Outlook Edition Tip- When adding an email, notice what else you can do

If you use Outlook Edition to add emails to salesforce, then you should take notice of the other tabs that are available after you click the "Send and Add" button from within Outlook. Most of the time, people just click the "Send and Add" button, locate the contact in salesforce and submit. However, there are some other helpful tabs on that dialog box that you should check out. Note the "Related (What)" and "Message" tabs:



The Related What tab lets you associate your email with another object like an Account, Opportunity, or Campaign. So, if you know your email is related to the "Florida Staffing Association Campaign", then you should relate that campaign to this email:


The Message tab lets you edit the text content of your email before it gets posted into salesforce. This can be very handy if you've got a lot of unneeded text at the bottom of your email, or if you've been replying to emails back and forth and the entire conversation is repeated in the text of each email. Note the highlighted text below that is unnecessary and should be deleted:



Submitting emails to salesforce by using these other tabs in the Outlook Edition dialog box will help you keep your salesforce data cleaner and will better associate your email to the correct Account, Campaign or Opportunity.