Salesforce Outlook Integration Guide: Salesforce Add-In for Outlook

Author

Shilpa Tandon

August 6, 2025

Introduction

If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems using the Salesforce add-in for Outlook and Salesforce Outlook plugin.

This integration enables seamless access to Salesforce data directly from Outlook, helping sales teams track leads, contacts, accounts, opportunities, and even custom objects, all within a single click.

Why Use Salesforce Outlook Plugin?

Save time with automatic activity capture
Improve CRM adoption by accessing Salesforce data from Outlook
Sync leads, contacts, tasks, and calendar events with ease
One-click access to accounts and opportunities associated with your email communications

Want to streamline your CRM processes further? Check out our full range of Salesforce Consulting Services.

Step-by-Step: How to Install Salesforce for Outlook

Here’s a simple guide to get you started with the Salesforce add-in for Outlook:

Download & Install:
Get Salesforce for Outlook v2.2.0 or later from Salesforce Setup.
Verify System Requirements:

Supported Outlook versions: 2007, 2010, 2013
Operating System: Windows Vista (32-bit), Windows 7, Windows 8.1 (Pro & Enterprise)
Note: Apple Mac OS is not supported.

Configure Integration:
Enter your Salesforce login credentials in the plugin settings to establish the sync.

Syncing Events and Tasks with Salesforce

To sync calendar events and tasks using the Salesforce Outlook plugin, follow these steps:

Open Outlook and right-click on the item you want to sync.
Select Categorize > Sync with Salesforce.
To select multiple items, use CTRL or SHIFT.
Your items will sync automatically during the next cycle.

Syncing Events and Tasks with Salesforce

To sync calendar events and tasks using the Salesforce Outlook plugin, follow these steps:

Open Outlook and right-click on the item you want to sync.
Select Categorize > Sync with Salesforce.
To select multiple items, use CTRL or SHIFT.
Your items will sync automatically during the next cycle.

Syncing Events and Tasks with Salesforce

To sync calendar events and tasks using the Salesforce Outlook plugin, follow these steps:

Open Outlook and right-click on the item you want to sync.
Select Categorize > Sync with Salesforce.
To select multiple items, use CTRL or SHIFT.
Your items will sync automatically during the next cycle.

Benefits of the Salesforce Add-In for Outlook

Access contextual Salesforce data while reading or composing emails
View contacts and leads associated with your emails
Log emails to accounts and opportunities in a single click
Enhance activity capture for better tracking and reporting

Upgrade to Lightning: Try Salesforce Outlook Integration with Einstein Activity Capture

For organizations using Salesforce Lightning, Einstein Activity Capture offers a powerful upgrade. It not only syncs emails and events automatically but also leverages AI to enrich data and boost productivity.

Need help migrating to Lightning? Explore our Salesforce Lightning Migration Services.

Final Thoughts

By integrating Outlook with Salesforce, your teams can streamline workflows, save time, and improve data accuracy. Whether you’re managing leads, contacts, custom objects, or customer relationships, this plugin is a game-changer for productivity.

Need expert help to implement Salesforce Outlook Integration tailored to your business needs? Get in touch with Mirketa’s Salesforce experts today.

FAQs: Salesforce Outlook Integration

1. Is the Salesforce Outlook plugin free to use?

Yes, Salesforce provides the Outlook integration at no extra cost with most standard Salesforce licenses.

2. Can I use this integration on a Mac?

No, the classic Salesforce for Outlook plugin works only on Windows. Mac users should use the Salesforce Outlook Add-In (Lightning) or Einstein Activity Capture.

3. What’s the difference between the plugin and Einstein Activity Capture?

The plugin requires manual setup and sync rules, while Einstein Activity Capture offers automatic logging and AI-powered features. It’s ideal for Lightning users.