---
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title: Learn about the Next-Generation Microsoft Integration Products
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_sfo_move_compare_intro.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_compare_intro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b27feab63429f7339fc152dbf48a97a7504cede12c4aae71ce08a0f82b291d67
description: "Get ready to move your sales reps to our cloud-based products: the Outlook integration and Einstein Activity Capture. What’s the benefit of cloud-based products? You avoid the complicated, manual software upgrades that come with Salesforce for Outlook, which is retiring. That’s because sales reps and Salesforce admins automatically get the latest product updates with each Salesforce release. Plus, they get the latest and greatest of our Microsoft integration features."
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Learn about the Next-Generation Microsoft Integration Products

Get ready to move your sales reps to our cloud-based products: the Outlook integration and Einstein Activity Capture. What’s the benefit of cloud-based products? You avoid the complicated, manual software upgrades that come with Salesforce for Outlook, which is retiring. That’s because sales reps and Salesforce admins automatically get the latest product updates with each Salesforce release. Plus, they get the latest and greatest of our Microsoft integration features.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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            <p>Outlook integration is available in Salesforce Classic and Lightning Experience in:
              <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>,
              <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions
            </p>
            <p>Einstein Activity
              Capture is available in Lightning Experience and all versions of the Salesforce mobile app
              in <strong>Essentials</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and
              <strong>Unlimited</strong> Editions
            </p>
            <p style="margin-bottom:0;">Salesforce for Outlook is available in Salesforce Classic
              and Lightning Experience 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
            </p>
          </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

Starting in Winter ‘21, [Lightning Sync isn’t available](https://help.salesforce.com/apex/HTViewSolution?urlname=Lightning-Sync-End-of-Sale&language=en_US) to new Salesforce customers. Use Einstein Activity Capture to sync events, contacts, and emails between your connected account and Salesforce.

If you have Lightning Sync, use the [migration tool](https://help.salesforce.com/s/articleView?id=sales.lightning_sync_move_parent.htm&type=5&language=en_US) to move to [Einstein Activity Capture](https://help.salesforce.com/articleView?id=einstein_sales_aac.htm&language=en_US) before Lightning Sync retires in 2027. Before you migrate, review [Compare Einstein Activity Capture and Lightning Sync](https://help.salesforce.com/s/articleView?id=sales.email_integration_admin_eac_vs_lightning_sync.htm&language=en_US) to understand what to expect when you migrate.

If your org is exempt from migration because of a licensing issue or if your org doesn’t support Einstein Activity Capture, you won’t see the migration tool in Lightning Sync.

![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 your business needs and the system requirements you meet, you can set up Outlook integration and Einstein Activity Capture together or separately.

Keep reading to learn more about how the next-generation features replace Salesforce for Outlook.

## Replace the Salesforce for Outlook Side Panel with the Outlook Integration

Similar to the Salesforce for Outlook side panel, the Outlook integration lets reps work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. The Outlook integration also offers productivity features that aren’t available from the Salesforce for Outlook side panel.

- Sales reps can log Outlook emails to Salesforce as emails and as tasks.
- Customers who have turned on Lightning Experience can build customized Outlook integration panes for different users. You can add Lightning components to the pane, including components available from AppExchange.
- Sales reps can draft Outlook emails using Salesforce templates.
- If you purchase licenses for Inbox, sales reps can access even more Salesforce productivity features in Outlook. Inbox gives reps email tracking, insert availability, text shortcuts, and email scheduling. From Outlook, reps see suggestions to log relevant records based on custom objects. See [Outlook and Gmail Integration and Inbox Features](https://help.salesforce.com/articleView?id=sales.email_int_features.htm&type=5&language=en_US).

To learn more about Outlook integration features, see [Outlook and Gmail Integration Tour](https://help.salesforce.com/s/articleView?id=sales.email_int_user_overview.htm&release=264.0.0&type=5 "The integration appears as a side panel next to an open email or event in your email.") and [View and Work with Salesforce Data in Outlook and Gmail](https://help.salesforce.com/s/articleView?id=sales.email_int_user_view_work_parent.htm&release=264.0.0&type=5 "With the integration, you can access Salesforce data from an email and create Salesforce records without leaving your email application. Staying in the email application saves you time and helps ensure that Salesforce is up to date with the latest communications.").

## Replace Salesforce for Outlook Sync with Einstein Activity Capture

Einstein Activity Capture syncs contacts and events between Outlook and Salesforce. Plus, it offers new productivity-boosting features for sales reps and setup improvements for you.

- Email and event capture automatically shows Outlook emails and events in the activity timeline of related Salesforce records. And updates to those Outlook emails and events are captured automatically. No more manual logging.
- Einstein Email Insights, which gives sales reps critical sales context to relevant emails, appear alongside captured emails in the activity timeline.
- Activity Metrics let reps see a summary of sales activity from list views, page layouts, and reports. You can also use Activity Metrics fields to automate processes with Process Builder and triggers. If you have Standard Einstein Activity Capture, Activity Metrics isn’t available. See [Differences Between Einstein Activity Capture Editions](https://help.salesforce.com/s/articleView?id=sales.aac_standard_differences.htm&release=264.0.0&type=5 "Einstein Activity Capture Standard is available for users who don’t have Performance or Unlimited editions or a Sales Cloud Einstein, Inbox, Sales Engagement, or Revenue Intelligence license. Einstein Activity Capture has a few differences depending on which version you use.")

For more information about Einstein Activity Capture, see [How Einstein Activity Capture Works](https://help.salesforce.com/s/articleView?id=sales.aac_how_it_works.htm&release=264.0.0&type=5 "Einstein Activity Capture captures or syncs email and event data, including participants, from the connected Microsoft or Google account and stores it in Salesforce. Understand at a high-level the relationship between your Microsoft or Google account data and how it connects to and powers your Salesforce data and features.").

## See More Resources for Comparing the Next-Generation Products

To help you choose the best products for your reps and start planning your move, check out these resources.

- [Learn about the Support Differences Between Salesforce for Outlook (Retiring) and the Next-Generation Products](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_compare_support.htm&release=264.0.0&type=5 "To prepare for your move from Salesforce for Outlook, review the Outlook integration and Einstein Activity Capture systems requirements and supported Salesforce licenses and editions.")
- [Learn about the Feature Differences Between Salesforce for Outlook (Retiring) and the Next-Generation Products](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_compare_features.htm&release=264.0.0&type=5 "To help you decide whether the Outlook integration and Einstein Activity Capture are right for you, review how each compares to Salesforce for Outlook. Salesforce for Outlook is scheduled for full retirement in June 2024.")