•
The Outlook and Gmail integration include the base integration experience, and Inbox features are unlocked when users are set up
to use Inbox.
•
When Salesforce is set up with single sign-on (SSO), reps are asked to log in to Salesforce the first time they access the integration.
In typical My Domain and SSO configurations, reps can choose the Custom Domain option on the Salesforce login page and enter
your My Domain login URL. After sales reps navigate to your domain, they’re authenticated in Salesforce and working in the integration.
•
The Outlook integration doesn’t support custom login flows.
Outlook and Gmail Integration Features
•
The Outlook and Gmail integrations use email application panes to define the layout of components in the integration side panel.
The default pane gets you up and running quickly. To include, exclude, or reorder components in the email application pane, you
can create custom email application panes and assign them to user profiles.
•
Users can view and edit records related to an email or an event. Review these considerations for viewing and editing records in the
Outlook and Gmail integration.
–
You can’t change the order or change the tabs that appear in the record detail.
–
The fields available in the Details tab are shown in the order they’re defined in the page layout for that user. Any Lightning
components added to the page layout aren’t shown in the integration.
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If the user has access to Chatter, the record detail includes a Chatter tab with the record’s Chatter feed.
–
If a task can be related and the user has access to the activity timeline, the record detail also includes an Activity tab.
•
To automatically log emails to related Salesforce records, set up Einstein Activity Capture. Users who are configured in Einstein
Activity Capture to capture emails see sharing options instead of manual logging options in the integration.
Guidelines for Setting Up the Outlook Integration
EDITIONS
Available in: Salesforce
Classic (not available in all
orgs) and Lightning
Experience
Available with Sales Cloud,
Service Cloud, and Lightning
Platform in: Essentials,
Group, Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
Before setting up the integration with Microsoft Outlook, review which features you want to enable
and whether sales reps need access to different components.
Email Client
For better performance, turn on Use Cached Exchange Mode in the Outlook Account Settings on
the client. When Use Cached Exchange Mode is on, an error can occur more often because an email
is temporarily out of sync with the Exchange Server. To learn more, see the Microsoft documentation.
Salesforce Add-In and Setup
•
Each sales rep needs the Salesforce add-in within Microsoft Outlook, which is available from
Microsoft AppSource. We recommend that either users get the add-in from Microsoft AppSource
or that Exchange admins get the add-in and distribute it using Microsoft Centralized Deployment
(MCD). If your security policies don’t allow access to Microsoft AppSource, download an install
file available on the Outlook Integration and Sync page in Salesforce setup. According to Microsoft, Centralized Deployment can
take 24–72 hours.
•
As of February 1, 2022, users accessing the Outlook integration in an SSO setup, who are also assigned the Multi-Factor Authentication
for User Interface Logins user permission, aren’t required to enter multi-factor challenges. This behavior applies to all Salesforce orgs.
•
The Outlook integration respects the session timeout duration set in Salesforce. When a session times out, users are prompted that
their session expired. If the user mapping created when the user first logged in to the integration still exists, clicking OK in the prompt
5
Guidelines for Setting Up the Outlook IntegrationSet Up the Integration with Outlook