The integration between Salesforce and Microsoft® Outlook® requires both server-side setup and a short client-side setup procedure. Review the system requirements and ensure that your email server is set up to communicate with the integration. Turn on the integration and push the Salesforce add-in to your Outlook users.
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 |
Tip Check
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Note The Outlook integration and the ability to sync contacts and events with Einstein Activity
Capture or Lightning Sync are often used together. If you’re also setting up Einstein Activity
Capture or Lightning Sync, there’s setup required for those products and features.
- Outlook Integration System Requirements
Make sure that your system meets these requirements before you integrate with Microsoft Outlook. - Roles Required to Set Up the Outlook Integration
Setting up the integration with Microsoft® Outlook® requires a Salesforce admin, a Microsoft Exchange server admin, and the users running the integration within Outlook. - 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. - Guidelines for Logging Email Attachments in the Outlook Integration
Make sure that you understand how the Outlook integration works with email attachments. - Microsoft Exchange Server Setup for the Outlook Integration
Depending on your Exchange server and Outlook versions, and the features that your reps need, set up Exchange Web Services (EWS) so the server can communicate with Salesforce. To determine if Exchange server setup is required for the Outlook integration in your implementation, review the configuration options and considerations for each approach. - Turn On the Outlook Integration in Salesforce
Turn on the Outlook integration so your sales reps can access Salesforce in Microsoft® Outlook®. - Deploy the Outlook Integration to Users
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
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.