Email and Calendar Integrations

You spend tons of time working prospects from your email and scheduling appointments from your calendar. After Salesforce admins set up these integration products, you can get your Salesforce work done directly from your Microsoft or Google applications such as Outlook, Gmail, and Google Calendar.

Get to Know the Tools Trailhead: Email and Calendar Integrations Explore Email and Calendar Integration Products Video: Introduction to Email and Calendar Integration Tools (6:35) Video: Connecting to Salesforce in Gmail (3:21)	Migrate from Legacy Products Lightning Sync Lightning Sync: Not Available for New Customers as of Winter ’21 Video: Migrate from Lightning Sync to Einstein Activity Capture (2:42) Move from Lightning Sync to Einstein Activity Capture Salesforce for Outlook Salesforce for Outlook (Retiring) Salesforce for Outlook Retirement Move from Salesforce for Outlook (Retiring) to the Next-Generation Products	Learn About the Integrations Outlook Video: See the Outlook Integration in Action (3:26) Trailhead: Outlook Integration Gmail Video: See the Gmail Integration in Action (3:20) Trailhead: Gmail and Google Calendar Integration
Plan Your Rollout Outlook Outlook Integration System Requirements Roles Required to Set Up the Outlook Integration Microsoft Exchange Server Setup for the Outlook Integration Gmail Gmail Integration System Requirements Outlook and Gmail Security Guide: Salesforce Email Integration	Set Up and Use the Integration Outlook Turn On the Outlook Integration in Salesforce Deploy the Outlook Integration to Users Gmail Turn On the Gmail Integration in Salesforce Get the Salesforce Extension for Chrome Outlook and Gmail Use the Outlook and Gmail Integrations Extend the Outlook and Gmail Integrations with Inbox	Learn About Einstein Activity Capture How Einstein Activity Capture Works Video: See Einstein Activity Capture in Action (6:27) Emails and Einstein Activity Capture Events and Einstein Activity Capture Contacts and Einstein Activity Capture
Plan Your Rollout Connected Accounts for Einstein Activity Capture Give Users Access to Einstein Activity Capture Einstein Activity Capture Security Considerations Before Setting Up Einstein Activity Capture	Set Up and Use Einstein Activity Capture Set Up Einstein Activity Capture Use Einstein Activity Capture Test, Monitor, or Reset Configurations Turn On Einstein Email Insights Add Recommended Connections to Lightning Pages	Analyze Your Activity Data Create Activities Reports on Contacts and Events

• Explore Email and Calendar Integration Products
  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.
• Outlook and Gmail Integration
  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.
• Einstein Activity Capture
  Eliminate manual data entry and transform a list of engagements into action. Einstein Activity Capture syncs your Microsoft or Google account with Salesforce, linking email and calendar activities to the relevant contacts, leads, and opportunities. Einstein Activity Capture gives your team and AI agents the critical context needed to make their next move.
• Salesforce Inbox
  Inbox features increase sales reps’ productivity on every email message, whether they’re on the go or at their desk.
• Lightning Sync
  Starting in Winter ’21, Lightning Sync isn’t available to new Salesforce orgs. Current users must migrate to Einstein Activity Capture before Lightning Sync retires in 2027. Also, if you use Lightning Sync with Microsoft Office 365 and Exchange Web Service (EWS), upgrade your authentication method to Microsoft Graph now to avoid service disruption. Microsoft announced that EWS is scheduled to retire in October 2026.
• Email Application Publisher Layouts
  Salesforce admins can set up Outlook integration and Gmail integration users to create accounts, cases, leads, opportunities, and custom objects directly from their email applications. Reps create records using actions menus, which you can set up from Salesforce. Your company’s Salesforce edition determines how you set up action menus and whether you can customize them.
• My Unresolved Items
  Einstein Activity Capture, Lightning Sync, Salesforce for Outlook (Retiring), and Email to Salesforce let you integrate the work you do from your email and calendar applications with Salesforce. Microsoft or Google items that aren’t automatically associated with Salesforce records appear in My Unresolved Items. Sales reps can review the unresolved items and associate them manually.
• Salesforce for Outlook (Retiring)
  Sync contacts, events, and tasks between your desktop-based version of Outlook and Salesforce. Select an email in Outlook to see related Salesforce records, like leads, contacts, tasks, and opportunities. And relate that email to the Salesforce records of your choice.
• Extended Mail Merge
  With Extended Mail Merge, you can merge data from your Salesforce accounts, contacts, leads, cases. opportunities, and custom objects into Microsoft Word documents. The documents can be made into form letters, envelopes, labels, or any Word document that you want to personalize for recipients. You can generate documents one at a time, or generate documents in bulk using mass mail merge.