Salesforce Docs Portal

Get the Outlook Integration via the Salesforce Add-In

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.

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

To install the app from the store, find the add-in via the Salesforce listing in the Microsoft AppSource store. Click Get Now to start the installation process.

Important
Important Some companies restrict individual access to Microsoft AppSource. Therefore, we recommend that your email administrator or IT department deploys the Salesforce add-in for you. However, if you have access to the Microsoft AppSource store, you can install the Salesforce add-in yourself.

To learn more about launching and managing the Salesforce add-in desktop versions of Outlook and for Outlook on the web, see the Microsoft documentation.

See Also