---
schema_version: "1"
id: f18b9deeccd3c596c024dc6abbf3d4cf31086e2056f0797fab816900783ec32f
title: Email and Calendar Integrations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/email_integration_admin_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.email_integration_admin_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0bc54a7af895e6a462931b6fbdda15a78dcbb11772391ecef2bdd43217855a92
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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.

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      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="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/learning_maps/lm_start.png" alt="Start"></span>
            </p>
            <p>
              <strong>Get to Know the Tools</strong>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/email-and-calendar-integrations-quick-look" target="_blank"><em>Trailhead: </em>Email and Calendar
                Integrations</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.sfo_vs_email_connect.htm&amp;type=5&amp;language=en_US" target="_blank">Explore Email and Calendar
                Integration Products</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/dH81vYGk5YYyE8jeRw9GzD" target="_blank"><em>Video:
                </em>Introduction to Email and Calendar Integration Tools
                (6:35)</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://salesforce.vidyard.com/watch/oGKxdxnyAyKfbmwXJeaZVV" target="_blank"><em>Video:
                </em>Connecting to Salesforce in Gmail (3:21)</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="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/learning_maps/lm_explore_2.png" alt="Migrate step"></span>
            </p>
            <p>
              <strong>Migrate from Legacy
                Products</strong>
            </p>
            <p>Lightning Sync</p>
            <p>
              <a href="https://help.salesforce.com/articleView?id=000353407&amp;type=1&amp;mode=1&amp;language=en_US" target="_blank">Lightning Sync: Not Available for
                New Customers as of Winter ’21</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/8yfvBUfJhMuXRnN3v2GU3e" target="_blank"><em>Video:
                </em>Migrate from Lightning Sync to Einstein Activity Capture
                (2:42)</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.lightning_sync_move_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Move from
                Lightning Sync to Einstein Activity
                Capture</a>
            </p>
            <p>Salesforce for Outlook</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_about.htm&amp;type=5&amp;language=en_US" target="_blank">Salesforce for Outlook
                (Retiring)</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/articleView?id=000353024&amp;type=1&amp;mode=1&amp;language=en_US" target="_blank">Salesforce for Outlook
                Retirement</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/articleView?id=sales.outlookcrm_sfo_move_parent.htm&amp;type=5&amp;language=en_US" target="_blank">Move from Salesforce for Outlook
                (Retiring) to the Next-Generation Products</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="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/learning_maps/lm_learn_1.png" alt="Learn about the Outlook and Google integrations step"></span>
            </p>
            <p>
              <strong>Learn About the
                Integrations</strong>
            </p>
            <p>Outlook</p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/zoRh8vTo8kN1PAPRwxsJsN" target="_blank"><em>Video:
                </em>See the Outlook Integration in Action
                (3:26)</a>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/content/learn/modules/outlook_integration" target="_blank"><em>Trailhead: </em>Outlook
                Integration</a>
            </p>
            <p>Gmail</p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/oGKxdxnyAyKfbmwXJeaZVV" target="_blank"><em>Video:
                </em> See the Gmail Integration in Action
                (3:20)</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://trailhead.salesforce.com/content/learn/modules/gmail_integration" target="_blank"><em>Trailhead: </em> Gmail and Google Calendar
                Integration</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="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/learning_maps/lm_build_2.png" alt="Prepare to set up the Outlook or Google integration step"></span>
            </p>
            <p>
              <strong>Plan Your Rollout</strong>
            </p>
            <p>Outlook</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_system_requirements.htm&amp;release=264.0.0&amp;type=5" title="Make sure that your system meets these requirements before you integrate with Microsoft Outlook.">Outlook Integration System Requirements</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_required_roles.htm&amp;release=264.0.0&amp;type=5" title="Setting up the integration with Microsoft® Outlook® requires a Salesforce admin, a Microsoft Exchange server admin, and the users running the integration within Outlook.">Roles Required to Set Up the Outlook Integration</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_exchange_prep.htm&amp;release=264.0.0&amp;type=5" title="Depending on your Exchange server and Outlook versions, and the features that your reps need, set up Exchange Web Services (EWS) so the server can communicate with Salesforce. To determine if Exchange server setup is required for the Outlook integration in your implementation, review the configuration options and considerations for each approach.">Microsoft Exchange Server Setup for the Outlook Integration</a>
