Match My Email allows you to sync your emails and calendars automatically with Salesforce. Unlike Einstein Activity Capture, all data is stored in Salesforce with the rest of your Salesforce record data. Match My Email stores email data permanently, logs your emails automatically and reports on data accurately.

From the home page, select Connect to Email and Activities. Then follow the steps in the guided setup. Once you've successfully set it up, a confirmation banner appears at the top of your screen.

Salesforce Outlook integration enhances productivity by syncing emails, contacts, and calendar tasks, offering customizable sync options. Salesforce Gmail integration streamlines data flow between Salesforce and Gmail, facilitating email and calendar syncs and direct record creation from Gmail.