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            Add Microsoft® Outlook® Emails to Salesforce Records

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            Add Microsoft® Outlook® Emails to Salesforce Records

            Keep track of important Outlook emails related to Salesforce records from the Salesforce Side Panel.

            Required Editions

            Available in: Salesforce Classic
            Available in: Lightning Experience, if Salesforce Classic is available in your org.
            Available with the purchase of Sales Cloud or Government Cloud in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To display the Salesforce Side Panel in Outlook: Side Panel in your Outlook configuration
            To add Outlook emails (including attachments) to Salesforce records:

            Add Email in your Outlook configuration

            AND

            Enable Email to Salesforce from Salesforce Setup
            To add specific email attachments to Salesforce: Allow users to select attachments in your Outlook configuration
            To add emails (including attachments), events, and tasks to multiple contacts: Allow Users to Relate Multiple Contacts to Tasks and Events in Activity Settings
            To add emails to multiple Salesforce records that accept tasks: Contact Salesforce Customer Support
            Important
            Important Full product retirement for Salesforce for Outlook is scheduled for December 2027. See Salesforce for Outlook Retirement. To keep integrating Microsoft Outlook with Salesforce, check out our next-generation products: the Outlook integration and Einstein Activity Capture. See Move from Salesforce for Outlook (Retiring) to the Next-Generation Products.

            Complete this procedure using the Salesforce Side Panel, a feature that's available in Salesforce for Outlook. You can learn about the side panel in Add Microsoft® Outlook® Emails to Salesforce Records.

            1. Make sure you’ve set up My Email to Salesforce. From your personal settings, enter My Email to Salesforce in the Quick Find box, then select My Email to Salesforce.
            2. In Outlook, select an email from your Inbox or create an email.
              You can add an Outlook email and its attachments to multiple Salesforce records.
            3. In the side panel, click Salesforce Side Panel Add Email Icon for the contact, account, case, opportunity, or lead to which you want to add the email. The side panel confirms the Salesforce records to which you added your email.
              Salesforce Side Panel Add Email Status

              If you're sending a new email, we add it to the Salesforce records after you click Send.

            4. You add attachments differently depending on how you’re set up to use the side panel.
              • If the attachments section appears after you add your email to Salesforce, click Add attachment icon to include specific email attachments on the record.
                Select specific attachments to add to records from the Salesforce side panel
              • If you don’t see the option to add attachments, your attachments are included automatically when you add your email to Salesforce, or the attachment exceeded General Email Limits.

            See Also

             
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