How to Log an Email in Salesforce from Outlook | Scribe

    How to Log an Email in Salesforce from Outlook

    • Megan Maxson |
    • 25 steps
    1
    Navigate to your Outlook Account.

    Log An Email You Received

    2
    Click on the email you want to log.
    3
    Click "Log Email"
    4
    Click the "Box with drop down arrow" icon to show a drop-down list of object options. Examples of options include, Accounts, Contacts, Cases, Opportunities, Cases, etc.
    5
    Click on the desired object.
    6
    Click the "Search" field and begin typing the name of the record you want to log the email to.
    7
    Click the desired record, in this example the record is the account for Fake Company. If a record in that object does not exist, you will be prompted to create a new one. In this example, if Fake Company did not already have an account record, I could create one.
    alert ordinal icon
    Alert! When logging an email, different fields in the pane will populate based on the sender's email address and the body of the email. You may not always want to log the email to the objects that Salesforce populates. You need to double check the relationships before you press "Save" and log the email.
    8
    If you want to log the email to the "People" or "Contact" records that were prepopulated, leave the checkboxes checked. If you want to log the email to one of the "People" or "Contact" records that were prepopulated, leave only that checkbox checked. If you do not want to log the email to any of the "People" or "Contact" records that were prepopulated, click "Unselect All".
    9
    The record you selected earlier will appear at the bottom of the page. The button next to that record will pre-populate. If you do not want to relate the email to that record, you can select the "None" button.
    10
    Click "Save" to log the email.

    Edit A Logged Email

    11
    Click "Edit Logged Email"

    Log An Email You Are Sending - Replying

    12
    Click "Reply" or "Reply All" on the email you want to reply to and log.
    13
    When the new window for the reply email opens, ensure that the Salesforce Pane is visible. If it is not visible, click "Salesforce" and the pane will open on the right-hand side of your email.
    14
    Write the body of your email.
    15
    Once you are done writing your email, click "Log Email on Send".
    16
    Click the "Search" field and begin typing the name of the record you want to log the email to.