einstein platform services certificate retired

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 2023, 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 in June of 2023. Most customers have made the switch 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 designated team members. With Salesforce for Outlook, contacts, events and tasks are automatically synced, effectively eliminating the need to manually port customer data from one application to the other. What is Salesforce for Outlook?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. 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.

Salesforce for Outlook is a Salesforce-native application that creates a simple data connector between Salesforce and Microsoft Outlook email, calendar, tasks, and contacts. Zapier (Small and Startup Organizations).Cirrus Insights (Mid-Sized Organizations).Einstein Activity Capture (Small- to Mid-Sized Organizations).Is there life after Salesforce for Outlook?.The Salesforce for Outlook Retirement Timeline.Why is Salesforce for Outlook being retired?.A guide to the choices available to replace Salesforce’s Retired Outlook Connector.

Einstein platform services certificate retired