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Outlook integration is available in Salesforce Classic and Lightning Experience in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions Einstein Activity Capture is available in Lightning Experience and all versions of the Salesforce mobile app in Essentials, Professional, Enterprise, Performance, and Unlimited Editions Salesforce for Outlook is available in Salesforce Classic and Lightning Experience in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Feature | Salesforce for Outlook | Outlook Integration + Einstein Activity Capture |
|---|---|---|
| Get the latest product updates from Salesforce automatically. |
Not available IT professionals or sales reps have to manually upgrade to new versions of Salesforce for Outlook when they’re available. |
Available for both products. Sales reps and admins automatically get the latest product updates with each Salesforce release. Although manual upgrades are sometimes required for Outlook integration, they’re infrequent and nontechnical—either sales reps or Exchange admins can manage upgrades. |
| Customize the Salesforce side panel experience in Outlook. |
Available with limitations Admins can overwrite side panel customizations made by users. To learn about the settings users can edit, see Manage Your Salesforce for Outlook Configuration. We address sync-related user settings in the next row. |
Available for the Outlook integration. Admins can customize several features available to reps.
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| Admins can opt to hide or override some of users’ preferred sync settings. |
Available with limitations With Salesforce for Outlook, you can give users access to a version of their Outlook configurations that lets them adjust some sync settings. To learn about the settings users can access, see Manage Your Salesforce for Outlook Configuration and Manage How Microsoft® Outlook® Items Sync with Salesforce. Admins can choose to override all configuration changes made by users, or override a few specific ones.
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Available for Einstein Activity Capture. With Einstein Activity Capture, only admins can decide which objects sync and in which direction. Users don’t have the options to adjust their sync settings, but they have a few options for preventing specific contacts and events from syncing. See Get Ready to Sync Events from Salesforce for Outlook (Retiring) Using Einstein Activity Capture. |
| Add Outlook emails or events to Salesforce records from the side panel. |
Available with limitations Reps can manually add Outlook emails and their attachments to Salesforce records, but emails are added to Salesforce as tasks, not emails. Reps can also add Outlook events, repeating events, and their attachments to Salesforce records. Repeating events are added to Salesforce as recurring events (which can be viewed from Lightning Experience and the Salesforce app, but edited in Salesforce Classic only). When subsequent activity occurs for manually added emails and events in Outlook, corresponding updates aren’t made in Salesforce. Instead, reps must add subsequent emails from that thread or the updated event to Salesforce again. If you turned on shared activities, reps can manually add Outlook emails to multiple Salesforce records. Although this feature offers logging flexibility, it adds multiple versions of the same email in Salesforce, which can impact reporting. Shared activities also let reps manually add Outlook events to multiple contacts and to one other nonperson record, such as an opportunity or a case. |
Available for both products with limitations. With the Outlook integration, reps can manually add Outlook emails and their attachments to Salesforce records. This feature is called logging. If Enhanced Email is enabled, Outlook emails are logged as Salesforce emails and as tasks. When disabled, Outlook emails are logged as Salesforce tasks only. With Enhanced Email, reps can also add Outlook emails to multiple Salesforce contacts, leads, or person accounts, or to one other nonperson record, such as an opportunity or case. Reps can also manually log non-repeating events and their attachments to one Salesforce person record and one nonperson record. When subsequent activity occurs for manually added events in Outlook, corresponding updates aren’t made in Salesforce. With Einstein Activity Capture, email and event capture automatically displays Outlook emails and events on the activity timeline of related Salesforce records. When subsequent activity occurs, the new activity is automatically displayed on the activity timeline. However, captured emails and events don’t generate new records in Salesforce. |
| Add emails and events to Salesforce from shared folders in Outlook. | Not available |
Available for the Outlook integration with limitations. If reps are delegated access to another teammate’s email inbox or calendar, or a group has shared access to an email account, reps can log emails and events to Salesforce from those shared Outlook sources. See Considerations for Outlook Shared Folders in Outlook Integration. |
| Draft Outlook emails using Salesforce email templates. | Not available | Available for the Outlook integration. |
| See customers’ email privacy settings directly from Outlook. | Not available |
Available for the Outlook integration. Without leaving Outlook, reps can see a contact or lead’s email privacy preferences from Lightning Experience. |
| Track whether events are calls, meetings, or other event types when adding an Outlook event to Salesforce. | Not available |
Available for the Outlook integration. To improve your business reporting and sales processes, reps can classify Salesforce event types directly from Outlook. |
| Sync contacts and events. | Available | Available for Einstein Activity Capture. |
| Select contact sync directions. |
Available
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Available for Einstein Activity Capture with limitations.
