Salesforce for Outlook (Retiring) Configurations and Email Application Publisher Layouts
To set up your Salesforce for Outlook users with the settings they need, create Outlook configurations and email application publisher layouts.
Required Editions
| Available in: Salesforce Classic |
| Available in: Lightning Experience, if Salesforce Classic is available in your org. |
| Available with the purchase of Sales Cloud or Government Cloud in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view configurations: | View Setup and Configuration |
| To create, edit, or delete configurations: | Manage Email Client Configurations |
Salesforce for Outlook Configurations
With Outlook configurations, you can choose how your reps sync contacts, events, and tasks between Microsoft Outlook and Salesforce, or how reps can access Salesforce content from the Salesforce Side Panel in Outlook. With email application publisher layouts, set up your reps to create Salesforce records directly from the Salesforce Side Panel. To create Outlook configurations and email application publisher layouts from Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
Salesforce for Outlook configurations include settings for the data that Salesforce for Outlook users can sync between Microsoft® Outlook® and Salesforce. Administrators can create separate configurations for different types of users, and give users permission to edit some of their own settings. For example, an opportunity team might want to sync everything, while a manager might want to sync only events.
In addition, you can set up your users to create, view, and work with Salesforce records directly in Outlook from the Salesforce Side Panel. The side panel allows users to easily add Outlook emails, events, and tasks to related Salesforce records.
Email Application Publisher Layouts
Users can create accounts, cases, leads, opportunities, and even custom objects directly from the side panel using the email application actions menu. To set up your users to work with the actions menu for Salesforce for Outlook, create the quick actions that you want users to have access to, add those quick actions to the appropriate publisher layouts, and assign the publisher layouts to the right users.
- Create Salesforce for Outlook (Retiring) Configurations
Before reps can start using Salesforce for Outlook, you define their experience by creating Outlook configurations. Outlook configurations define Salesforce for Outlook settings for reps, like which features reps have access to, and how reps’ records sync between Outlook and Salesforce. If you want to define unique settings for a subset of your sales team, create multiple Outlook configurations, and assign reps accordingly. - Define Datasets for Salesforce for Outlook (Retiring)
Datasets consist of filters that limit what records sync. Each configuration must have a dataset in order for users to sync with Outlook. - Track the Versions of Salesforce for Outlook (Retiring) Your Users Run
Quickly see which versions of Salesforce for Outlook your users are running from the Login History report.