--- schema_version: "1" id: 007bfa1e2c42e8a533892e7b6dd1a9592e6a8335512a38347cd4d23f0968ec75 title: Set Up the Integration with Outlook 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_parent.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_parent.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 134689c955f1efacb2cf7ba51a3d3d7e3e28adcef20d265dc2275602c6364668 description: 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. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Set Up the Integration with Outlook 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_tip.png) Tip Check out this feature in Salesforce Go! Find a guided setup experience, explore more content, discover related features, and monitor feature usage. See [Discover and Set Up Features With Salesforce Go](https://help.salesforce.com/s/articleView?id=xcloud.setup_salesforce_go.htm&type=5&language=en_US). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png) 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](https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_system_requirements.htm&release=264.0.0&type=5)** Make sure that your system meets these requirements before you integrate with Microsoft Outlook. - **[Roles Required to Set Up the Outlook Integration](https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_required_roles.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_considerations.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_attachment_guidelines.htm&release=264.0.0&type=5)** Make sure that you understand how the Outlook integration works with email attachments. - **[Microsoft Exchange Server Setup for the Outlook Integration](https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_exchange_prep.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_turn_on.htm&release=264.0.0&type=5)** Turn on the Outlook integration so your sales reps can access Salesforce in Microsoft® Outlook®. - **[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. #### See Also - [_Implementation Guide:_ Outlook Integration Implementation Guide](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/sales_outlook_integration_impl_guide.pdf) - [_Security Guide:_ Salesforce Email Integration Security Guide](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/sales_email_integration_security.pdf)