Weflow's Outlook Add-In allows you to manually log emails and meetings to Salesforce. The Outlook Add-In automatically suggests records based on Weflow's proprietary logging algorithm once an email address has been added to the email recipients or meeting invitees.
What the Weflow Outlook Add-In can do for you and your team:
Manually log emails from Outlook to Salesforce.
Manually log meetings from Outlook to Salesforce.
Enable open tracking for Email Messages in Salesforce (separate managed package needs to be installed).
The Add-In can be used on the following platforms and clients:
Outlook on the web
Outlook on Mac (Microsoft 365)
Outlook on Windows (Microsoft 365)
Overview of the Outlook Add-In
Install the Weflow Outlook Add-In from the official Microsoft AppSource store:
Log Meetings
When activity capture is active, the Add-In gives users additional controls over their email logging behavior. Users can choose different records to log to, or alternatively disable meeting logging for a specific event.
Log Emails
When activity capture is active, the Add-In gives users additional controls over their email and meeting logging. Users can choose different records to log to, or alternatively disable email logging for a specific email thread or an individual email.