---
schema_version: "1"
id: e1b527a8eb61687f8130a1a3e2ab49aa0a409c4de916493b30d694a75d2b8201
title: Salesforce for Outlook (Retiring) Configurations and Email Application Publisher Layouts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_config_about.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_about.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3c7d33e67860a85de037d01d148c18740017a8c113e70ecff87531421e230a55
description: To set up your Salesforce for Outlook users with the settings they need, create Outlook configurations and email application publisher layouts.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience, if <a href="https://help.salesforce.com/articleView?id=000351596&amp;type=1&amp;mode=1&amp;language=en_US" target="_blank">Salesforce Classic is available in your org</a>.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with the purchase of Sales Cloud or Government Cloud in: <strong>Personal</strong>, <strong>Contact Manager</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
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      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d91205e90">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d91205e90 ">To view configurations:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d91205e90 ">View Setup and Configuration</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d91205e90 ">To create, edit, or delete configurations:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d91205e90 ">Manage Email Client Configurations</td>

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

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

Important Full product retirement for Salesforce for Outlook is scheduled on January 30, 2027. See [Salesforce for Outlook Retirement](https://help.salesforce.com/s/articleView?id=000393445&type=1&mode=1&language=en_US). To keep integrating Microsoft Outlook with Salesforce, check out our next-generation products: the Outlook integration and Einstein Activity Capture. See [Move from Salesforce for Outlook (Retiring) to the Next-Generation Products](https://help.salesforce.com/articleView?id=outlookcrm_sfo_move_parent.htm&language=en_US).

## 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](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_create.htm&release=264.0.0&type=5)**  
    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)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_def_data_sets.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_track_versions.htm&release=264.0.0&type=5)**  
    Quickly see which versions of Salesforce for Outlook your users are running from the Login History report.

#### See Also

- [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.")
- [Create Salesforce for Outlook (Retiring) Configurations](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_create.htm&release=264.0.0&type=5 "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)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_def_data_sets.htm&release=264.0.0&type=5 "Datasets consist of filters that limit what records sync. Each configuration must have a dataset in order for users to sync with Outlook.")
- [Salesforce for Outlook (Retiring) Default Configurations](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_default.htm&release=264.0.0&type=5 "Learn about sync settings that come with Salesforce for Outlook if you don’t add them to custom Outlook configurations.")
- [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.")