Outlook to Salesforce -Sidebar
What does Outlook to Salesforce do?
Outlook to Salesforce is a Panel that sits in your Outlook. When you select an email from the Inbox or Sent Items, the Salesforce Side Panel displays all related Salesforce contact and lead details directly in Outlook. You can then choose whether to add the email and attachments to the related records.
In addition, the Salesforce Side Panel:
· Displays the most recent activities, opportunities, and cases related to the contacts and leads that appear in the side panel so you can see what activity and communications has recently happened with the Contact/Lead.
· Makes it easy to add Outlook emails and their attachments to multiple Salesforce records.
· Discovers duplicate contacts or leads. You choose the most appropriate ones to display in the side panel.
· Includes a Search feature to find additional Salesforce records.
· Includes links to view full record details directly in Salesforce.
How to use the Outlook to Salesforce Panel
**Open the Sidebar in Outlook whilst you are reading these instructions**
Adding emails
1) Select an email in Outlook. This can be a new email you are writing either in response to another or to initiate contact, or an email in your sent items.
2) Review the Salesforce content that appears in the side panel, which displays contacts and leads based on the order they appear in your email’s or event’s From, To, and Cc fields.
i) For each contact and lead, it’s easy to view related activities, opportunities, and cases. If you want to view full record details, just click on a record’s link to open it directly in Salesforce.
ii) If there are duplicate records for an individual then click
next to the contact name and this will take you to a list. Make sure you attach the email to the correct record by clicking “Select & Display”.
3) Once you have the correct record - to add your email or event to the Salesforce records of your choice, click next to those records. You can makes sure the email is attached to the relevant organisation’s account as well.
4) Select the other contacts and leads related to your email to view their details, along with related activities, cases, and opportunities.
If you don’t see records you’re looking for, click 
to find other records, and then add emails from the Outlook tasks list to them.
TIP 1- Adding Email Attachments
If your email has an attachment, you’ll see 
next to the individual attachments in your side panel. Click the icon to add those attachments to Salesforce.
Please note that adding attachment can only be done after you have sent the email.
Removing emails
1. If you wish to remove an email you have just added to Salesforce, in the Salesforce Side Panel, find the Salesforce record from which you want to remove the email. The upper section of the side panel displays the records to which you’ve already added your email. With your mouse, hover over 
, which turns to 
, then click it to remove your email from the Salesforce record. The side panel displays updates for the remaining Salesforce records to which you’ve added your email.
TIP 2 – Adding emails from your sent folder
If you add emails from your sent folder rather than inbox it will create one activity for the entire email chain rather than create multiple records under activity history.
TIP 3 – Having a Clear & Concise Email Subject Line
Make sure the subject line of the email, or subject of the meeting or call log, reflects the content and isn't vague.
Why? This will also help people viewing a stakeholder’s Salesforce record to understand which activity records they need to read further in order to gather all relevant information.
How to change the subject (important for emails):
You can amend the subject of an Activity History record by going into Salesforce clicking on the Edit button and typing over the Subject Field- this is particularly useful when adding emails where the subject line doesn’t necessarily reflect what’s pertinent about the email.
‘Hello from Teach First’ might be a nice way to make initial contact and then changing the subject line in Salesforce to ‘Initial contact re Futures mentoring’ will help people know what this email is about. You also might want to do this if there is anything in the email that you wanted to draw attention to for other viewers of the record – such as a concern or a complaint.