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Roll Out the Outlook Integration to Your Testers or Users

Follow these steps to roll out the Outlook Integration to your testers or users.

Required Editions

Outlook integration is available in Salesforce Classic and Lightning Experience in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
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.
  1. Set Up the Integration with Outlook.
  2. Enable Event Type Selections to Log Events from Outlook or Gmail.
  3. Customize the Email Integration Pane for Outlook and Gmail.
  4. Extend the Outlook and Gmail Integrations with Inbox.