Salesforce Lightning for Outlook is an extension for Microsoft Outlook that enables users to interact with the Salesforce database directly from Outlook, including searching, retrieving, creating and editing records. It is compatible with the Outlook desktop application for Windows and the web-based Office 365 calendar and mail apps. Salesforce Lightning for Outlook is enabled by default for all Tides Canada Outlook users.

Salesforce Lightning for Outlook provides a convenient and efficient way to sync e-mails and meetings to the Salesforce database and to relate these to contacts, opportunities and other records in Salesforce. The process for syncing an e-mail or meeting to Salesforce using Salesforce Lightning for Outlook is as follows:

1. Open the Outlook e-mail or calendar entry you wish to add to Salesforce:
   • For incoming e-mails, open the e-mail item in your inbox.
   • For outcoming e-mails, send the e-mail first, and then open the e-mail item in your sent items.
   • For meetings, find and open the calendar entry by double clicking on it in your calendar.

Note: Every time you send or receive a reply to an e-mail previously synced to Salesforce, you will need to sync the later message separately to capture

2. Press the View button with the blue Salesforce cloud icon in the main Outlook home menu.

3. This will open the Salesforce panel on the righthand side of your screen (see below)

Note:  If this is your first time using Salesforce Lightning for Outlook, the system will prompt you to log into Salesforce. If you are having difficulty logging in, use the custom domain “tidescanada.my.salesforce.com” and be sure to press the “Tides Canada” button to use the Tides Canada Single Sign On interface.

4. The system will automatically retrieve any contacts in Salesforce whose e-mail address matches that of the sender or recipient of the e-mail or of the organizer or participants in the meeting.

Note: If the contact you wish to associate the e-mail or meeting with was not automatically retrieved, use the “Search Salesforce” box at the top the panel, to search for contacts that were not automatically found. If the contact does not exist in Salesforce, you will first need to create it.

5. If you wish to log attachments to the e-mail, ensure the Include Attachments checkbox at the bottom of the panel is selected.
6. Log the e-mail or meeting in Salesforce by pressing the upload icon to the right of the contact’s name.  E-mails and meetings should only be logged for external constituents. Internal e-mails should not be logged in Salesforce.

Note: if you upload the e-mail to the wrong contact, just press the upload icon a second time, to undo.

7. Repeat for any additional external contact(s) whose contact record you wish to associate the e-mail to. You may associate a single e-mail or meeting with up to 50 separate contacts in Salesforce.
8. Relate the meeting or e-mail to a relevant opportunity record. This step is critical to convey that this e-mail or meeting is fundraising-related and to ensure that it is displayed on the appropriate opportunity record. The relevant opportunity may appear automatically, or you may need to search for it. Once you have found the right opportunity, use the upload button to relate the e-mail or meeting to it.

Note: you may relate the e-mail or meeting to only one opportunity record.

9. To view the e-mail or meeting record you have created in Salesforce, press the “View this record in Salesforce” button:

Note: This button will send you whatever record is currently open in the Salesforce panel. To get directly to the e-mail or meeting, ensure you press this button while in a list or search view, rather than displaying a specific record.

10. For meetings, you will be recorded as the sole internal participant. If you wish to add additional internal participants to the meeting in Salesforce, follow these instructions:
    • Open the meeting record in Salesforce (see step 9 above)
    • Press Edit
    • Scroll down to the “Select Invitees” section at the bottom of the page. Press the Select button.
    • Choose the “Users” option in the Search picklist.
    • Search for the internal participant you wish to add to the meeting by entering their name and pressing Find
    • Select the appropriate user account (should have a blue user icon to the right of it) and press the Add > arrow.

Note: only internal users should be added in this way. External constituents should be added directly from Salesforce (see step 6 above) or by adding them to the Name field using the contact selector.

• Repeat for each additional internal participant.
• Press the Done button
• The page will refresh. Press Save to save your changes.

Note: Avoid pressing the Save & Send Update button, as this will send an e-mail notification to internal parties.if you upload the e-mail to the wrong contact, just press the upload icon a second time, to undo.