---
schema_version: "1"
id: da9b703f62f121fb6426f3a8d5cd98cff05c66ad91457d146efa90554dd7215f
title: View and Work with Salesforce for Outlook (Retiring) Records from Microsoft® Outlook®
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_side_panel_about.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_about.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 86635391b0c140b442d255e948f4148dd34468b278b520edf04d17437c491f6f
description: Use Salesforce for Outlook to get insight into Salesforce contacts and leads related to your important Outlook emails—directly in Outlook. The Salesforce Side Panel displays Salesforce records to which you can add Outlook emails, events, and tasks. View and Work with Salesforce Records from Microsoft® Outlook®.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# View and Work with Salesforce for Outlook (Retiring) Records from Microsoft® Outlook®

Use Salesforce for Outlook to get insight into Salesforce contacts and leads related to your important Outlook emails—directly in Outlook. The Salesforce Side Panel displays Salesforce records to which you can add Outlook emails, events, and tasks. View and Work with Salesforce Records from Microsoft® Outlook®.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience, if <a href="https://help.salesforce.com/articleView?id=000351596&amp;type=1&amp;mode=1&amp;language=en_US" target="_blank">Salesforce Classic is available in your org</a>.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with the purchase of Sales Cloud or Government Cloud 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</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d72938e93">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d72938e93 ">To display the Salesforce Side Panel in Outlook:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d72938e93 ">Side Panel in your Outlook configuration</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d72938e93 ">To add Outlook emails (including attachments), events, and tasks to Salesforce
              records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d72938e93 ">
              <p>Add Email in your Outlook configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Enable on <samp class="parmname">Email
                  to Salesforce</samp></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d72938e93 ">To add specific email attachments to Salesforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d72938e93 ">
              <span id="outlookcrm_side_panel_about__d1205e409"><a name="outlookcrm_side_panel_about__d1205e409"><!-- --></a>Allow users to select attachments in your Outlook
                configuration</span>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d72938e93 ">To add emails (including attachments), events, and tasks to multiple contacts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d72938e93 ">
              <p style="margin-bottom:0;">Allow Users to Relate Multiple Contacts to Tasks and Events in Activity Settings</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d72938e93 ">To add emails to multiple Salesforce records that accept tasks:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d72938e93 ">Contact Salesforce Customer Support</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 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).

When you select an email from Inbox or an event from the Calendar in Outlook, the Salesforce Side Panel displays related Salesforce contact and lead details directly in Outlook. After your administrator enables the side panel in your Outlook configuration, the side panel displays up to 10 contacts and leads from your email's or event's From, To, and Cc fields.

In addition, the Salesforce Side Panel:

![Salesforce Side Panel In Microsoft Outlook](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_side_panel.png)

- Displays as many as four activities, opportunities, and cases related to the contacts and leads that appear in the side panel.
- Lets you add Outlook emails and their attachments to multiple Salesforce records.
- Lets you add Outlook events and tasks to multiple contacts and to one other record with which you can relate tasks, such as an account, a case, or even a custom object record.
- Discovers duplicate contacts or leads. You choose the most appropriate ones to display in the side panel.
- Includes a Search feature to find additional Salesforce records.
- Includes links to view full record details directly in Salesforce.

Here’s how you use the side panel.

1. Select an email or event in Outlook.
2. Review the Salesforce content that appears in the side panel, which displays contacts and leads based on the order they appear in your email’s or event’s From, To, and Cc fields. For each contact and lead, it’s easy to view related activities, opportunities, and cases. If you want to view full record details, click a record’s link to open it directly in Salesforce.
    
    To add your email or event to the Salesforce records of your choice, click ![Salesforce Side Panel Add Email Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_side_panel_add_email_icon.png) or ![Salesforce Side Panel Add Email Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_side_panel_add_event_icon.png) next to those records. Email attachments are included automatically when you add an email to Salesforce, unless your organization has enabled the feature that allows you to select specific email attachments. In that case, you see ![Add attachment icon in the side panel](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_side_panel_add_attachment.png) next to the individual attachments in your side panel. Click the icon to add those attachments to Salesforce.
    
