Create a follow up as a task or event in Salesforce from Outlook. This helps users plan next steps while interacting with people via email. The process is the same for inbound and outbound emails. Enable calendar and/or task sync to move follow up items from Salesforce to Outlook.
Additional Resources: Refer to the Establish Calendar Auto Sync Settings and Establish Task Auto Sync Settings sections of this User Guide for more information.
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Create a Follow Up in Salesforce
Select or compose an email, and select the record(s) to relate the item to in Salesforce. At least one record must be selected to create a related follow up.
Click the Follow Up icon in the Related to Salesforce section in the Side Panel. Note the icon color is a dull orange indicating that a follow up has not been created yet.
Additional Resources: The default type for follow ups is tasks. Users can change the default to events in the Preferences Pane. Refer to the Edit Preferences section of this User Guide for more information.
Review the SnapForm. Note that some fields such as Subject, Description, and related records have been prepopulated based on the email content. Edit as needed, complete all required fields, and click the green checkmark to create the item in Salesforce.
Click the Follow Up icon in the Related to Salesforce section in the Side Panel to edit the item. Note the icon color is a bright orange indicating that a follow up exists and is available for editing.
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