If you work in Outlook throughout the day it makes sense to do as much from there as you can. You also need to access and record a lot of information that is stored inside Salesforce. But that can often be challenging and time-consuming: switching between the two programs can get in the way of your workflow and interrupt your productivity. The good news? With Salesforce Integration, you can do the important work where you are spending your time - your Outlook inbox. No more switching from Outlook to Salesforce, finding your Lead or Contact, copying and pasting into Contact or Lead notes and then adding activities or updating statuses. Now, you can use Outlook where you were already working to send and add email to Salesforce. Yes, you heard it right from your Outlook inbox.
Here's how, let’s say you are sending an email to one of your Contacts.
On your Outlook home, select New Email to compose.
After selecting New Email type in your Contact’s email, Subject and your Message. You may notice that upon typing the email address of the Contact that you’re sending your email to; your Salesforce pane will refresh.
Once done composing your email it is now ready to be logged inside of Salesforce. So, go to your Salesforce integration pane on the right-hand corner and select the Log Email on Send.
Now after selecting Log Email on Send, you can save your email into Salesforce by hitting Save.
And there you go, you’re email is now been logged inside Salesforce.