---
schema_version: "1"
id: 9e1cbb00edf550d1ea26339e71d1554c7cbabf3b09bb2f504d5cf4b6bcaea10f
title: Get Familiar with Salesforce for Outlook (Retiring)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_side_panel_get_familiar.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_get_familiar.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a26955f0bc2bd832ff4f8d878a750b4365782ee13d5cc78f09ca93a0930cfa82
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<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>

![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).

## Salesforce Side Panel

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:26.525198938992045%">
          <col style="width:73.47480106100795%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d113960e106">If you’re interested in</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d113960e109">Check out</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="If you’re interested in" class="slds-cell-wrap" style="vertical-align:top;" headers="d113960e106 ">Completing step-by-step procedures</td>

            <td data-label="Check out" class="slds-cell-wrap" style="vertical-align:top;" headers="d113960e109 ">
              <ul>
                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_create_records.htm&amp;release=264.0.0&amp;type=5" title="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.">Create Records Directly from the Salesforce Side Panel in Salesforce for Outlook (Retiring)</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_adding_email.htm&amp;release=264.0.0&amp;type=5" title="Keep track of important Outlook emails related to Salesforce records from the Salesforce Side Panel.">Add Microsoft® Outlook® Emails to Salesforce
                    Records</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_adding_events.htm&amp;release=264.0.0&amp;type=5" title="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® Events to Salesforce
                    Records</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_add_tasks.htm&amp;release=264.0.0&amp;type=5" title="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.">Add Microsoft® Outlook® Tasks to Salesforce for Outlook (Retiring) Records</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_removing_email.htm&amp;release=264.0.0&amp;type=5" title="You can remove Microsoft Outlook emails from your Salesforce records with the Side Panel for Salesforce for Outlook.">Remove Microsoft® Outlook® Emails to Salesforce
                    Records</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_about.htm&amp;release=264.0.0&amp;type=5" title="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®.">View Salesforce Records in Microsoft® Outlook®</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_searching.htm&amp;release=264.0.0&amp;type=5" title="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.">Search for Salesforce Records in Microsoft® Outlook®</a>
                </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="If you’re interested in" class="slds-cell-wrap" style="vertical-align:top;" headers="d113960e106 ">Downloading a start-to-finish setup guide PDF</td>

            <td data-label="Check out" class="slds-cell-wrap" style="vertical-align:top;" headers="d113960e109 ">
              <a href="https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/sfo_getting_started_guide.pdf" target="_blank">Getting Microsoft® Outlook® and
                Salesforce in Sync</a>
            </td>

          </tr>
        </tbody>
      </table>

## Syncing with Salesforce for Outlook

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:26.525198938992045%">
          <col style="width:73.47480106100795%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d113960e233">If you’re interested in</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d113960e236">Check out</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="If you’re interested in" class="slds-cell-wrap" style="vertical-align:top;" headers="d113960e233 ">Completing step-by-step procedures</td>

            <td data-label="Check out" class="slds-cell-wrap" style="vertical-align:top;" headers="d113960e236 ">
              <ul>
                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_configs.htm&amp;release=264.0.0&amp;type=5" title="Depending on whether your administrator lets you change your settings, customize Salesforce for Outlook to fit your specific needs.">Manage Your Salesforce for Outlook (Retiring) Configuration</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sync_categories.htm&amp;release=264.0.0&amp;type=5" title="Manage your contacts, events, and tasks using Outlook categories to get your Outlook items to sync with Salesforce the way you want—by either selecting the items you want to sync, or syncing all your items, and selecting the items you want to prevent from syncing.">Manage How Microsoft® Outlook® Items Sync with Salesforce for Outlook (Retiring)</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_system_tray.htm&amp;release=264.0.0&amp;type=5" title="Access Salesforce for Outlook settings and tools through the system tray application.">Access Salesforce for Outlook Settings and Tools (Retiring)</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_unresolved_items.htm&amp;release=264.0.0&amp;type=5" title="Einstein Activity Capture, Lightning Sync, Salesforce for Outlook (Retiring), and Email to Salesforce let you integrate the work you do from your email and calendar applications with Salesforce. Microsoft or Google items that aren’t automatically associated with Salesforce records appear in My Unresolved Items. Sales reps can review the unresolved items and associate them manually.">My Unresolved Items</a>
                </li>

                <li>
                  <a href="https://help.salesforce.com/s/articleView?id=sales.outlookcrm_delete_item.htm&amp;release=264.0.0&amp;type=5" title="Remove an item syncing with Salesforce for Outlook from both Salesforce and Outlook by deleting the item in one system only. Take care to give special treatment to recurring tasks and recently-updated items you want to delete.">Delete Items Syncing with Salesforce for Outlook (Retiring)</a>
                </li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>