    If you have the Social Accounts and Contacts feature enabled in Salesforce, the side panel displays either Facebook® or Twitter™ profile photos—whichever ones you chose to show in Salesforce for those contacts and leads.
3. Select the other contacts and leads related to your email to view their details, along with related activities, cases, and opportunities.
4. Quickly see the Salesforce records to which you’ve added emails or events. If you don’t see records you’re looking for, click ![Salesforce Side Panel Search Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_side_panel_search_icon.png) to find other records, and then add emails, events, or tasks from the Outlook tasks list to them. There’s even a collapse feature ( ![Salesforce Side Panel Collapse Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_side_panel_collapse_icon.png) ) to hide the side panel.

- **[Add Microsoft® Outlook® Emails to Salesforce Records](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_adding_email.htm&release=264.0.0&type=5)**  
    Keep track of important Outlook emails related to Salesforce records from the Salesforce Side Panel.
- **[Remove Microsoft® Outlook® Emails from Salesforce for Outlook (Retiring) Records](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_removing_email.htm&release=264.0.0&type=5)**  
    You can remove Microsoft Outlook emails from your Salesforce records with the Side Panel for Salesforce for Outlook.
- **[Add Microsoft® Outlook® Events to Salesforce for Outlook (Retiring) Records](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_adding_events.htm&release=264.0.0&type=5)**  
    Add Outlook events to Salesforce records by using the Salesforce Side Panel. The event is added to the Salesforce record as an activity, which you can see on the record’s Activity History or Open Activities related lists.
- **[Add Microsoft® Outlook® Tasks to Salesforce for Outlook (Retiring) Records](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_add_tasks.htm&release=264.0.0&type=5)**  
    You can add Outlook tasks to multiple Salesforce contacts and to one other record that accepts tasks, like an account, a lead, or an opportunity. The task is added to the Salesforce record as an activity, which you can see on the record’s Activity History or Open Activities related lists.
- **[Create Records Directly from the Salesforce Side Panel in Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_create_records.htm&release=264.0.0&type=5)**  
    Before the Salesforce for Outlook side panel action menu was retired in Summer ’21, reps could create different kinds of records directly from the side panel in Microsoft® Outlook®. To continue creating records from Outlook, migrate to the Outlook integration.
- **[Search for Salesforce Records in Microsoft® Outlook®](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_searching.htm&release=264.0.0&type=5)**  
    When you view details that appear in the Salesforce Side Panel, you can also search for additional Salesforce records. Search results display contacts and any other records with which you can associate tasks, such as a campaign, a case, or an opportunity.
- **[Get Familiar with Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_get_familiar.htm&release=264.0.0&type=5)**  
    Save time switching between Salesforce and Microsoft® Outlook® when you integrate your Salesforce work with Outlook. Take advantage of these resources to start syncing contacts, events, and tasks between the two systems, and using the Salesforce Side Panel to work with your Salesforce records directly in Outlook.

#### See Also

- [Add Microsoft® Outlook® Emails to Salesforce Records](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_adding_email.htm&release=264.0.0&type=5 "Keep track of important Outlook emails related to Salesforce records from the Salesforce Side Panel.")
- [Create Records Directly from the Salesforce Side Panel in Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_create_records.htm&release=264.0.0&type=5 "Before the Salesforce for Outlook side panel action menu was retired in Summer ’21, reps could create different kinds of records directly from the side panel in Microsoft® Outlook®. To continue creating records from Outlook, migrate to the Outlook integration.")
- [Search for Salesforce Records in Microsoft® Outlook®](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_searching.htm&release=264.0.0&type=5 "When you view details that appear in the Salesforce Side Panel, you can also search for additional Salesforce records. Search results display contacts and any other records with which you can associate tasks, such as a campaign, a case, or an opportunity.")