This article outlines the steps required to record an Outlook email against a Contact record in Salesforce.





Click on the relevant email in Outlook  (via Inbox for an incoming email or Sent Items for a sent email)


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 Contact Name in the Salesforce side panel


Click on the Add Email button next to the Contact Name in the Salesforce side panel




Outlook will display confirmation that the email has been added to Salesforce


Outlook will display confirmation that the email has been added to Salesforce




Click View Contact in Salesforce link


Click View Contact in Salesforce link


The Contact record will be displayed in Salesforce. Please Note if you are not currently logged into Salesforce the Login screen will be displayed.





Click on Activity History in the Salesforce Contact record


Click on Activity History in the Salesforce Contact record




Outlook Email is listed as an Activity


Outlook Email is listed as an Activity