The side panel action menu (also known as the New Record button) stopped functioning in Summer ’21. Salesforce for Outlook Retirement: Salesforce for Outlook product retirement has been rescheduled for June 2024.To learn Salesforce’s perspective on the retirement of Salesforce for Outlook, the following publications offer further details: ![]() Fortunately, the app’s retirement won’t impact saved contact, event, task, or email data, which will remain available in their existing Salesforce and Outlook formats. At that time, administrators will lose access to all remaining Salesforce for Outlook features -and all settings and user assignments saved in Outlook configurations. In June of 2024 (originally June of 2023), if everything goes according to plan, Salesforce will officially retire Salesforce for Outlook. Since that date, users no longer had access to the “New Records” button, eliminating their ability to create Salesforce records from Outlook through the Salesforce for Outlook application. June of 2020 marked the next step in this phased retirement process, as Salesforce retired the Salesforce for Outlook Action Menu, which let users create new Salesforce for Outlook records from the Salesforce for Outlook side panel. This step marked the beginning of Salesforce’s phased retirement of the Salesforce for Outlook application. In June of 2019, Salesforce transitioned Salesforce for Outlook to “maintenance only status,” which limited its availability to existing users only. ![]() The Salesforce For Outlook Retirement Timeline So, Salesforce is phasing out its support of Salesforce for Outlook now, in preparation for its retirement, now rescheduled from June of 2023 to June of 2024. Most customers have switched to Lightning, and Salesforce continues to refine its Microsoft Integration products. While use of Lightning Experience satisfied the need for a technical workaround to the APEX call discontinuity between Salesforce Classic and IE11, it was always intended as a stopgap measure. With the advent of IE11, however, which communicates via APEX calls, Salesforce for Outlook-which naturally doesn’t- was made reliant on Lightning Experience to interpret IE11’s APEX calls. Salesforce for Outlook was initially developed to connect Salesforce Classic and pre-Internet Explorer 11 (IE11) versions of Outlook. In the simplest possible terms, Salesforce for Outlook is aging out. Why is Salesforce for Outlook being retired? Once captured, Salesforce for Outlook makes messages, events, and contacts visible in the Salesforce Activity Timeline to provide customer-specific context for use by all authorized team members. With Salesforce for Outlook, contacts, events, and tasks are automatically synced, eliminating the need to manually port customer data from one application to the other. The integration automatically updates Salesforce with customer data captured in Outlook and makes that data available to streamline internal communication, enhance customer relationships, and close transactions.įor businesses using both Salesforce and Microsoft Office, the Salesforce for Outlook app has offered a means to bridge the data gap between the two applications. Salesforce for Outlook is a Salesforce-native application that creates a simple data connector between Salesforce and Microsoft Outlook email, calendar, tasks, and contacts.
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