--- schema_version: "1" id: f8e1199da304a745c2d356dcf7a20e4d879e0c2fbb3512d6842538807fffe927 title: Outlook and Gmail Integration Tour collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/email_int_user_overview.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.email_int_user_overview.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 16517f9325fa422be0777530b622f87183045f27f1b6d88dd1540244a76bb030 description: The integration appears as a side panel next to an open email or event in your email. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Outlook and Gmail Integration Tour The integration appears as a side panel next to an open email or event in your email. ### 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
[![Watch Video Demo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/resources-global/_corporate/images/play_btn.png) Connecting to Salesforce in Outlook (English Only)](https://salesforce.vidyard.com/watch/zoRh8vTo8kN1PAPRwxsJsN) [![Watch Video Demo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/resources-global/_corporate/images/play_btn.png) Connecting to Salesforce in Gmail (English Only)](https://salesforce.vidyard.com/watch/oGKxdxnyAyKfbmwXJeaZVV?) To access the integration side panel, click ![Blue Salesforce cloud icon.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/email_integrations/email_int_cloud_icon.png). In desktop versions of Outlook, the icon is available in the Ribbon. In Outlook on the web, find the icon in the toolbar on open emails and events. In Gmail, the icon is next to your email inbox or calendar along with other extensions. ![images/app\_for\_outlook\_workspace1.png](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/email_integrations/app_for_outlook_workspace1.png) In Outlook, to keep the panel open as you move through your email, click the pin icon (1). The pin option is available in Outlook 2016 on Windows that is installed using Click-to-Run with build 7900 or later, later versions of Outlook, and in Outlook on the web. In Gmail, the pane stays open until you close it. The side panel updates to show Salesforce records, such as accounts, opportunities, contacts, and leads that match an address in the open email or event (2). Your Salesforce admin determines the components available in the integration, but it typically includes a place to view the people associated with an email, related accounts, and opportunities. To view more details, such as Chatter feeds, the activity timeline, and related lists, select a matching record. You can also edit record details directly in the pane. The content and fields available to you in the record details are based on access permissions in Salesforce. To keep Salesforce up to date, log the email or event to a matching record (3). Select the records to log the email or event to before saving. When you’re composing an email, the content and components in the integration pane change to include components such as email templates. Use the navigation bar in the integration pane to create Salesforce records, search for records, launch Salesforce for more information, and to view notifications (4). #### See Also - [Outlook and Gmail Integration](https://help.salesforce.com/s/articleView?id=sales.email_int_overview.htm&release=264.0.0&type=5 "Sales reps spend a good portion of their day working in their email, and switching back to Salesforce to get customer, prospect, and opportunity information. Isn’t it time to use email and Salesforce together? The Salesforce integration with Outlook® and Gmail™ helps your reps manage their sales more efficiently. Your reps can view, edit, and add Salesforce records directly from their email, and relate emails and events to Salesforce records.") - [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.") - [Gmail Integration System Requirements](https://help.salesforce.com/s/articleView?id=sales.app_for_gmail_system_requirements.htm&release=264.0.0&type=5 "Make sure that your system meets these requirements before you integrate with Gmail™.") - [Explore Email and Calendar Integration Products](https://help.salesforce.com/s/articleView?id=sales.sfo_vs_email_connect.htm&release=264.0.0&type=5 "Salesforce provides several tools that integrate with Microsoft or Google email and calendar applications. If you’re using Salesforce for Outlook (Retiring) or Lightning Sync, prepare for the move to a replacement product.") - [Considerations for Running Outlook Integration and Salesforce for Outlook (Retiring) Simultaneously](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_n_ec_limits.htm&release=264.0.0&type=5 "While you can enable both the Outlook integration and the Salesforce for Outlook Side Panel in the same organization, users can’t run both Microsoft® integration features at the same time.")