---
schema_version: "1"
id: 57c6317ce6c40a50641fc88c97467be85e52d6fde53af4be4c5e1b133566c80b
title: Create Records Directly from the Salesforce Side Panel in Salesforce for Outlook (Retiring)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_create_records.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_create_records.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dc5a6dc2141551219c3d89a911b6cced84e289a6e89068604d599699afc3c1e3
description: Before the Salesforce for Outlook side panel action menu was retired in Summer ’21, reps could create different kinds of records directly from the side panel in Microsoft® Outlook®. To continue creating records from Outlook, migrate to the Outlook integration.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Create Records Directly from the Salesforce Side Panel in Salesforce for Outlook (Retiring)

Before the Salesforce for Outlook side panel action menu was retired in Summer ’21, reps could create different kinds of records directly from the side panel in Microsoft® Outlook®. To continue creating records from Outlook, migrate to the Outlook integration.

### 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%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d176714e93">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d176714e93 ">To display the Salesforce Side
              Panel:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d176714e93 ">Side Panel in Outlook
              configurations</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d176714e93 ">To create records from the Salesforce Side
              Panel:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d176714e93 ">Create and Read on all objects that users
              create records from AND Visible on all required
              fields in records that users create</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).

![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).

Depending on how your administrator set up your action menu, you can create accounts, cases, contacts, leads, opportunities, and other types of records customized for your organization—directly from the side panel.

1. Select an email in Outlook, then click ![Side Panel Create Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_side_panel_create_case_icon.png).
    
    You’ll see something like this.
    
    ![The Salesforce side panel publisher menu and available actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_side_panel_create_record.png)
2. Choose an action.
    
    The actions available to you depend on the ones your administrator set up, such as New Contact.
3. Complete the record detail by providing relevant details.
    
    ![Salesforce Side Panel Record Detail Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_side_panel_record_detail.png)
4. Click ![Salesforce Side Panel Save Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_side_panel_create_case_save.png) to save the record.
    
    Keep in mind that email attachments aren’t included in the created records.

#### See Also

- [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.")