Contact capture (which is used for email insights and recommended connections) isn’t available when the Salesforce to Outlook sync direction is selected. |
| Select event sync directions. |
Available
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Available for Einstein Activity Capture with limitations.
Event capture isn’t available when the Salesforce to Outlook sync direction is selected. |
| Let reps choose which contacts and events sync. |
Available Reps select which items sync using Microsoft Outlook categories. |
Available with limitations; both products required. With Einstein Activity Capture sync, reps select the contacts that sync by moving them to a specific folder in Outlook. Reps can prevent events from syncing by creating a secondary Outlook calendar and moving events to it. (Only the default Outlook calendar syncs with Salesforce). Or if the private event sync option is disabled, reps can mark events as private. Or, with the Outlook integration, for behavior similar to manual event sync, reps can manually add Outlook events and their attachments to Salesforce records. This feature is called logging. However, unlike event sync, when subsequent activity occurs for manually added events, corresponding updates aren’t made in Salesforce. |
| Sync repeating events. |
Available with limitations Supports syncing recurring events only (repeating events created or edited in Salesforce Classic). |
Available for Einstein Activity Capture with limitations. Supports syncing event series sync only (repeating events created or edited in Lightning Experience or the Salesforce mobile app). |
| Work with tasks. |
Available Reps can sync tasks or relate Outlook tasks to Salesforce records from the side panel. |
Available for the Outlook integration with limitations. Reps can see their Salesforce task list and create, edit, or mark Salesforce tasks as complete, all from the side panel. However, task sync isn’t available, and reps can’t relate Outlook tasks to Salesforce records from the side panel. |
| Set contact sync filters. |
Available Admins can filter contact sync by:
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Available for Einstein Activity Capture with limitations. Admins can filter contact sync by:
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| Set event sync filters. |
Available Admins can filter event sync by event end date. |
Available for Einstein Activity Capture. Admins can filter event sync by:
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| Sync custom fields. | Available | Not available. |
| Customize how standard fields are mapped. | Available | Available for Einstein Activity Capture. |
| Remove deleted contacts from the other application automatically. | Available |
Not available. Deleted contacts can impact your sales data. We recommend that reps update the Contact Status field to indicate when a contact has left a company, is deceased, and so forth, rather than deleting the contact. |
| Sync event attendees. | Not available | Available for Einstein Activity Capture. |
| When events syncs from Outlook to Salesforce, sync any event attachments into Salesforce as well. | Outlook event attachments sync to Salesforce. | Not available. |
| See email engagement feedback and access meeting scheduling features. | Not available | Available for an extra cost when customers upgrade from the Outlook integration to Inbox. When they do, customers get these advanced features and more from the same add-in. See Outlook and Gmail Integration and Inbox Features. |
| Access Einstein Email Insights. | Not available |
Available for Einstein Activity Capture. Reps get critical sales context on relevant emails. Standard insights show up when, for example, a competitor is mentioned, pricing is discussed, or a meeting is requested. Paid Einstein Activity Capture users can create custom insights. See Differences Between Einstein Activity Capture Editions |
| Access Activity Metrics. |
Not available Only standard Sales Cloud reporting tools are available. |
Available with the paid version of Einstein Activity Capture. Reps see a summary of sales activity from list views, page layouts, and reports. Admins can also use Activity Metrics fields to automate processes using Process Builder and triggers. See Differences Between Einstein Activity Capture Editions |