View and Work with Salesforce Data in Outlook and Gmail

With the integration, you can access Salesforce data from an email and create Salesforce records without leaving your email application. Staying in the email application saves you time and helps ensure that Salesforce is up to date with the latest communications.

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

Guidelines for Logging Email from Outlook and Gmail to Salesforce
Keep your opportunities moving and your teammates up to date with your latest communications. Log email messages to Salesforce people, contacts, leads, and other records.
Guidelines for Logging Events from Outlook and Gmail to Salesforce
Log your calendar events from Outlook or Google Calendar to Salesforce contacts, leads, and other records.
Create Salesforce Records from Outlook and Gmail
You’re having a productive day reading and responding to email messages, connecting with your customers, and following up on leads. You see an email from a new prospect and you want to add the prospect to Salesforce, or you want to capture a new task. Add the records to Salesforce without leaving your email.

View and Work with Salesforce Data in Outlook and Gmail

Required Editions

See Also