This article outlines the steps required to record an Outlook email against an Organisation record in Salesforce.
Click on the relevant email in Outlook (via Inbox for an incoming email or Sent Items for a sent email)
1. The Salesforce side panel will search for the senders email address in Salesforce and display the matching Contact record.
Click on the Add Email button next to the Organisation Name in the Salesforce side panel
Outlook will display confirmation that the email has been added to Salesforce
Click on Organisation Name in the Salesforce side panel
The Organisation record will be displayed in Salesforce. Please Note if you are not currently logged into Salesforce the Login screen will be displayed.