in Record

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Record emails to Salesforce directly from the Side Panel in Outlook. The process is the same for inbound and outbound emails.


Additional Resources: Users can adjust the display and search settings in the Side Panel. Refer to the Edit Preferences section of this User Guide for more information.


Warning: Large emails with more than 32,000 characters in the body will record to Salesforce. However, the additional text will not be recorded because Salesforce limits the “Comments” field for tasks to 32,000 characters.

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Record an Email to Salesforce

Select or compose an email. Note that the Side Panel returns Search Results based on the sender and/or recipient email address(es) and the related Salesforce records.

 


Select the option to Accept This/These Suggestions in the Relate to Salesforce section to record the email to all of the listed suggested records.


Tip: LinkPoint Connect automatically suggests contacts and/or leads in Salesforce if they are included in the To, From, Cc, or Bcc fields of the email. If there are no matching contacts or leads in Salesforce, the Relate to Salesforce section will not display any suggestions.


Select the Relate to Salesforce checkbox next to records in the Search Results to record the email to the selected record.


Warning: Salesforce does not allow users to take action on contacts and leads at the same time. Try selecting only contacts or only leads and record the email.


Enter text in the Search field, and press Enter or click the Search icon to search for additional records.


Deselect the Relate to Salesforce checkbox to disassociate the email from a selected record. Unchecking all of the selections will remove the email from Salesforce.


Tip: An Outlook Category of CRM will be assigned automatically to the email after it has been recorded to Salesforce, providing a visual indicator of recorded emails in Outlook.

 


Tip: Some SnapShots in the Side Panel may not include a checkbox to relate the item to a Salesforce record. The option to Relate to Salesforce only appears when working with a supported Outlook item (i.e. email, calendar event, or task). The checkbox will not appear if the record does not include Activity History in Salesforce.


Additional Resources: SnapShots provide an overview of Salesforce records in the Side Panel. Refer to the View Salesforce Data in Outlook section of this User Guide for more information.


Tip: To view the recorded email, click the Open Record icon in the Related to Salesforce header. This will open the email as a completed task in Salesforce in a web browser.


Tip: Recorded emails will include an indicator icon in the Subject Line in the Activity History in Salesforce. The ⬇✉ (inbound) and ✉⬆ (outbound) indicators are automatically applied as part of the recording process and show whether an item was sent or received.

 


Send the email to record it to the selected Salesforce records. Inbound emails will be recorded in real time when Relate to Salesforce selections are made.

 

 


Additional Resources: Learn more about predefining and locking Sync Job settings in the Locking Sync Job Settings section of this User Guide.


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