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Click Send in the main Outlook email pane to send the email The email has now been logged into the Salesforce record(s) you selected Creating a new Event, Task, Case or Account To create a new event, task, case or account click on the icon.. In the search box type the record youre looking for Select the record from the drop-down search results The name will then appear in the People or Other sections of the Log Email pane You can select multiple people by checkingunchecking the boxes of the records you want to attach the email to.

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Click Send in the main Outlook email pane to send the email The email has now been logged into the Salesforce record(s) you selected Using Email Templates You can use email templates set up by your or your department to make email communications faster and more consistent.

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The search box defaults to Accounts but you can click the drop-down arrow to select the record type youd like to log the email to.. Fill in the required information such as Date, Name, Status, Related to, Assigned to or Description and click Save to save the item. Firefox Developer Version Offline Installer

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Logging an Email from your Inbox to a Salesforce Record When an email arrives in your inbox youd like to log to a Salesforce record just click on log email.. Click on New Email in the Outlook Ribbon Click on Email Templates in the Salesforce Outlook Add-In Select the drop-down arrow next to the Search Lightning Templates box to narrow down the template search.. Once you click the pin it will point downward to show the add-in is pinned Note that youll have to do this for both your reading screen and your compose email screen.. Select the category of template youre looking for Select the template you wish to use The template will fill in the subjectbody of the email Make any adjustments needed Click the back arrow next to Select Email Template Click on Log Email on Send Add any people or other options to the email (as seen above) Click Save Notice there is now an email address in the Bcc field.. Leave that email address in the Bcc field as thats how it will be logged to Salesforce. Crossover Pro For Mac

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In the other section you can only choose one option via a radio button When finished with selections click on Save The email has now been logged into the Salesforce record(s) you selected Logging an Email you Compose in Outlook to a Salesforce Record Click New Email in Outlook If the Salesforce Add-In isnt open on the side of your screen click on the Salesforce icon in the ribbon to open it Pin the add-in to keep it from closing by clicking on the pin at the top of the window Type the email address of the person you want to send the email to in the To field of the email Add a subject and text to the body of the email 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 Once youve completed your email click Log Email on Send Youll 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) Notice there is nothing in the Bcc field.. Using the Salesforce Outlook Add-in Salesforce Trailhead has a great 3 minute video that shows what you can do with the Salesforce Outlook add-in: Some of the more common features are: Logging an email from your inbox to a Salesforce record Logging an email you compose in Outlook to a Salesforce record Using email templates Creating a new Event, Task, Case or Account Viewing tasks Pinning the Salesforce Add-in so it stays open If you want the Salesforce add-in to stay open and not close each time you leave the screen, youll need to pin the add-in. 0041d406d9 Mojang Minecraft Free Download Mac

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