Email integrations provide sales reps with Salesforce data directly in Microsoft Outlook and Gmail. Review the features available in each environment.
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 |
The Outlook integration (with or without email productivity features) is available in the Microsoft AppSource Store as a Salesforce add-in. The Gmail integration (with or without email productivity features) is available in the Chrome Web Store as a Salesforce Chrome extension. Some email productivity features are also available when sending email from Lightning Experience.
The table lists the features available in each environment.
| Feature | Outlook and Gmail Integration | Outlook and Gmail Integration with Email Productivity Features |
|---|---|---|
| Use the Lightning App Builder to customize the layout and features that reps see (admins only) | Yes | Yes |
| Add Lightning components, including AppExchange components (admins only) | Yes | Yes |
| Log emails and events to Salesforce records | Yes | Yes |
| Log emails and events to Salesforce records created from custom objects | Yes | Yes |
| Log emails and events to Salesforce records from a shared folder | Yes | Yes |
| Create Salesforce contacts, leads, and other records | Yes | Yes |
| Log a call by using a global action | Yes | Yes |
| Use Lightning and HTML email templates | Yes | Yes |
| Report on activities | Yes | Yes |
| Insert available times for internal and external meetings and schedule meetings on behalf of a colleague* | -- | Yes |
| Insert a scheduling link that the recipient uses to create internal and external meetings at a time that works for them* | -- | Yes |
| Insert the next three available meeting times for each of the next three business days, excluding the current business day* | -- | Yes |
| Schedule emails to send later* | -- | Yes |
| View, edit, and create text shortcuts | -- | Yes |
| Know when recipients open emails | Yes | Yes |
| Know when recipients click links in emails | Yes | Yes |
| Tasks | -- | -- |
*Also available when sending an email from Lightning Experience if you have an Inbox license.
Some Einstein features, available in Lightning Experience, are also available.
| Einstein Feature | Outlook and Gmail Integration | Outlook and Gmail Integration with Email Productivity Features |
|---|---|---|
| Einstein Activity Capture for automatic email and event logging | Yes | Yes |
| Einstein Sales Emails | Yes | Yes |
| Lead Scoring | Yes | Yes |
| Opportunity Scoring | Yes | Yes |
| Opportunity Insights | Yes | Yes |
| Account Insights | Yes | Yes |
| Email Insights | -- | -- |
| Recommended Connections | -- | -- |