Enhancing Outlook with Salesforce Integration
RZ

Rachel Zeman

Created Oct 20, 2023

Enhancing Outlook with Salesforce Integration

166
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Outlook (PWA)

9 Steps
1

Open Your Outlook

Open Your Outlook
2

On your Home Tab - Find "Get Add-Ins" button

On your Home Tab - Find "Get Add-Ins" button
3

Click on Get add-ins

Click on Get add-ins
4

In the search field - Type "Salesforce"

In the search field - Type "Salesforce"
5

Click on Salesforce…

Click on Salesforce…
6

Click on Add

Click on Add
7

Exit the Add-In window

Exit the Add-In window
8

Click on Salesforce - Show Related Salesforce Records

Click on Salesforce - Show Related Salesforce Records
9

Click on Pin Salesforce

Click on Pin Salesforce
Well done!
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