Verify That the Next-Generation Products Meet Your Security Requirements

Salesforce takes your data security seriously. Our Microsoft Integration products apply stringent Salesforce security measures when establishing a connection with your email service. But for companies in highly regulated industries, your Exchange or IT admins can require an extra security review.

Required Editions

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

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.

If your company requires an extra security review, share these security guides with them. Then schedule a follow-up conversation to confirm whether any discoveries dictate specific rollout requirements on your part.

If a next-generation product doesn’t meet your company’s security review, remember that some options are available. To avoid engaging with parts of the products that don’t comply with your requirements, you can avoid some features or setup methods.

Note any security concerns on the Feature Usage Checklist or Setup Req. Checklist sheet you copied from the Salesforce for Outlook Migration Worksheets. Doing so can help you to track any related action items or flag an item of concern. To track more details, add columns or rows.

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.

Also, remember that we continue to develop Outlook Integration and Einstein Activity Capture to meet your needs. Check the Salesforce release notes each release to learn whether a security enhancement was delivered. Or explore the third-party solutions available on AppExchange.