Lightning for Outlook: How to add Outlook events to Salesforce
|Knowledge Article Number||000239657|
|Description||Instructions to add Outlook events to Salesforce using Lightning for Outlook (formerly Salesforce App for Outlook).|
|Resolution||Use Lightning for Outlook app to add Outlook events/calendar items that you are an attendee or an organizer on:
Open an event in Outlook, OWA (Outlook Web Access) or Outlook 2013/2016.
Click on Salesforce (Lightning for Outlook) app tab.
Login to the app.
Once you enter the login credentials (first time login), you will be re-directed to page with a message "Connect Lightning for Outlook to Your Salesforce Account". Simply click on Continue.
You will see Account Connected page. Click Got it.
You will be re-directed to Outlook.
If a matching Contact is found, you will see Contact card with a cloud icon or "Relate your event to this Salesforce record" button. Click on the button to add the event to Salesforce. Once event is successfully added, a green Event Added message will show up.
Go to the Contact in Salesforce app and observe that the event is added under Contact's Open Activities.