Summary

This article details how to use the Outlook Integration Attaching Emails for Salesforce.

How-To

Note: It's important to use Lightning Sync to relate outreach to the corresponding records and not the contact record.

Instructions

Step 1 - Set up Salesforce Outlook Integration Add-In on your device

Step 2 - Use Salesforce Outlook Integration Add-In

Step 3 - In the “People” section, click the name of the contact you want to relate the email to and click the Related Tab (if you don’t see it, click “More.”) 

Step 4 - Scroll down until you find the Inquiry Records and click on the inquiry record that matches what you’re looking for. 

Step 5 -  If attaching from your inbox, you can click "Log". If you’re sending a reply message, click "Log" then "Save" and your email will be related to all selected records after you send it. 

Outcome

You are able to use Outlook Integration to assist you in sending emails.

Further Readings

Salesforce: Outlook Integration Set Up

Need additional help?

If you have any additional questions, please fill out the Constituent Relationship Management Services Support Form.