Salesforce Connector for Outlook
Salesforce Connector for Outlook synchronizes emails, calendar events, and Salesforce records within Microsoft Outlook.
StackNexus IncPrice not published
Salesforce
by salesforce.comMicrosoft 365Price not published
Links Salesforce data and activities with Outlook.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYIntegration
UPDATED ON MARKETPLACE
What it does
The Outlook integration surfaces Salesforce records related to messages and calendar items. It supports record searches, new record creation, and associating messages or appointments with Salesforce records. It also provides email templates and access to Salesforce Tasks. Contact and calendar synchronization requires Lightning Sync or Einstein Activity Capture.
Key capabilities
from the Microsoft Marketplace listingSalesforce record access
Shows contacts, leads, accounts, opportunities, and cases connected with Outlook messages or appointments.
Record creation
Creates Salesforce records, including custom objects, from Outlook.
Record association
Adds Outlook emails and appointments to Salesforce records.
Task management
Provides access to Salesforce Tasks within Outlook.
Email templates
Lets users compose messages with Salesforce Templates.
Contact synchronization
Synchronizes contacts and calendar events when Lightning Sync or Einstein Activity Capture is enabled.
Use cases
- Inbox license holders can arrange appointments, schedule messages, and receive notifications about recipient activity.
- Inbox license holders can insert saved phrases and see relevant custom object records for a selected Outlook message.
How it compares
Salesforce and Salesforce Connector for Outlook both have cloud deployment and an unknown pricing model. Salesforce has an update date of Apr 2023, while Salesforce Connector for Outlook has an update date of Jan 2025. Scopevisio Connector for Outlook also has cloud deployment and an unknown pricing model, with an update date of Jul 2026.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| Salesforce Connector for Outlook | Price not published | Cloud | |
| Scopevisio Connector for Outlook | Not in catalog | ||
In the catalog
41 plugins in Outlook · Integration
Price distribution: 2 free, 11 paid, 28 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Outlook
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«The Salesforce integration with Outlook lets you experience Salesforce right in Outlook. The integration is 100% cloud-based with no software to push, install, or maintain. Add-In Benefits: Visibility - View all contacts, leads, accounts, opportunities, and cases associated to emails and appointments without switching …»