--- schema_version: "1" id: 552794059af43a30e29e377273f8fc4c9af0e4ed5d14cf81de8003d38b08adef title: Guidelines for Setting Up the Outlook Integration collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/app_for_outlook_setup_considerations.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_considerations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 81d860f99bc8da6f53e4a3e93d2d3a3a559d0252da9dd257a52b4d783797e01c description: Before setting up the integration with Microsoft Outlook, review which features you want to enable and whether sales reps need access to different components. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Guidelines for Setting Up the Outlook Integration Before setting up the integration with Microsoft Outlook, review which features you want to enable and whether sales reps need access to different components. ### Required Editions
Available in: Salesforce Classic and Lightning Experience
Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
## Email Client For better performance, turn on Use Cached Exchange Mode in the Outlook Account Settings on the client. When Use Cached Exchange Mode is on, an error can occur more often because an email is temporarily out of sync with the Exchange Server. To learn more, see the [Microsoft documentation](https://support.microsoft.com/en-us/help/4483878/erroritemnotfound-when-office-add-ins-make-rest-calls-against-item-id). ## Salesforce Add-In and Setup - Each sales rep needs the Salesforce add-in within Microsoft Outlook, which is available from Microsoft AppSource. We recommend that either users get the add-in from Microsoft AppSource or that Exchange admins get the add-in and distribute it using Microsoft Centralized Deployment (MCD). If your security policies don’t allow access to Microsoft AppSource, download an install file available on the Outlook Integration and Sync page in Salesforce setup. According to Microsoft, Centralized Deployment can take 24–72 hours. - As of February 1, 2022, users accessing the Outlook integration in an SSO setup, who are also assigned the Multi-Factor Authentication for User Interface Logins user permission, aren’t required to enter multi-factor challenges. This behavior applies to all Salesforce orgs. - The Outlook integration respects the session timeout duration set in Salesforce. When a session times out, users are prompted that their session expired. If the user mapping created when the user first logged in to the integration still exists, clicking OK in the prompt refreshes the integration without logging in again. See the existing user mappings in the Outlook Integration and Sync page in Salesforce setup. - Salesforce includes a managed list of Microsoft Outlook web app domains, such as outlook.com and office365.com. To ensure that your reps who access their Outlook email on the web can use the integration, use the Salesforce-managed list on the integration setup page. Add your trusted domains, such as webmail.your\_company.com if your users access Outlook on the web using URLs that are specific to your company. ## Outlook Integration Features and Optional Setup - The Outlook integration uses publisher layouts to define the global quick actions such as creating contacts, leads, and opportunities. The integration includes a default set of actions. To give users access or to deny access to certain global quick actions within the integration, add or change the publisher layout. - By using Enhanced Email, reps can easily associate the emails that they compose to relevant Salesforce records. When Enhanced Email is disabled, emails are associated as tasks. Also enable Email to Salesforce. - To allow users to log an event to more than one contact, enable Shared Activities. - For Sales Engagement users who also use Einstein Activity Capture, the integration adds the Email to Salesforce Address as a BCC recipient on emails. That address is automatically generated for a user in their My Email to Salesforce Settings during setup. The BCC address is used to log engagement for Sales Engagement and doesn’t log the email as a task. - There are limitations if an object has multiple record types and the New button in the object’s related list is overridden. The integration supports the New button only if you skip the record type selection page in the override configuration. ## Outlook Integration in Safari on an iPad Buttons on the email application pane, such as Save and Cancel, are at the bottom of the pane. #### See Also - [Deploy the Outlook Integration to Users](https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_install_addin_from_exchange.htm&release=264.0.0&type=5 "To use the Outlook integration, each sales rep needs the Salesforce add-in, which provides the integration features. The add-in includes the base integration experience, and Inbox features are unlocked when a user is set up to use Inbox.") - [Enhanced Email and the Outlook Integration](https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_enhanced.htm&release=264.0.0&type=5 "Turn on Enhanced Email in the Outlook integration and Sync setup page so sales reps can relate emails to relevant Salesforce records quicker and more easily.") - [Set Up Email to Salesforce](https://help.salesforce.com/s/articleView?id=sales.email_my_email_2_sfdc_setup.htm&release=264.0.0&type=5 "To be able to use Email to Salesforce, start by configuring it.") - [Email Application Publisher Layouts](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_set_up_publisher.htm&release=264.0.0&type=5 "Salesforce admins can set up Outlook integration and Gmail integration users to create accounts, cases, leads, opportunities, and custom objects directly from their email applications. Reps create records using actions menus, which you can set up from Salesforce. Your company’s Salesforce edition determines how you set up action menus and whether you can customize them.") - [Multi-Factor Authentication](https://help.salesforce.com/s/articleView?id=xcloud.security_overview_2fa.htm&type=5&language=en_US) - [Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&release=264.0.0&type=5 "Eliminate manual data entry and transform a list of engagements into action. Einstein Activity Capture syncs your Microsoft or Google account with Salesforce, linking email and calendar activities to the relevant contacts, leads, and opportunities. Einstein Activity Capture gives your team and AI agents the critical context needed to make their next move.") - [Enable Quick Text](https://help.salesforce.com/s/articleView?id=service.quick_text_enable.htm&type=5&language=en_US) - [Email Address Internationalization (EAI)](https://help.salesforce.com/s/articleView?id=sales.emailadmin_eai.htm&release=264.0.0&type=5 "Connect with users across the globe by using non-Latin-based characters in email addresses when sending emails from Salesforce.") - [_External Link:_ "ErrorItemNotFound" Error when Office Add-ins Make REST Calls Against an Outlook item ID](https://support.microsoft.com/en-us/help/4483878/erroritemnotfound-when-office-add-ins-make-rest-calls-against-item-id)