Basically, this app gives you the visibility to see relevant Salesforce data when you’re are looking at email in your Outlook. It gives you the ability to see Salesforce contacts and leads related to your Outlook emails. Salesforce for Outlook is an app that automatically syncs contacts, events, and tasks between Outlook and Salesforce. The side panel action menu (also known as the New Record button) stops functioning in Summer ’21.

Salesforce for Outlook product retirement has been rescheduled for June 2023.