If you are running Microsoft New Outlook use these instructions to connect Outlook and Salesforce.  This connection provides two ways to send email to providers, facilities, hospitals or other IPRO clients, allowing you to leave an instant copy of the email on the record of the Contact, Case, or Account for future reference by IPRO staff and affiliates authorized to view the record.  

NOTE: The Salesforce/Outlook connection does not impact Secure Email. Please continue to follow your existing policy on sending/receiving Secure Email messages.  

This training will help you complete the following actions:

• Installing the Salesforce Outlook Plug-in
• Connecting the Outlook Plug-in to your Salesforce Account
• Logging Outlook outgoing email sends in Salesforce
• Creating Email Activity in Salesforce for incoming Outlook email messages