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Itemize the Rollout Considerations and Guidelines That Impact You

To prevent surprises during your rollout, we prepared a list of considerations and guidelines specifically for Salesforce for Outlook users. Follow these steps to itemize which considerations and guidelines impact you.

Important
Important Full product retirement for Salesforce for Outlook is scheduled on January 30, 2027. See Salesforce for Outlook Retirement. 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.

To get started quickly, pick up where you left off with the Feature Usage Checklist sheet you copied from the Salesforce for Outlook Migration Worksheets.

Note
Note To work with the Salesforce for Outlook Migration Worksheets, click the link, and then copy and paste the sheets into a new Quip document. Or use another application that edits spreadsheets, such as Microsoft Excel or Google Sheets. After you copy and paste each sheet into your own spreadsheet, make it your own. Track notes and progress to keep organized during your rollout. Plus, we give you advice about how to use it along the way.
  1. Locate our rollout considerations, Review Things to Know Before Rolling Out Replacement Products.
  2. From your Feature Usage Checklist sheet, in the Are you rolling out a replacement feature? column, work through features you marked as Yes or Considering. Check the topics linked in the previous bullet for considerations related to each feature. Use the Admin Notes column to track any preparations that you must add to your rollout plan before preparing your test users.
  3. After reviewing the topics linked in the first bullet, see if any of your outstanding questions were answered. Then update your rollout status on the feature from Considering to Yes or No.
  4. If you’re still undecided about a feature, see if the resources provided in the More Help column clear up any remaining questions. Or visit the Outlook/Gmail Integration & Sync Trailblazer Community and post your question. To make sure we update our resources, tag your question with #SFOmigrationguide.