Salesforce Outlook will do a major change in December this year on what most customers are using today.
Salesforce for Outlook will be retired in December 2020 when Lightning Experience ends extended support for Microsoft Internet Explorer 11.
Recently Salesforce has made key advancements on our next-generation Microsoft integration products: the Outlook Integration and Einstein Activity Capture. These products replace Salesforce for Outlook and deliver solutions in areas where customers have reported that Salesforce for Outlook falls short.
As of Winter ’19, Salesforce for Outlook entered a maintenance-only phase, which reduced existing users’ availability only. However, when Lightning Experience ends extended support for Microsoft Internet Explorer 11, Salesforce for Outlook can no longer function.
Salesforce for Outlook has relied on Lightning Experience to interpret APEX calls made from IE11. Salesforce Classic can’t interpret APEX calls, so on the backend, Salesforce for Outlook relies on Lightning Experience for both users working from Lightning Experience and Salesforce Classic. After Salesforce ends extended support for IE11 for Lightning Experience, all APEX calls made from IE11 to Salesforce will be blocked to maintain the end of the IE11 product support. At that point, calls will be blocked to Salesforce for Outlook as well.
For more information, see Extended Support for Accessing Lightning Experience Using Microsoft Internet Explorer 11.
After retirement, admins and users no longer have access to Salesforce for Outlook features or the settings and user assignments saved in Outlook configurations. There is no impact on a customer’s existing contact, event, task, or email data due to the retirement.
Admins and users lose access to Outlook configurations only. All other Salesforce and Microsoft Outlook data remains unaffected.
Users lose access to all Salesforce for Outlook functionality and settings:
From Salesforce Setup, admins can refer to the Salesforce for Outlook login history report and export a .csv file to see who’s logged in over the last 6 months. If a more comprehensive list is needed of all users who have access to Salesforce for Outlook, admins can check Outlook configuration assignments to see which of their users are assigned to sync, access the side panel, and more.
Salesforce offers the following products to replace Salesforce for Outlook functionality:
For more details on the benefits of the replacement products, see Learn About the Next-Generation Microsoft Integration Products.
Customers should familiarize themselves with the scenarios in which the next-generation features are not able to replace Salesforce for Outlook. The following list includes a high-level glance at some of the differences.
Where can I get help migrating to the replacement products?
Check back here for our migration guide, coming in Summer ’20.
You might recall another Microsoft Integration product, Lightning Sync, which also syncs contacts and events. Starting in Winter ’21, Lightning Sync isn’t available to new Salesforce customers. At that time, no additional enhancements will be made to the product. For that reason, Einstein Activity Capture is the long-term solution for syncing contacts and events between Microsoft or Google applications and Salesforce. We recommend that customers first explore Einstein Activity Capture to sync their contacts and events. We continue to introduce improvements to Einstein Activity Capture based on the needs we hear about from customers. To see when new features are available, keep an eye on the Salesforce release notes.
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