SALESFORCE FOR OUTLOOK PLUGIN

A quick guide how to setup Salesforce for Outlook plugin.

First, The user must install the Salesforce Add-in from outlook by clicking on this icon in the outlook toolbar.

And type 'Salesforce' in the search bar, install the first add-in
called just 'Salesforce'

Once the add-in is added, the user must connect to respective salesforce org, usually production.

if you want to login using SOO and not with Username and password, click on use a custom domain' and enter your custom domain's name.

you can find it by checking the URL in your org for example : {https://Domain.lightning.force.com/} you just need the custom domain, not the whole URL.

and click ok, then you will be able to see the button to login with SSO.

After the add-in is installed and connected, the user may access salesforce for outlook buy clicking on the icon directly or in the menu when clicking the 3 dots at the right,

Note that you must click on an email or meeting, or be in a meeting creation window to see the salesforce icon

Once in an email window, if the email addresses are related to contacts or users in your connected org, Salesforce will do a quick search and fetch you these records

The user can just click the '+' button at the top left and create new records, events, calls, they could even create a new contact record without leaving Outlook

they could also make a quick search to fetch salesforce record directly.

A simple use case:

If you click on a contact name while in a meeting window you will have the record details of that contact, plus a button 'LOG' that would take you to a form to add an event related to that contact.