Guidelines for Salesforce for Outlook

If your firm uses Salesforce for Outlook, consider these guidelines when syncing contacts, events, tasks, and email.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Your users can create and sync contacts, events, and tasks in both directions.
An individual’s record created in Salesforce sync with Outlook in both directions.
Note Creating an individual’s record in Outlook isn’t currently supported.
Using the Salesforce for Outlook side panel, your users can add emails, events, and tasks to individuals. When emailing an individual, users can add the email to the individual’s record. When sending or receiving email about an individual, users can associate the email with one or more of the individuals involved. Associating individuals with Outlook calendar events and Outlook tasks works similarly.
Added emails, events, and tasks are displayed in the Activity tab of the individual’s profile.
Emails, tasks, and events are associated with the contact part of the individual’s record.
Tip Sometimes, the side panel displays an individual’s name twice. The Add icon appears next to both, with no indication that one is the account record while the other is the contact record. Instruct your users to select the name on top, to properly associate the item with the contact part of the individual.

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