Salesforce outlook integration
- George Apostolov
Salesforce outlook integration: step-by-step guide
Go to Setup on the top right.
Use the Quick Find bar and search for "Outlook Integration and Sync."
Toggle this ON.
Click here to reveal the rest of the settings.
Click here to Assign Permission Sets to define who can use the inbox.
Click on Microsoft AppSource
You will be redirected to the Microsoft App Source Store.
Click on Get it now to install the integration.
Sign in to your Microsoft account to establish the connection.
Quick answer: To connect Salesforce with Outlook, go to Setup, search for and enable Outlook Integration and Sync, reveal the settings, assign permission sets, open Microsoft AppSource, install the integration, and sign in to your Microsoft account.
About this Salesforce tutorial
Integrate Salesforce and Outlook by enabling settings, assigning permissions, and installing the app from Microsoft AppSource. This guide covers salesforce outlook integration in 9 steps, starting with "Go to Setup on the top right" and finishing with "Sign in to your Microsoft account to establish the connection". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce outlook integration take?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce and Outlook. Related guides: How to integrate salesforce with sprout social, How to Integrate Salesforce with Wistia and How to Integrate Salesforce with Zoom. Last reviewed 05 Oct 2026.
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