With Groove, you can log all of your emails to prospects and clients to Salesforce without lifting a finger. This way you can ensure that all the most important conversations with prospects and clients are logged for your and your team's visibility going forward.
How to Log an email to Salesforce
*Both Outlook web and desktop users can follow the process below to send tracked emails. There are slight differences in where the options show up in both web and desktop, which are explained below*
1. In Outlook, open a new message
*If you already have a message open and drafted from the previous guide on templates, feel free to skip ahead to step 6*
2. In the To: box, include a recipient who is a lead or contact in Salesforce; ideally, a test/dummy lead or contact in your Salesforce
3. Draft a message
4a. Users on Outlook web: Open Groove by clicking the Groove icon in your Message Surface. If it's not there, you can open it by clicking the 3 dots and selecting Open Groove
4b. Users on Outlook desktop: Open Groove by clicking Open Groove in the Top Ribbon
5. On the right hand-side, make sure the box for Log Email Activity is checked
- If it is checked and grayed out, you have Auto-log all emails. This means that all inbound and outbound emails will get automatically logged to Salesforce and related to the correct lead, contact, account, and opportunity
- If it checked but not grayed out, you have Auto-log only outbound emails enabled
- If it is unchecked, you have Manually log selected emails enabled
*If you'd like to change your Email Logging settings, click the Settings icon to the bottom right of the Groove add-in
6. Click Send with Groove.
- Outlook web users can click Send with Groove in the Groove taskpane on the right hand side, or within the shortcuts menu in the Message Surface
- Outlook desktop users can click Send with Groove in the Groove taskpane on the right hand side, or within the shortcuts in the Top Ribbon
Your message is now sent and logged to Salesforce!
Read Previous: 4. Inserting Templates in your Outlook email
Read next: 6. Salesforce context and activity history in your inbox