Salesforce: Connect Outlook Email to Log Interactions

These instructions are for staff who have access and permission to use the Salesforce app.

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”