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Search for Salesforce Records in Microsoft® Outlook®

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.

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

AND

Enable on Email to Salesforce
To add specific email attachments to Salesforce: Allow users to select attachments 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
To add emails to multiple Salesforce records that accept tasks: Contact Salesforce Customer Support
Important
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.

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.

  1. From Outlook, select an email for which you want to display additional Salesforce records.
  2. In the side panel, click Salesforce Side Panel Search Icon.
  3. Type your search term. For example, if you want to search for Salesforce records related to desktops, type desktop.
    Salesforce Side Panel Search
  4. Click the search icon to display Salesforce records related to your search term.

See Also