Salesforce for Outlook

Question

Is there anyway we can have the emails we sync with Outlook go to the opportunity and not the main activities for the entire account.

Benjamin Bolopue · Accepted Answer

With SFO 2.9 and up (any version of it with the search bar), you can attach an email and (depending on the configuration your admin has setup) its attachments to any Record that shows up in the search results. In the screenshot below I've highlighted an email from a known/active Contact who's not associated with any Opportunities/Cases/Etc. Keeping that email highlighted, I did a search for "test". As you can see, I'm able to associate the email with several unrelated Records.

Thanks,

Ben

Esteban Rocha · Answer

In Outlook, on the Salesforce sidebar you can add the email to:   - The Contact   - The Account   - The Opportunity   The contact has to be related to the Oportunity to do that.   I'm not an expert but I think is how its works

Salesforce for Outlook

Collaboration

Related Learning

More Help