Outlook Salesforce Integration - HydroflowSF/Training GitHub Wiki
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Outlook Classic
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> All Apps
> Add Apps
() > Salesforce > Add
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> More
() > Salesforce > View
In a new email (incoming or outgoing) Use the Salesforce View tool (under More). As I've already entered the contact name in my email, it pulls up all relevant details. Use Pick Records
to choose Accounts or Opportunities to log the email against.