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Considerations for Running Outlook Integration and Salesforce for Outlook (Retiring) Simultaneously

Considerations for Running Outlook Integration and Salesforce for Outlook (Retiring) Simultaneously

While you can enable both the Outlook integration and the Salesforce for Outlook Side Panel in the same organization, users can’t run both Microsoft® integration features at the same time.

Required Editions

Outlook integration is available in Salesforce Classic and Lightning Experience in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Salesforce for Outlook is available in Salesforce Classic.

Salesforce for Outlook is available in Lightning Experience (if Salesforce Classic is available in your org).

Salesforce for Outlook is available in Personal, Contact Manager, 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.

To prevent your users from juggling multiple email integration features, Salesforce automatically disconnects the Salesforce for Outlook side panel when users connect using Outlook integration. Folks who use Outlook integration can still download, install, and sync with Salesforce for Outlook, but only the Outlook integration panel can run in Outlook.

See Also