Can I run integration with Salesforce in Sandbox and Outlook for salesforce in production - Answers - Salesforce Trailblazer Community
Trailblazer Community
Ask Search:
Kimberly DaleKimberly Dale 

Can I run integration with Salesforce in Sandbox and Outlook for salesforce in production

I have the integration in Sandbox and works great with the outlook tab for Sandbox.  I have to have some users play with the integration but they don't want to give up the "Outlook for Salesforce add in" in production to test this. Can they have both running and will they know which one is running in Outlook?
Best Answer chosen by Kimberly Dale
Jayson MoralesJayson Morales
Hi Kimberly,

While you can enable both the Outlook integration and the Salesforce for Outlook Side Panel in the same organization, users can’t run both Microsoft® integration features at the same time.

To prevent your users from juggling multiple email integration features, Salesforce automatically disconnects the Salesforce for Outlook side panel when users connect using Outlook integration. Folks who use Outlook integration can still download, install, and sync with Salesforce for Outlook, but only the Outlook integration panel can run in Outlook.

Hope that helps.

Regards,
Jayson

All Answers

Jayson MoralesJayson Morales
Hi Kimberly,

While you can enable both the Outlook integration and the Salesforce for Outlook Side Panel in the same organization, users can’t run both Microsoft® integration features at the same time.

To prevent your users from juggling multiple email integration features, Salesforce automatically disconnects the Salesforce for Outlook side panel when users connect using Outlook integration. Folks who use Outlook integration can still download, install, and sync with Salesforce for Outlook, but only the Outlook integration panel can run in Outlook.

Hope that helps.

Regards,
Jayson
This was selected as the best answer
Vyankatesh BuraVyankatesh Bura
Hi Kimberly,,

Salesforce for Outlook syncs your items based on your system activity.
Considerations for Running Outlook Integration and Salesforce for Outlook Simultaneously.
 
Please visit this below link-
 
https://help.salesforce.com/articleView?id=outlookcrm_sfo_n_ec_limits.htm&type=5
 
Hope this helps.