Record Tasks with SnapRecord

Record specific tasks from Outlook to Salesforce as a one-off action. SnapRecord includes a one-way, single-click method to add a task to Salesforce. Tasks added to Salesforce with SnapRecord are automatically updated if the user makes changes to the task in Outlook. However, changes made to the task in Salesforce will not be reflected in Outlook. Users can relate the task to Salesforce records using the Side Panel and complete SnapFields to update additional Salesforce information, if applicable. This option is enabled by default. SnapRecord is automatically disabled if auto sync is turned on.

Warning: SnapRecord is automatically disabled if auto sync is turned on. Tasks added to Salesforce with SnapRecord are updated one way from Salesforce to Outlook. Changes to the tasks in Salesforce will not be reflected in Outlook.

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Record Tasks with SnapRecord 

Create or open a Task in Outlook, and enter information for the item in the presented fields, as needed.

Search for relevant Salesforce records in the Side Panel. Select the Relate to Salesforce checkbox next to records in the Search Results.

Warning: Salesforce does not allow users to take action on contacts and leads at the same time. Try selecting only contacts or only leads and record the task.

Tip: Some SnapShots may not include a checkbox to relate the task to a Salesforce record. The option to Relate to Salesforce only appears when working with a supported Outlook item (i.e. email, calendar event, or task). The checkbox will not appear if the Salesforce record does not include Activity History.

Click the View Salesforce Fields button in the Relate to Salesforce section of the Side Panel.

Tip: SnapFields are presented in the View Salesforce Fields window if the Salesforce event page layout includes either the type field and/or any custom required fields. Users cannot SnapRecord the event until required fields are completed. Some users may not have any SnapFields available.

Enter the values as applicable in the Salesforce Fields window, noting that required fields are marked in red. Click the green checkmark when finished. The fields will be updated in Salesforce when the event is recorded.

Deselect the Relate to Salesforce checkbox to disassociate the task from a selected record. Uncheck all of the selections to remove the task from Salesforce.

Save the task to record it to the selected Salesforce records in real time.

Tip: An Outlook Category of CRM will be assigned automatically to the task after it has been recorded to Salesforce, providing a visual indicator of recorded items in Outlook.

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