Setup Outlook Integration

Outlook Integration allows you to easily work between Salesforce and Outlook by viewing Salesforce records within Outlook, copying emails over to Salesforce records, or creating new records like Leads and Contacts directly from Outlook.

What is the Outlook Integration?

Side Panel that sits within Outlook that allows you to interact with Salesforce records right within Outlook


Benefits of the Outlook Integration:

  • One-click add emails to Salesforce
  • One-click open Salesforce record from Outlook
  • Create new Salesforce tasks and events from Outlook
  • Create new records such as leads, contacts, accounts from Outlook 
  • View Salesforce detail records in Outlook
  • Make Edits to Salesforce records directly in Outlook
  • When composing new emails, Use Salesforce Lightning Email Templates but send directly from Outlook 


Requirements:  You must have Outlook 2013, Outlook 2016, Outlook 2019 or the Outlook Web App (OWA) and a Salesforce Administrator must add you to a specific active directory group before you can use the Outlook Integration.

If you're not sure you've been added, submit a ticket.

Step-by-step guide

The Outlook Integration is an Outlook add-in.  Click the button that looks like this.

In client version, under File:

 OR Get Add-ins

OR All Apps:

 In the screen that pops up, search for Salesforce in the search box.  The Salesforce add-in is the first in the list, called Salesforce.

Click the blue Add button.


Login to Salesforce from Outlook

In Outlook, open an email, find the blue Salesforce cloud in the upper right corner of Outlook, and click on it.

Follow these steps to set up the Outlook Integration the first time

  1. Open Outlook 2013, 2016, 2019  or Outlook Web App.
      

  2. Open an email you have either sent or received.  Look for the blue Salesforce cloud.

3. A side panel will open and ask you to Log In to Salesforce.  Click on this button.

4. Click on the “Use Custom Domain”

        5. Type Johnson and click Continue

   

5. Login with your Cornell Duo Authentication credentials

6. Click continue to give Salesforce permission to connect with your Outlook account.

7. You should now receive a success message, Click Got It.


Common Troubleshooting Steps:

If you have trouble with the Outlook Integration:

  1. Ensure that your Outlook is on the latest version (if using an Outlook desktop app).
  2. Try using the Outlook Integration in Outlook on the web.
  3. Check for updates to your computer.
  4. Log out of the Outlook Integration and log back in.
  5. Uninstall and reinstall the Outlook Integration.


If you are already connected to a Salesforce org other than the College of Business you will need to log out of the current org so that you can log into the College of Business Salesforce org.  To do so, click on the cloud, click on your profile picture, and then click Log Out.

  • Check whether the add-in appears in Outlook on the web. Go to Outlook on the web, sign in, and open any single email in your inbox. Look for the small blue Salesforce cloud. If you see it on the web but not in desktop Outlook, the problem is with desktop Outlook: update and restart it, and use Outlook on the web in the meantime. If you don't see it anywhere, you may not have been added to the access group yet: submit a ticket.
  • Draft emails can't be logged. Send the email first, then log it to Salesforce from your Sent folder.
  • Still not working? submit a ticket. IT may run an online repair of Microsoft Office on your computer.
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General Salesforce Best Practices
The starting point for using Salesforce at Johnson. Links to guides for navigating and searching, managing your user settings and list views, working with Accounts and Contacts, logging Activities and Tasks, College Engagements, the Outlook integration and multi-factor authentication.