Click the back arrow next to ‘Select Email Template’.The template will fill in the subject/body of the email.Select the category of template you’re looking for.Select the drop-down arrow next to the ‘Search Lightning Templates’ box to narrow down the template search.Click on ‘Email Templates’ in the Salesforce Outlook Add-In.
Click on ‘New Email’ in the Outlook Ribbon.You can use email templates set up by your or your department to make email communications faster and more consistent.Click ‘Send’ in the main Outlook email pane to send the email.Leave that email address in the Bcc field as that’s how it will be logged to Salesforce. Now notice the Bcc field now has an email address in it.Notice there is nothing in the ‘Bcc’ field.You’ll be back at the ‘Log Email’ screen where you can select the People and other items to be attached to this email (same as above).Once you’ve completed your email click ‘Log Email on Send’.As you add a name to the ‘To’ field and add text to the subject and body of the email Salesforce will start to fill in with items it finds that may match.Add a subject and text to the body of the email.Type the email address of the person you want to send the email to in the ‘To’ field of the email.Pin the add-in to keep it from closing by clicking on the pin at the top of the window.If the Salesforce Add-In isn’t open on the side of your screen click on the Salesforce icon in the ribbon to open it.Logging an Email you Compose in Outlook to a Salesforce Record The email has now been logged into the Salesforce record(s) you selected.When finished with selections click on ‘Save’.In the ‘other’ section you can only choose one option via a radio button. You can select multiple people by checking/unchecking the boxes of the records you want to attach the email to.The name will then appear in the ‘People’ or ‘Other’ sections of the Log Email pane.Select the record from the drop-down search results.
In the search box type the record you’re looking for.The search box defaults to ‘Accounts’ but you can click the drop-down arrow to select the record type you’d like to log the email to.When an email arrives in your inbox you’d like to log to a Salesforce record just click on ‘log email’.Logging an Email from your Inbox to a Salesforce Record Note that you’ll have to do this for both your reading screen and your compose email screen.Once you click the pin it will point downward to show the add-in is pinned. To pin the add-in so it always stays open click the pin. If you want the Salesforce add-in to stay open and not close each time you leave the screen, you’ll need to pin the add-in.Pinning the Salesforce Add-in so it stays open Creating a new Event, Task, Case or Account.Logging an email you compose in Outlook to a Salesforce record.Logging an email from your inbox to a Salesforce record.Salesforce Trailhead has a great 3 minute video that shows what you can do with the Salesforce Outlook add-in:.Once you’ve activated and configured the Salesforce add-in it will be active and configured in all versions of Outlook, both desktop and web versions.You will be logged into Salesforce inside Outlook the add-in.In the ‘Custom Domain’ box type: yale-som.my.
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This article shows how to install, configure and use the Salesforce Outlook Add-in Installing and Using the Salesforce Outlook Add-in
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