--- schema_version: "1" id: 7a6bb0d04b621152845b3036836ce9aaeda52cd7fa64d12869167e2b6d20df1c title: 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_sfo_about.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_about.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 0853705c47dfd14583851d860fccbeda472249187a59b0774fb15d44467a511f description: 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. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # 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. ### 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
![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). Watch a Demo: [![Watch Video Demo](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/play_btn.png) Get Started with Salesforce for Outlook](https://salesforce.vidyard.com/watch/1FFoihBBaWKGNwtgwFsIeQ) (English only) Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce. In addition to syncing these items, you can add Outlook emails, attachments, events, and tasks to multiple Salesforce contacts, and view Salesforce records related to the contacts and leads in your emails and events—all directly in Outlook. You’re able to customize what you sync and the sync directions between Outlook and Salesforce. Your administrator determines the level at which you can customize these settings in Salesforce. Here's a quick look at how Salesforce for Outlook helps you avoid duplicating your work and boost your productivity. ![Salesforce for Outlook Overview](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_sync_email_diagram.png) For a start-to-finish Salesforce for Outlook setup guide, see [Getting Microsoft® Outlook® and Salesforce in Sync](https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/sfo_getting_started_guide.pdf). Get Started with Salesforce for Outlook - **[Move from Salesforce for Outlook (Retiring) to the Next-Generation Products](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_parent.htm&release=264.0.0&type=5)** To help your sales reps continue syncing and working between Salesforce and Microsoft Outlook, learn about moving to the Outlook integration and Einstein Activity Capture. - **[Salesforce for Outlook (Retiring) Supported Languages](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_languages.htm&release=264.0.0&type=5)** Salesforce for Outlook supports these languages. - **[Salesforce for Outlook (Retiring) System Requirements](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sys_req.htm&release=264.0.0&type=5)** Your computing environment must meet these system requirements to install and use Salesforce for Outlook. - **[View and Work with Salesforce for Outlook (Retiring) Records from Microsoft® Outlook®](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_about.htm&release=264.0.0&type=5)** Use Salesforce for Outlook to get insight into Salesforce contacts and leads related to your important Outlook emails—directly in Outlook. The Salesforce Side Panel displays Salesforce records to which you can add Outlook emails, events, and tasks. View and Work with Salesforce Records from Microsoft® Outlook®. - **[Syncing Between Salesforce for Outlook (Retiring) and Microsoft® Outlook®](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sync.htm&release=264.0.0&type=5)** Stop duplicating your contacts, events, and tasks in Outlook and Salesforce and start syncing between the two systems with Salesforce for Outlook. - **[Create Cases from the Outlook Ribbon with Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_create_cases.htm&release=264.0.0&type=5)** If you track cases in Salesforce, you can create ones from your Microsoft® Outlook® emails. Your administrator needs to first create Email-to-Case destinations that appear in the dropdown list button **Create Cases** in Outlook. For each destination, you can choose the assignee, which can be either individual users or queues. When you create cases, you can add up to ten emails simultaneously for each destination. - **[Salesforce for Outlook (Retiring) Configurations and Email Application Publisher Layouts](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_about.htm&release=264.0.0&type=5)** To set up your Salesforce for Outlook users with the settings they need, create Outlook configurations and email application publisher layouts. - **[Set Up Salesforce for Outlook on Your Desktop (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_user_setup.htm&release=264.0.0&type=5)** Set Up Salesforce for Outlook on your Microsoft® Windows® desktop. That way, you can work with Salesforce from earlier versions of Microsoft® Outlook®, like Microsoft Outlook 2010. - **[Manage How Microsoft® Outlook® Items Sync with Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sync_categories.htm&release=264.0.0&type=5)** Manage your contacts, events, and tasks using Outlook categories to get your Outlook items to sync with Salesforce the way you want—by either selecting the items you want to sync, or syncing all your items, and selecting the items you want to prevent from syncing. - **[Access Salesforce for Outlook Settings and Tools (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_system_tray.htm&release=264.0.0&type=5)** Access Salesforce for Outlook settings and tools through the system tray application. - **[Salesforce for Outlook (Retiring) FAQ](https://help.salesforce.com/s/articleView?id=sales.faq_sfo.htm&release=264.0.0&type=5)** Find answers to frequently asked questions about Salesforce for Outlook. #### See Also - [Salesforce for Outlook (Retiring) System Requirements](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sys_req.htm&release=264.0.0&type=5 "Your computing environment must meet these system requirements to install and use Salesforce for Outlook.") - [Download the Salesforce for Outlook (Retiring) Installer](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_download_installer.htm&release=264.0.0&type=5 "Download the installer from Salesforce.") - [Install and Set Up Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_install.htm&release=264.0.0&type=5 "Follow these steps to install Salesforce for Outlook in your org.") - [Syncing Between Salesforce for Outlook (Retiring) and Microsoft® Outlook®](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sync.htm&release=264.0.0&type=5 "Stop duplicating your contacts, events, and tasks in Outlook and Salesforce and start syncing between the two systems with Salesforce for Outlook.")