Outlook Salesforce Integration - HydroflowSF/Training GitHub Wiki

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Outlook Classic

Home > All Apps > Add Apps () > Salesforce > Add

Home > 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.