When you are composing your email to be sent out from Outlook, you can also choose to log this email in Salesforce.com under the Account. Opportunity, Contact or Lead records. To ensure your email is correctly logged in your Salesforce account, please follow the steps below:
- Verify the Salesforce Logging button is blue. If not, click this button to log the email and attach it to a Salesforce record.
After clicking Send, select the record in Salesforce.com you would like to log your email to.
Your email has been sent and logged in Salesforce.com