Prepare for the sunset of Salesforce for Outlook: Transition Seamlessly with Revenue Grid

Choosing the right Salesforce for Outlook alternative depends on your specific needs. Two Salesforce-recommended alternatives are Einstein Activity Capture (EAC) and Salesforce Inbox. However, both have limitations.
Einstein Activity Capture offers automatic data synchronization, but lacks manual tracking, CRM data visibility in the inbox, and some admin control features. It also only stores data for 6 months.
Salesforce Inbox, on the other hand, offers email templates and calendar sharing. However, it does not offer automatic data synchronization.
Enter Revenue Grid, the ultimate Salesforce for Outlook replacement that surpasses these limitations. It provides manual tracking, CRM data visibility in the inbox, comprehensive admin controls, and unlimited data storage. Thus, making Revenue Grid an ideal choice for businesses needing a comprehensive Salesforce Outlook integration tool.

No, Salesforce Inbox is not retiring. However, Salesforce is encouraging users to adopt Einstein Activity Capture as their primary tool for Outlook integration due to its automated activity tracking and ability to deliver AI-driven insights. Despite this recommendation, it’s important to note that Einstein Activity Capture has its limitations, including a lack of manual tracking and CRM data visibility in the inbox. For a comprehensive solution that covers these gaps, consider using Revenue Grid as your Salesforce for Outlook alternative.

To add a Salesforce list view to Outlook, you need to create a list view within Salesforce first. Depending on the interface you’re using, the process can vary:
1. In Salesforce Classic: You can create a custom list view to see a specific set of contacts, documents, or other object records. This might include accounts in your state, leads from a particular source, or opportunities above a specific amount. These custom views can also be used for mass email recipient lists.
2. In Lightning Experience: You can create or clone a list view to see an infinitely scrollable list of records that meet your filter criteria.
Once the list view is created in Salesforce, the process to synchronize or view it within Outlook would depend on your specific integration or plugin that connects Salesforce to Outlook. Make sure to refer to your particular Salesforce Outlook integration’s documentation or support resources for detailed instructions on how to complete this process.

Adding the Revenue Grid plugin to Outlook is a simple process. Just download the Revenue Grid app from the App marketplace, install it as your Salesforce Outlook plugin, and start reaping the benefits of seamless sync and synchronization between Salesforce and Outlook.

Salesforce Classic is the older interface for the Salesforce CRM platform, characterized by its limited reporting capabilities and outdated appearance. It allows the creation of reports based on specific templates focusing on products, opportunities, and campaigns but lacks the customization and modern visuals seen in newer interfaces. Classic has been maintained for companies not ready to shift to the Lightning platform, either due to specific functionality needs or because it suits their requirements better.

As of now, Salesforce has not announced any plans to retire Classic. Although it appears outdated compared to modern standards, it continues to meet the needs of a significant number of users. Consequently, Salesforce Classic remains available for those who find it more suitable for their particular circumstances..

Salesforce for Outlook is a native application of Salesforce that forms a simple yet crucial data connector between Microsoft Outlook email and Salesforce. It assists in seamlessly syncing emails, contacts, tasks, and calendars. Thus, Salesforce customer data extracted from Outlook is updated in real-time, fostering enhanced customer relationships and efficient internal communication.

Salesforce for Outlook served as a bridge between Salesforce and Microsoft Outlook. The Salesforce add-in for Outlook made it possible to sync Salesforce calendar with Outlook, keeping tasks, contacts, and events updated across both platforms. This integration allowed for a seamless flow of data, eliminating the need for manual data transfer between the two apps.

Once the data was captured and synchronized, messages, events, and contacts became visible on the Salesforce Activity Timeline. This feature ensured that customer-specific data was readily accessible for enhancing customer relationships and driving internal communication.

The Salesforce for Outlook retirement was planned due to the changes in user behavior and the shift towards more modern interfaces. Salesforce for Outlook was primarily created to bridge the gap between pre-Internet Explorer 11 (IE 11) and Salesforce Classic.

However, as more users transitioned to Salesforce Lightning Experience, the need for the Salesforce Outlook connector began to dwindle. Consequently, Salesforce has decided to terminate support for Salesforce for Outlook by June 2024 (extended from June 2023).

The retirement of Salesforce for Outlook was a phased process that began in June 2019 when Salesforce transitioned the tool to a “maintenance-only status”.

The retirement process will culminate in June 2024, resulting in a total termination of all remaining Salesforce for Outlook features. Despite this retirement, saved contact, event, task, or email data will remain accessible in their existing Salesforce and Outlook formats.

With the Salesforce for Outlook retirement, businesses are advised to prepare for alternative solutions. One such solution is the Outlook Integration feature, which provides a more secure and efficient authentication method.

Salesforce Inbox for Outlook is another alternative that offers templates, calendar sharing, and email tracking.

Lastly, Einstein Activity Capture (EAC) is intended to replace Outlook Sync, providing automatic data sync between Outlook and Salesforce.