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.
Required Editions
| Available in: Salesforce Classic |
| Available in: Lightning Experience, if Salesforce Classic is available in your org. |
| Available with the purchase of Sales Cloud or Government Cloud in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To display the Salesforce Side Panel in Outlook: | Side Panel in your Outlook configuration |
| To add Outlook emails (including attachments), events, and tasks to Salesforce records: | Add Email in your Outlook configuration |
| To add emails (including attachments), events, and tasks to multiple contacts: | Allow Users to Relate Multiple Contacts to Tasks and Events in Activity Settings |
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.
Add Outlook tasks to Salesforce records from Tasks in Microsoft Outlook.
- Select the task that you want to add to a Salesforce record.
-
Click
in the side panel to display the Salesforce record to which you’d like to
add the task.
-
Click
next to the record in the search results.
You’ll see
after you add the task.