity features using the side panel.
We're here to help you and your sales reps prepare for a smooth transition. For more details on replacing Salesforce for Outlook, check out our migration guide, Move from Salesforce for Outlook (Retiring) to the Next-Generation Products. Is your team migrating from Lightning Sync? Get Ready to Move from Lightning Sync to Einstein Activity Capture.
