Use Salesforce Outlook Integration to Add Microsoft Outlook Events to Salesforce

You can use Outlook Integration to add Events for which you are an Attendee (Windows & Mac operating system Outlook clients) or an Organizer (Windows only).

 

To add Outlook events with Outlook Integration

1. Open an event in OWA (Outlook Web Access) or Outlook 2013, Outlook 2016, or Outlook 2019 (retail only).
2. Click the View button to bring up the Outlook Integration side panel.
3. Select your environment from the Production/Sandbox dropdown and Login to Salesforce button (If not already login).
4. After you enter the login credentials (first-time login), you are re-directed.
5. You see the Connect outlook to Your Salesforce Account, click on Confirm.
6. You are redirected to Outlook and see the side panel loading in a few seconds. 
7. Click the Log Event button to relate the event to matching Contacts & Leads and also select records from other objects (for example: Accounts, Opportunities, Custom objects, and so on).
8. Click Save to add the event to Salesforce.
9. After the event is successfully added, a green Event Related message shows up at the bottom of the side panel.
10. Navigate to the Contact in your Salesforce app. Confirm that the event is added under the Contact's 'Open Activities.'

• You cannot search for another Contact manually.
• Outlook Integration does NOT support the adding of Recurring Events.
• It is possible that for the events that reps organize, this icon may not appear in Outlook. This is most probably because your Microsoft Outlook is not up to date and does not have the current patches installed. Speak to your IT department to make sure Outlook is up to date and the latest patch is installed. Refer to 'Latest updates for versions of Office that use Windows Installer (MSI)' on the Microsoft Document site for more information.
• When Use Cache Exchanged Mode in the Outlook Account settings is on, a setting we recommend; an occasional error could occur more often because an email is temporarily out of sync with the Exchange server. Refer to 'ErrorItemNotFound error when Office add-ins make REST calls against an Outlook item ID' on the Microsoft Documentation site for more information.
• When editing a logged event, if the event title, description, etc. has changed, we don't update those changes, in Salesforce, on edit. Outlook Integration is designed to update the information like who/what record or event type only on an event after it has been logged to Salesforce.