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Add Emails through the Salesforce for Outlook Side Panel

Fecha de publicación: Oct 13, 2022
Descripción

Salesforce for Outlook is a powerful tool. It can sync Contacts, Events, and Tasks. You can also use it to add emails from Outlook to Salesforce. 

When using Salesforce for Outlook, you can add emails using the side panel, but they don't automatically sync over to Salesforce when you click an email in Outlook. 

Good to know: 'Adding emails' and 'syncing records' emails are different functions. 'Syncing Emails' is a misnomer, as it's not an automated process, like syncing Contacts or Events.

Solución

Flow for adding Emails to Salesforce from Outlook

 
  1. When you select an email in your Outlook, the side panel performs an automatic search to match the email addresses in the From, TO, and CC fields with records in your Salesforce organization. It takes a few seconds depending on your computer and connection speed. It searches all the email fields in Salesforce, including standard and custom email fields.
  2. Next, the side panel displays all the matching records (the maximum number of records that can be displayed in the side panel is 10).
  3. Now you can associate the email by clicking the envelope icon next to the name, company, or any other contact details displayed in the side panel.
  4. After the email is added, the envelope turns green and a green banner on top of the side panel notifies you that the Email Added to: <record name>.
 
Note: If the email you're adding has attachments after you click on the envelope icon, then it turns green, you will see the option to add one or more of those attachments on top of the side panel, above your record. You can click on the paper clip icon next to each attachment to select and include them. Once the attachment is selected, the paper clip icon will turn green as well.
 
  1. Now if the side panel doesn't display the specific record you want to add the email to, you can perform a manual search by clicking on the magnifying glass icon towards the right top corner of the side panel, and typing in the name of the record (Search phrase must be 2 or more characters) and then clicking on the magnifying glass icon again to display the results.

For example: When performing a manual search,  you can enter al to search for a Contact called "alex" (example search), you can click on the magnifying glass and the side panel displays the Contact. You can type in the full name as well.

Note: The extra text that could be added to the article is showcased in bold letters in the above paragraph under the section "Can be modified as below for more clarity."

 

Add emails to Salesforce from Outlook when composing and sending emails


Alternatively, you can perform this task when composing and sending a new email. When you click on the "New" email button, you can type in the email addresses or select anyone from your address book into the TO, CC, or/and BCC fields. The side panel will perform an automatic search for these names and if it finds any matching record it will display them. 

Tip: You can follow the steps in the above section to associate the emails and the envelope will turn green but the email won't be associated until you hit the Send button in Outlook.
 


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

 

Número del artículo de conocimiento

000382760

 
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Salesforce Help | Article