Add Emails through the Salesforce for Outlook Side Panel

This article explains how to add emails from Microsoft Outlook to Salesforce records using the Salesforce for Outlook side panel.

Flow for Adding Emails to Salesforce from Outlook

1. Select an email in Outlook. The side panel automatically searches for Salesforce records that match the email addresses in the From, To, and CC fields. This search includes all standard and custom email fields in Salesforce and takes a few seconds depending on your computer speed and connection.
2. The side panel displays up to 10 matching records.
3. Click the envelope icon next to the record name or contact details to associate the email with that record.
4. After the email is added, the envelope icon turns green and a green banner confirms: "Email Added to: [record name]"

Note: If the email has attachments, after clicking the envelope icon, options appear at the top of the side panel to include one or more attachments. Click the paper clip icon next to each attachment to select it. Selected attachments show a green paper clip icon.

1. If the record you want is not displayed automatically, click the magnifying glass icon in the upper-right corner of the side panel to perform a manual search. Enter at least 2 characters to search. For example, enter al to find a Contact named "Alex".

Add Emails to Salesforce When Composing a New Email

When composing a new email in Outlook, type email addresses into the To, CC, or BCC fields. The side panel automatically searches for matching Salesforce records and displays them.
Tip: You can associate the email before sending — the envelope icon turns green — but the email is not actually added to Salesforce until you click Send in Outlook.

See also
Salesforce for Outlook System Requirements
Set Up Salesforce for Outlook on Your Desktop 
Add Microsoft® Outlook® Emails to Salesforce Records