Please Note: You do not need to log both incoming and outgoing email. If you are intending to respond to an incoming email, then just log the outgoing response email. Lightning for Outlook will capture the entire email thread (outbound + inbound email) in the email that is logged into Salesforce.
Non-Existing Portfolio Contact: Logging Incoming Email into Salesforce
Before logging an incoming email into Salesforce, you will first need to create a create a Portfolio Contact, Company Summary, and Investment Opportunity record..
- Click on the new incoming email in Outlook.
- Click on the Salesforce View Icon in the top right of Outlook.
- Once you click on the Salesforce Icon, Lightning for Outlook will recognize the email address in the From: field of the email message in Outlook and will automatically re-load the side panel with the record that matches the email address in Salesforce.
- Lightning for Outlook will populate an "Add to Salesforce" button next to the record under the People section to indicate that the contact record does not exist in Salesforce yet.
- Click the Add to to Salesforce button.
- Select New Contact - Portfolio. (Refer to the Freshdesk Article here on how to add a Portfolio Contact and its related records to Salesforce)
After creating the Portfolio Contact, Company Summary, and Investment Opportunity record:
- Click the Up Arrow icon next to People to log the email to the Portfolio contact and Company Summary record in Salesforce.
- Click into the Contact record.
- Click into the related Investment Opportunity record.
- Click the Up Arrow Icon next to Opportunity to log the email to the Investment Opportunity record in Salesforce.
- The Up Arrow Icon will change to a Check icon once the email has been logged on the appropriate records.
Please Note: Attachments are automatically logged. If you do not want to log an attachment associated with an email then deselect the attachment prior to logging the email.
Existing Portfolio Contact: Logging Incoming Email into Salesforce
Once you click on an incoming email, Lightning for Outlook will recognize the email address in the From: field of the email message in Outlook and will automatically re-load the side panel with the existing record that matches the email address in Salesforce.
1. In Outlook:
- Click on the incoming email message in Outlook.
- Click on the Salesforce View Icon in the top right of Outlook.
2. In Lightning for Outlookl:
- Click the Up Arrow icon next to People to log the email to the Portfolio Contact and Company Summary record in Salesforce.
- Click into the Contact record.
- Click into the related Investment Opportunity record.
- Click the Up Arrow Icon next to Opportunity to log the email to the Investment Opportunity record in Salesforce.
- The Up Arrow Icon will change to a Check icon once the email has been logged on the appropriate records.
