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Topics#Outlook Lightning SyncQuestion de parul khullar
parul khullar (NA) a posé une question dans #Outlook Lightning Sync
3 sept., 10:20

Salesforce for Outlook Retirement – How can we verify whether our org is still using the legacy app?

Hi everyone,

Salesforce for Outlook is being retired in December 2027, and we are currently reviewing our organisation’s dependency on the legacy Salesforce for Outlook application.

We have just enabled Outlook Integration and Einstein Activity Capture (EAC) in our Salesforce org. However, I’m a little confused about how to confirm whether any users are still using the legacy Salesforce for Outlook app, particularly because users can also install the Salesforce app from Outlook via Get Add-ins.

Could someone please clarify:

1. What is the best way to identify whether users in our org are still using the legacy Salesforce for Outlook application?

2. How can we distinguish the legacy Salesforce for Outlook add-in from the newer Outlook Integration add-in when both appear to be installed through Outlook’s Get Add-ins?

3. Is there a recommended Salesforce report, Setup page, or Microsoft 365 admin location that can help us identify all users currently dependent on the legacy application?

4. Since we already have Outlook Integration + EAC enabled, what should we specifically validate before removing the legacy SFO configuration?

Any guidance or recommended checks would be greatly appreciated.

Thanks

#Outlook Lightning Sync #Outlook #Outlook Integration #Outlook Email #Outlook Email Integration #Salesforce Outlook Integration #Lightning Outlook Integration
5 réponses
  1. Himanshu Shekhar (AQBEE Innovations Pvt. Ltd.)
    4 sept., 01:09

    Yes - here are the best references, and one is screenshot-heavy: 

     

    - Trailhead module Outlook Integration - its unit Outlook Integration and Einstein Activity Capture Setup walks the whole thing step by step with screenshots. That is the one to hand your admin. 

    - Salesforce Help - search Outlook Integration and Sync for deploying the add-in, and Einstein Activity Capture for the sync side. 

    - In-app: Setup, Quick Find, Outlook Integration and Sync shows both the Outlook Integration and Einstein Activity Capture toggles and their status. 

     

    For EAC specifically the setup is three steps: grant users access via a permission set, create a configuration that controls what to capture and sync, then assign users to that configuration. 

     

    if this helps, please mark it as the Best Answer so it helps the next person - thanks 🙂

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