How to Log Emails from Outlook in Salesforce Log Email through Outlook Add-in (Desktop) Open Microsoft Outlook Select an Email Click on the Cloud Icon in the top Ribbon (First Time Only) Select Production (First Time Only) Click Log In to Salesforce (First Time Only) A new window will open, select Custom Domain Enter Gemaire and click Continue (First Time Only) Select Confirm Salesforce Add in will try to determine the Customer Contacts and/or People in the organization to match to Click Log Email Make your final selections to tag this email to specific people,cases, opportunities, ect then click save Tips 💡 Use the Pin to Keep the Salesforce tab open on your Outlook Use the Log Emails Faster Option to skip that second confirmation window Troubleshooting Cloud Icon is Grayed outThis means you do not have an email selected Cloud Icon is not in the top ribbon First select to see if you see the 3 dots icon and select more If it’s not under that menu, contact the helpdesk to get the add-in added to your outlook. Log Email through Email to Salesforce link (Desktop or Mobile) Log in to Salesforce Click on your avatar in the top right corner Click on Settings Expand the email tab on the left hand side Select ‘My Email to Salesforce’ Copy your Email to Salesforce Address You Can now BCC this address to your emails and they will automatically log as records in Salesforce Tips 💡 Add your Email to Salesforce address as a contact in your Outlook. Open Outlook Select Address Book Click File, then New Entry Select New Contact 5. Complete Contact Card & Save