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Outlook Features

The document compares the features of Salesforce for Outlook, which is retiring, to the Outlook Integration with Einstein Activity Capture. It provides a table outlining the key differences between the two products, such as the ability to add emails and events to Salesforce from Outlook, draft emails using Salesforce templates, see customers' email privacy settings, and track event types from Outlook.

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tatana1112
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
28 views

Outlook Features

The document compares the features of Salesforce for Outlook, which is retiring, to the Outlook Integration with Einstein Activity Capture. It provides a table outlining the key differences between the two products, such as the ability to add emails and events to Salesforce from Outlook, draft emails using Salesforce templates, see customers' email privacy settings, and track event types from Outlook.

Uploaded by

tatana1112
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Sales Productivity Salesforce for Outlook (Retiring)

Feature Salesforce for Outlook Outlook Integration +


Einstein Activity Capture
made in Salesforce. Instead, reps must add nonperson record. When subsequent
subsequent emails from that thread or the activity occurs for manually added events
updated event to Salesforce again. in Outlook, corresponding updates aren’t
If you turned on shared activities on page made in Salesforce.
1033, reps can manually add Outlook emails With Einstein Activity Capture, email and
to multiple Salesforce records. Although this event capture automatically displays
feature offers logging flexibility, it adds Outlook emails and events on the activity
multiple versions of the same email in timeline of related Salesforce records. When
Salesforce, which can impact reporting. subsequent activity occurs, the new activity
Shared activities also let reps manually add is automatically displayed on the activity
Outlook events to multiple contacts and to timeline. However, captured emails and
one other nonperson record, such as an events don’t generate new records in
opportunity or a case. Salesforce.

Add emails and events to Salesforce from Not available Available for the Outlook integration with
shared folders in Outlook. limitations.
If reps are delegated access to another
teammate’s email inbox or calendar, or a
group has shared access to an email
account, reps can log emails and events to
Salesforce from those shared Outlook
sources. See Considerations for Outlook
Shared Folders in Outlook Integration.

Draft Outlook emails using Salesforce email Not available Available for the Outlook integration.
templates.

See customers’ email privacy settings Not available Available for the Outlook integration.
directly from Outlook. Without leaving Outlook, reps can see a
contact or lead’s email privacy preferences
from Lightning Experience.

Track whether events are calls, meetings, or Not available Available for the Outlook integration.
other event types when adding an Outlook To improve your business reporting and
event to Salesforce. sales processes, reps can classify Salesforce
event types directly from Outlook.

Sync contacts and events. Available Available for Einstein Activity Capture.

Select contact sync directions. Available Available for Einstein Activity Capture with
• Salesforce to Outlook limitations.

• Both Ways • Outlook to Salesforce


• Salesforce to Outlook
• Both Ways

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