---
schema_version: "1"
id: 520ce89307b5961460102f8bff1d3903d5f4dabc38b1ccbbcb8858fb2d1665fb
title: Search for Salesforce Records in Microsoft® Outlook®
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_side_panel_searching.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_searching.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6dbce0d33918b15f3f59affdeef903646687922680f0610a254431be98c1b875
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<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="d58681e93">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58681e93 ">To display the Salesforce Side Panel in Outlook:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58681e93 ">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="d58681e93 ">To add Outlook emails (including attachments), events, and tasks to Salesforce
              records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58681e93 ">
              <p>Add Email in your Outlook configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Enable on <samp class="parmname">Email
                  to Salesforce</samp></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58681e93 ">To add specific email attachments to Salesforce:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58681e93 ">
              <span id="outlookcrm_side_panel_searching__d1068e409"><a name="outlookcrm_side_panel_searching__d1068e409"><!-- --></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="d58681e93 ">To add emails (including attachments), events, and tasks to multiple contacts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58681e93 ">
              <p style="margin-bottom:0;">Allow Users to Relate Multiple Contacts to Tasks and Events in Activity Settings</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58681e93 ">To add emails to multiple Salesforce records that accept tasks:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58681e93 ">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. 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](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_search_icon.png).
3. Type your search term. For example, if you want to search for Salesforce records related to _desktops_, type desktop.
    
    ![Salesforce Side Panel Search](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_search.png)
4. Click the search icon to display Salesforce records related to your search term.

#### See Also

- [View and Work with Salesforce for Outlook (Retiring) Records from Microsoft® Outlook®](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_about.htm&release=264.0.0&type=5 "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®.")
- [Add Microsoft® Outlook® Emails to Salesforce Records](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_adding_email.htm&release=264.0.0&type=5 "Keep track of important Outlook emails related to Salesforce records from the Salesforce Side Panel.")