Is Salesforce for Outlook retiring in June 2023? Salesforce for Outlook Retirement Moved.

Tectonic looks forward to helping your organization prepare for Salesforce for Outlook retirement and decide which products you want to migrate to.  We will help you plan and execute your move.

The Tectonic Team

Salesforce for Outlook Retirement

Salesforce for Outlook product retirement has been rescheduled for June 2024. The action menu (also known as the New Record button in the Salesforce for Outlook side panel) stopped functioning in Summer ’21.

Salesforce for Outlook has helped reps stay productive for a long time.

New Salesforce for Outlook Solution
Salesforce for Outlook Retirement Moved

What does Salesforce for Outlook do?

Salesforce for Outlook

It allows users to access and update Salesforce data directly from within Outlook, such as contacts, leads, and opportunities. Users can also schedule meetings, log calls and emails, and manage tasks without switching between platforms. Sync contacts, events, and tasks between your desktop-based version of Outlook and Salesforce. Select an email in Outlook to see related Salesforce records, like leads, contacts, tasks, and opportunities. And relate that email to the Salesforce records of your choice. Salesforce for Outlook is scheduled for full retirement in June 2024.

What is replacing Salesforce for Outlook?

Salesforce offers the following products to replace Salesforce for Outlook functionality: Outlook Integration (replaces the Salesforce side panel experience, where reps can see Salesforce records and use some Salesforce features directly from Outlook) Einstein Activity Capture (replaces contact and event sync)

Tectonic looks forward to helping your organization prepare for Salesforce for Outlook retirement and decide which products you want to migrate to.  We will help you plan and execute your move.

Outlook Retirement Moved until June of 2024.

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