---
schema_version: "1"
id: 547bb9b7b4e92f21b0e3625283ef086e5d99db0dc895e4521b4dca44b1b635bc
title: Add Microsoft® Outlook® Emails to Salesforce Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_side_panel_adding_email.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_adding_email.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7bdd52c8f78af7d10ba3fdc6a5bf032584ed0a8e03de5e84bfee90d8015acf30
description: Keep track of important Outlook emails related to Salesforce records from the Salesforce Side Panel.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Add Microsoft® Outlook® Emails to Salesforce Records

Keep track of important Outlook emails related to Salesforce records from the Salesforce Side Panel.

### 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="d98615e93">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d98615e93 ">To display the Salesforce Side Panel in Outlook:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d98615e93 ">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="d98615e93 ">To add Outlook emails (including attachments) to Salesforce records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d98615e93 ">
              <p>Add Email in your Outlook configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Enable Email to Salesforce
                from Salesforce Setup</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d98615e93 ">To add specific email attachments to Salesforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d98615e93 ">
              <span id="outlookcrm_side_panel_adding_email__AttachPerm"><a name="outlookcrm_side_panel_adding_email__AttachPerm"><!-- --></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="d98615e93 ">To add emails (including attachments), events, and tasks to multiple
              contacts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d98615e93 ">Allow Users to Relate Multiple Contacts to Tasks and Events in Activity
              Settings</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d98615e93 ">To add emails to multiple Salesforce records that accept tasks:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d98615e93 ">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).

Complete this procedure using the Salesforce Side Panel, a feature that's available in Salesforce for Outlook. You can learn about the side panel in [Add Microsoft® Outlook® Emails to Salesforce Records](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_about.htm&type=5&language=en_US).

1. Make sure you’ve set up My Email to Salesforce. From your personal settings, enter My Email to Salesforce in the Quick Find box, then select **My Email to Salesforce**.
2. In Outlook, select an email from your Inbox or create an email.
    
    You can add an Outlook email and its attachments to multiple Salesforce records.
3. In the side panel, 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) for the contact, account, case, opportunity, or lead to which you want to add the email. The side panel confirms the Salesforce records to which you added your email.
    
    ![Salesforce Side Panel Add Email Status](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_status.png)
    
    If you're sending a new email, we add it to the Salesforce records after you click **Send**.
4. You add attachments differently depending on how you’re set up to use the side panel.
    - If the attachments section appears after you add your email to Salesforce, click ![Add attachment 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_attachment.png) to include specific email attachments on the record.
        
        ![Select specific attachments to add to records from the Salesforce 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_ex.png)
    - If you don’t see the option to add attachments, your attachments are included automatically when you add your email to Salesforce, or the attachment exceeded [General Email Limits](https://help.salesforce.com/apex/HTViewHelpDoc?id=limits_email_general.htm&language=en_US).

#### See Also

- [Enable Email to Salesforce for Your Users](https://help.salesforce.com/s/articleView?id=sales.emailadmin_email2salesforce.htm&release=264.0.0&type=5 "Let your users add email to Salesforce records. Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce. That way, it’s easy to track sales-related communications.")
- [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.")
- [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.")