Salesforce: Connect Outlook Email to Log Interactions

Custom step by step of how to sync your outlook email with Salesforce and log emails as activities.

Connect Salesforce to your Outlook Email

1. Log into Office 365 and navigate to your Outlook mailbox.  
2. Single click on an email message, then click on the 3 dots (elipses) that appear in the upper right corner of the message body to display the menu of options.
3. Click on “Get Add-Ins”

4. Enter “Salesforce” in the search bar and press enter.  
    
5. Click “Add” on the Salesforce add-in button. 
   
    

Add an Email to Salesforce Record

1. Open an email for a student that you wish to record in Salesforce.  Look for the Salesforce cloud in the upper right menu of the email.  
    
2. Click on the cloud, to launch Salesforce in the side panel.  (Note: It may prompt you to log into Salesforce)
3. Once logged in, Salesforce will try to match the email address to records for you. It will display any potential matches in the right column.   
   
    
4. Click “Log Email”, then select the appropriate record and Save. 
   
   
   
5. The email will now appear in Salesforce on the Contact record Activity History. 
   

Troubleshooting finding the correct record

Sometimes the email address does not automatically match (vanity email addresses can cause an issue). 

In this case, you can search for the student using the Salesforce search bar.  Select the name from the options, then click “Log”