            </p>
            <p>Gmail</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_gmail_system_requirements.htm&amp;release=264.0.0&amp;type=5" title="Make sure that your system meets these requirements before you integrate with Gmail™.">Gmail Integration System Requirements</a>
            </p>
            <p>Outlook and Gmail</p>
            <p style="margin-bottom:0;">
              <a href="https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/sales_email_integration_security.pdf" target="_blank"><em>Security
                  Guide: </em>Salesforce Email Integration</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="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/learning_maps/lm_integrate_1.png" alt="Set up the Outlook or Google integration step"></span>
            </p>
            <p>
              <strong>Set Up
                and Use the Integration</strong>
            </p>
            <p>Outlook</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_turn_on.htm&amp;release=264.0.0&amp;type=5" title="Turn on the Outlook integration so your sales reps can access Salesforce in Microsoft® Outlook®.">Turn On the Outlook Integration in Salesforce</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_outlook_setup_install_addin_from_exchange.htm&amp;release=264.0.0&amp;type=5" title="To use the Outlook integration, each sales rep needs the Salesforce add-in, which provides the integration features. The add-in includes the base integration experience, and Inbox features are unlocked when a user is set up to use Inbox.">Deploy the Outlook Integration to Users</a>
            </p>
            <p>Gmail</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_gmail_setup_turn_on.htm&amp;release=264.0.0&amp;type=5" title="Help your sales teams see, create, and modify Salesforce records directly in Gmail™.">Turn On the Gmail Integration in Salesforce</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.app_for_gmail_user_install.htm&amp;release=264.0.0&amp;type=5" title="To start using the integration with Gmail™, get the Salesforce extension from the Chrome Web Store and connect your email account.">Get
                the Salesforce Extension for Chrome</a>
            </p>
            <p>Outlook and
              Gmail</p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.email_int_user_parent.htm&amp;release=264.0.0&amp;type=5" title="Increase your productivity and work smarter and faster without leaving your email application. With the integration to Salesforce, see relevant Salesforce records in Outlook® and Gmail™, and relate email messages to Salesforce, keeping your teammates up-to-date with your communications.">Use the Outlook and Gmail Integrations</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=sales.email_int_setup_inbox_parent.htm&amp;release=264.0.0&amp;type=5" title="Add Inbox productivity features to the integration with Microsoft® Outlook® and with Gmail to provide your sales reps with more tools. Features include productivity enhancers such as availability scheduling for meetings, tracking when emails are opened, and scheduling when to send emails. Add one or all the productivity features for your sales reps.">Extend the Outlook and Gmail Integrations with Inbox</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="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/learning_maps/lm_learn_2.png" alt="Learn about Einstein Activity Capture step"></span>
            </p>
            <p>
              <strong>Learn About
                Einstein Activity Capture</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.aac_how_it_works.htm&amp;release=264.0.0&amp;type=5" title="Einstein Activity Capture captures or syncs email and event data, including participants, from the connected Microsoft or Google account and stores it in Salesforce. Understand at a high-level the relationship between your Microsoft or Google account data and how it connects to and powers your Salesforce data and features.">How Einstein Activity Capture Works</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/KriYKuFXjRqPYN7KXh8oLZ" target="_blank"><em>Video:
                </em>See Einstein Activity Capture in Action
                (6:27)</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.aac_guidelines.htm&amp;release=264.0.0&amp;type=5" title="This information is relevant only to versions of Einstein Activity Capture set up before the Summer ’25 release and that haven't updated to Sync Email as Salesforce Activity. If you have a newer version of Einstein Activity Capture or have migrated email to sync as activity, this information doesn't apply to you.">Emails and Einstein Activity Capture</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.aac_guidelines_sync.htm&amp;release=264.0.0&amp;type=5" title="Discover how Einstein Activity Capture handles your event data after it’s captured.">Events and Einstein
                Activity Capture</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=sales.aac_contact_sync_parent.htm&amp;release=264.0.0&amp;type=5" title="Discover how Einstein Activity Capture handles your contact data after it’s captured.">Contacts and
                Einstein Activity Capture</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="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/learning_maps/lm_build_2.png" alt="Prepare to set up Einstein Activity Capture step"></span>
            </p>
            <p>
              <strong>Plan
