The email has now been logged into the Salesforce record(s) you selected.When finished with selections click on ‘Save’.In the ‘other’ section you can only choose one option via a radio button. You can select multiple people by checking/unchecking the boxes of the records you want to attach the email to.The name will then appear in the ‘People’ or ‘Other’ sections of the Log Email pane.Select the record from the drop-down search results.In the search box type the record you’re looking for.The search box defaults to ‘Accounts’ but you can click the drop-down arrow to select the record type you’d like to log the email to.When an email arrives in your inbox you’d like to log to a Salesforce record just click on ‘log email’.Logging an Email from your Inbox to a Salesforce Record Note that you’ll have to do this for both your reading screen and your compose email screen.Once you click the pin it will point downward to show the add-in is pinned. To pin the add-in so it always stays open click the pin. If you want the Salesforce add-in to stay open and not close each time you leave the screen, you’ll need to pin the add-in.Pinning the Salesforce Add-in so it stays open Creating a new Event, Task, Case or Account.Logging an email you compose in Outlook to a Salesforce record.Logging an email from your inbox to a Salesforce record.Salesforce Trailhead has a great 3 minute video that shows what you can do with the Salesforce Outlook add-in:.Once you’ve activated and configured the Salesforce add-in it will be active and configured in all versions of Outlook, both desktop and web versions.You will be logged into Salesforce inside Outlook the add-in.In the ‘Custom Domain’ box type: yale-som.my.Make sure ‘Production’ is selected for the Environment.If you’re using the web version of Outlook you can configure the add-in by clicking on the Salesforce Outlook icon.Click on the Salesforce Outlook Add-in on the Outlook ribbon (toolbar) to open it.The Salesforce add-in should appear on your Outlook ribbonĬonfiguring the Salesforce Outlook Add-in.
Salesforce add in for outlook greyed out how to#
It can be found here.This article shows how to install, configure and use the Salesforce Outlook Add-in Installing and Using the Salesforce Outlook Add-in If you find this to be the case, DocuSign recommends upgrading to the current version of the integration. This can be adjusted in Outlook 2016 by clicking "View" in the ribbon and then selecting "Reading Pane" and choosing the option "Right" or "Bottom".Īlso, in some older versions of the DocuSign for Outlook integration, it is required that the email have an attachment for options to be displayed. This means that you must access the DocuSign options from the email itself (not your inbox) or you must turn on the Outlook Reading Pane so that the email body is displayed while still in your inbox. In order for DocuSign for Outlook to present its options, the email itself must be rendered. (Only impacts the older downloadable version of the DocuSign for Outlook (Windows) integration) The email has not rendered or cannot be displayed. When I attempt to use the DocuSign for Outlook integration, the options are all grayed out. DocuSign for Outlook - Why are my options grayed out when attempting to use the DocuSign for Outlook integration? Issue
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