Check out a high-level comparison of Salesforce for Outlook to the next-generation products, the Outlook Integration and Einstein Activity Capture.
Required Editions
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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 |
For now, use this at-a-glance comparison to start thinking about your move to the next-generation products.
Keep in mind that we continue to introduce enhancements to the Outlook Integration and Einstein Activity Capture every release. Keep an eye on the Salesforce Release Notes to see when enhancements become available. If the support you need isn't provided by our replacement products, consider reviewing third-party alternatives available from AppExchange.
When you're ready to get a deeper understanding of the differences, review our detailed product comparisons. Later, we show you how to use these comparisons to narrow down which products are best for your sales teams.
- Learn about the Support Differences Between Salesforce for Outlook (Retiring) and the Next-Generation Products
- Learn about the Feature Differences Between Salesforce for Outlook (Retiring) and the Next-Generation Products
| Product Detail | Salesforce for Outlook | Outlook Integration and Einstein Activity Capture |
|---|---|---|
| Supports older versions of Microsoft Outlook (Outlook 2010 and earlier) |
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| Supports all Salesforce editions |
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| Supports Lightning Experience |
Only if the user can move between Lightning Experience and Salesforce Classic using the switcher. |
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| Supports Salesforce Classic |
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Outlook Integration only. |
| Supports Salesforce Mobile App |
Sync only |
Einstein Activity Capture only. |
| Supported with Sales and Service Cloud purchases |
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Outlook Integration only. |
| Supports sync for customers with both Exchange Online and on-premises Exchange used simultaneously (also known as a “hybrid” configuration) |
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Available for capture functionality with Einstein Activity Capture only; no support for sync functionality. |
| Customer can control which users' email accounts Salesforce has access to |
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| A side panel that lets users access Salesforce features from Outlook |
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Outlook Integration only. |
| Contact and event sync |
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Einstein Activity Capture only. |
| Repeating event sync |
Salesforce Classic only. Learn more |
Lightning Experience and Salesforce app with Einstein Activity Capture only. Learn more |
| Task sync |
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Though with Outlook Integration, reps can work with Salesforce tasks directly from Outlook. |
| Manually add Outlook email, contacts, and events to Salesforce |
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Outlook Integration only. |
| Automatically add Outlook email and events to Salesforce |
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Einstein Activity Capture only. |
| Custom field sync |
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| Customize mappings for standard fields |
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| Contact sync filters |
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Einstein Activity Capture only, with limitations. |
| Event sync filters |
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Einstein Activity Capture only, with limitations. |
| Remove deleted contacts from the other application automatically |
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| Remove deleted events from the other application automatically |
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Einstein Activity Capture only. |
| Sync event attachments |
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