                Your Rollout</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.aac_system_requirements.htm&amp;release=264.0.0&amp;type=5" title="Before you set up Einstein Activity Capture, confirm that your Google or Microsoft® accounts are compatible.">Connected Accounts for Einstein Activity Capture</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.aac_setup_give_access.htm&amp;release=264.0.0&amp;type=5" title="Assign each user an Einstein Activity Capture license and a permission set. Then, make sure users are included in a configuration. Missing any of these can cause connection and access issues.">Give Users Access to Einstein Activity Capture</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.activity_capture_security_overview.htm&amp;release=264.0.0&amp;type=5" title="To protect your data and remain compliant, review the security features of Einstein Activity Capture. Security features include access and authentication, network access configuration, Exchange Web Services and Microsoft Graph API usage, data flow, storage, encryption, privacy, and retention policies.">Einstein Activity Capture Security</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=sales.aac_limitations.htm&amp;release=264.0.0&amp;type=5" title="Before setting up Einstein Activity Capture, review requirements, limitations, and other information about how it works.">Considerations Before
                Setting Up Einstein Activity Capture</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="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/learning_maps/lm_optimize_1.png" alt="Set up Einstein Activity Capture step"></span>
            </p>
            <p>
              <strong>Set Up and Use
                Einstein Activity Capture</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.aac_setup_parent.htm&amp;release=264.0.0&amp;type=5" title="Get your sales reps up and running with Einstein Activity Capture. Give users access to Einstein Activity Capture. Connect your company’s email and calendar application to Salesforce, and create a configuration that controls how data moves between applications. Define settings such as which data to exclude and how activities are shared. When you’re done configuring Einstein Activity Capture, your users have some setup to do, too.">Set Up Einstein Activity
                Capture</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.aac_use_eac.htm&amp;release=264.0.0&amp;type=5" title="Einstein Activity Capture reduces manual data entry and provides a complete view of your relationship history. Connect your Microsoft or Google account to Salesforce to capture emails and calendar events and relate them to your sales records automatically. Manage your privacy settings to control how activity data appears to teammates while ensuring customer interactions remain current.">Use Einstein Activity Capture</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.aac_setup_troubleshoot_parent.htm&amp;release=264.0.0&amp;type=5" title="If you run into problems with Einstein Activity Capture, review our troubleshooting suggestions.">Test, Monitor, or Reset Configurations</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=sales.einstein_sales_setup_enable_email_insights.htm&amp;release=264.0.0&amp;type=5" title="Einstein Email Insights give sales reps critical sales context alongside relevant emails, making it easier for them to send the perfect response at the perfect time. If you use Einstein Activity Capture through Performance or Unlimited editions or a Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence license, Email Insights is on by default when you turn on Einstein Activity Capture. If you have only Standard Einstein Activity Capture users, turn on Einstein Email Insights. In new orgs where Sync Email as Salesforce Activity is turned on by default, Einstein Email Insights is turned off. Turn it on manually.">Turn On Einstein Email Insights</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=sales.einstein_sales_setup_recommended_connections.htm&amp;release=264.0.0&amp;type=5" title="Give sales reps access to the Recommended Connections component so they can see which colleagues have the strongest connections to a prospect. Reps can then get in touch with colleagues who can help get conversations going with prospects.">Add Recommended Connections to Lightning Pages</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="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/learning_maps/lm_data_end_2.png" alt="Analyze your activity data step"></span>
            </p>
            <p>
              <strong>Analyze Your Activity Data</strong>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/articleView?id=sales.activities_shared_understanding_reports.htm&amp;type=5&amp;language=en_US" target="_blank">Create Activities Reports on Contacts and
                Events</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table>

- **[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.
- **[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.
- **[Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.inbox.htm&release=264.0.0&type=5)**  
    Inbox features increase sales reps’ productivity on every email message, whether they’re on the go or at their desk.
- **[Lightning Sync](https://help.salesforce.com/s/articleView?id=sales.lightning_sync_admin_overview.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_set_up_publisher.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_unresolved_items.htm&release=264.0.0&type=5)**  
    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)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_about.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.mailmerge.htm&release=264.0.0&type=5)**  
    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.