These instructions are for staff who have access and permission to use the Salesforce app.
Please Note: This functionality currently does not work with shared inboxes
Connect Salesforce to your Outlook Email
- Start in your outlook mailbox. This should work in both the web app and the desktop, but the layout may vary. To add Outlook apps you need to locate 'Add Apps'. Look for an icon that resembles squares within a bigger square.
- Click 'Add Apps'.
- Enter “Salesforce” in the search bar and press enter. Make sure you choose the official Salesforce.com app and not a third party app.
- Click to add the component to your apps. Up to this point all of this process is done in outlook. If you have difficulties with it you can reach out to the Microsoft Outlook team for assistance.
Setting up your Salesforce User Profile for Enhanced Email
1. Login to Salesforce. These instructions are for the Salesforce Lightning experience, so if you are using classic make sure you switch to lightning. If you have issues with the following instructions please contact the Salesforce team for assistance.
Your profile is accessible via the circle in the top left menu. If you have not yet uploaded a photo it should be a picture of Tommie Tomcat.
2. You want to click on 'Settings' in the top part of the menu. 
3. This takes you to where you can change your personal information. The first thing we need to do for email tracking is make sure that your time settings are correct. Salesforce will use this to log the email time. 
4. Make sure your time zone is correct and then hit save.
5. Next we will navigate to the email tab on the side menu. Specifically among the email options we want My Email to Salesforce. 
6. The thing we want to check here is 'My Acceptable Addresses' 
7. The ability to log an email on send relies on the address you are sending from being one of these emails. For most people this means you will want to add your vanity email address (which the system does read as separate). Make sure you are doing so by entering a comma and then the email address, as pictured above.
8. You can now save this and should be good to log your first email. The section above that talks about BCCing a custom email address can be ignored, as the app is doing that for you. It does mean that if someone replies all instead of simply replying it will automatically be logged.
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