---
schema_version: "1"
id: 024032e6dfd517f3b8175ec5f20e9593e88f6b01d1ea9ecbd74449ae517571f5
title: Roles Required to Set 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_required_roles.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_required_roles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f02d86c2a6011399c2f36e5299c50438a2902c291b476e8a287b6ecbd3a2bbaa
description: Setting up the integration with Microsoft® Outlook® requires a Salesforce admin, a Microsoft Exchange server admin, and the users running the integration within Outlook.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud, Service Cloud, and Lightning Platform in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

![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 Each Exchange server setup is different. We’ve provided high-level instructions for basic and common Exchange server setups. If you run into problems, contact Salesforce to get the integration up and running.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:15.205913410770858%">
        <col style="width:13.621964097148892%">
        <col style="width:13.410770855332633%">
        <col style="width:10.559662090813095%">
        <col style="width:47.201689545934535%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d57269e90">What</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d57269e93">Salesforce Admin</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d57269e96">Exchange Admin</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d57269e99">Outlook User</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d57269e102">More About This Step</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="What" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e90 ">Confirm that your server, clients, and browsers meet the requirements</td>

          <td data-label="Salesforce Admin" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" headers="d57269e93 ">Yes </td>

          <td data-label="Exchange Admin" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" headers="d57269e96 ">Yes </td>

          <td data-label="Outlook User" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e99 ">--</td>

          <td data-label="More About This Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e102 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_system_requirements.htm&amp;release=264.0.0&amp;type=5" title="Make sure that your system meets these requirements before you integrate with Microsoft Outlook.">Outlook Integration System Requirements</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="What" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e90 ">Set up your Microsoft Exchange server</td>

          <td data-label="Salesforce Admin" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e93 ">--</td>

          <td data-label="Exchange Admin" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" headers="d57269e96 ">Yes </td>

          <td data-label="Outlook User" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e99 ">--</td>

          <td data-label="More About This Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e102 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_exchange_prep.htm&amp;release=264.0.0&amp;type=5" title="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.">Microsoft Exchange Server Setup for the Outlook Integration</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="What" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e90 ">Turn on the integration in Salesforce</td>

          <td data-label="Salesforce Admin" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" headers="d57269e93 ">Yes </td>

          <td data-label="Exchange Admin" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e96 ">--</td>

          <td data-label="Outlook User" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e99 ">--</td>

          <td data-label="More About This Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e102 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_turn_on.htm&amp;release=264.0.0&amp;type=5" title="Turn on the Outlook integration so your sales reps can access Salesforce in Microsoft® Outlook®.">Turn On the Outlook Integration in Salesforce</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="What" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e90 ">Make that sales reps can access the integration while they’re in Outlook</td>

          <td data-label="Salesforce Admin" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" headers="d57269e93 ">Yes </td>

          <td data-label="Exchange Admin" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" headers="d57269e96 ">-- </td>

          <td data-label="Outlook User" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" headers="d57269e99 ">Yes </td>

          <td data-label="More About This Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e102 ">
            <p>The integration requires the Salesforce add-in within Outlook. You can either
              push the add-in from your Exchange server, or you can have each rep get the app from
              the Microsoft AppSource store.</p>
            <p><a href="https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_install_addin_from_exchange.htm&amp;release=264.0.0&amp;type=5" title="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.">Deploy the Outlook Integration to Users</a></p>
            <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_user_setup_1.htm&amp;release=264.0.0&amp;type=5" title="To use the integration, each Outlook user needs the Salesforce add-in for Microsoft Outlook. How each user gets the add-in is up to the email administrator and IT department at your company. After the add-in is installed, open it in Outlook, connect your email account, and then manage the add-in like you do other Microsoft add-ins.">Get the Outlook Integration via the Salesforce Add-In</a></p>
          </td>

        </tr>
        <tr class="">
          <td data-label="What" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e90 ">Connect an Outlook account to Salesforce</td>

          <td data-label="Salesforce Admin" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e93 ">--</td>

          <td data-label="Exchange Admin" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e96 ">--</td>

          <td data-label="Outlook User" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" headers="d57269e99 ">Yes </td>

          <td data-label="More About This Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e102 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_user_setup_1.htm&amp;release=264.0.0&amp;type=5" title="To use the integration, each Outlook user needs the Salesforce add-in for Microsoft Outlook. How each user gets the add-in is up to the email administrator and IT department at your company. After the add-in is installed, open it in Outlook, connect your email account, and then manage the add-in like you do other Microsoft add-ins.">Get the Outlook Integration via the Salesforce Add-In</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="What" class="slds-cell-wrap" colspan="4" style="vertical-align:top;" headers="d57269e90 d57269e93 d57269e96 d57269e99 ">
            <strong>Optional </strong>
          </td>

          <td data-label="More About This Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e102 ">&nbsp;</td>

        </tr>
        <tr class="">
          <td data-label="What" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e90 ">Add Inbox features to the Outlook integration</td>

          <td data-label="Salesforce Admin" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" headers="d57269e93 ">Yes </td>

          <td data-label="Exchange Admin" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e96 ">--</td>

          <td data-label="Outlook User" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e99 ">--</td>

          <td data-label="More About This Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e102 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.email_int_setup_inbox_parent.htm&amp;release=264.0.0&amp;type=5" title="Add Inbox productivity features to the integration with Microsoft® Outlook® and with Gmail to provide your sales reps with more tools. Features include productivity enhancers such as availability scheduling for meetings, tracking when emails are opened, and scheduling when to send emails. Add one or all the productivity features for your sales reps.">Extend the Outlook and Gmail Integrations with Inbox</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="What" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e90 ">Customize which components to include in the Outlook integration or change the
            pane’s layout </td>

          <td data-label="Salesforce Admin" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" headers="d57269e93 ">Yes </td>

          <td data-label="Exchange Admin" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e96 ">--</td>

          <td data-label="Outlook User" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e99 ">--</td>

          <td data-label="More About This Step" class="slds-cell-wrap" style="vertical-align:top;" headers="d57269e102 ">
            <a href="https://help.salesforce.com/s/articleView?id=sales.email_int_setup_custom_pane_parent.htm&amp;release=264.0.0&amp;type=5" title="You can tailor the email application pane used in Microsoft® Outlook® and in Gmail™ to better fit how your reps do their work.">Customize the Email Application Pane for Outlook and Gmail</a>
          </td>

        </tr>
      </tbody>
    </table>