Get Familiar with Salesforce for Outlook (Retiring)

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.

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

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.

Salesforce Side Panel

If you’re interested in	Check out
Completing step-by-step procedures	Create Records Directly from the Salesforce Side Panel in Salesforce for Outlook (Retiring) Add Microsoft® Outlook® Emails to Salesforce Records Add Microsoft® Outlook® Events to Salesforce Records Add Microsoft® Outlook® Tasks to Salesforce for Outlook (Retiring) Records Remove Microsoft® Outlook® Emails to Salesforce Records View Salesforce Records in Microsoft® Outlook® Search for Salesforce Records in Microsoft® Outlook®
Downloading a start-to-finish setup guide PDF	Getting Microsoft® Outlook® and Salesforce in Sync

Syncing with Salesforce for Outlook

If you’re interested in	Check out
Completing step-by-step procedures	Manage Your Salesforce for Outlook (Retiring) Configuration Manage How Microsoft® Outlook® Items Sync with Salesforce for Outlook (Retiring) Access Salesforce for Outlook Settings and Tools (Retiring) My Unresolved Items Delete Items Syncing with Salesforce for Outlook (Retiring)