Set Up Email Options for Salesforce for Outlook
- From Setup, enter Outlook Configurations in theQuick Find box, then select OutlookConfigurations.
- If you’re modifying an existing Outlook configuration, clickEdit next to the one that you want to modify. Otherwise, clickNew Outlook Configuration, and then complete the required fields.
- Clear the Side Panel option.
- Select Create Case. Then, choose one of these links.Recommended: Choose an Existing Create CaseDestination, which lets you choose existing destinations. You can choose up to 10 destinations for each Outlook configuration.Create a New Create Case Destination. To create one, save your work first, then create the destination. After that, return to the Outlook Configuration page to complete the Create Case setup requirements.
- Recommended: Choose an Existing Create CaseDestination, which lets you choose existing destinations. You can choose up to 10 destinations for each Outlook configuration.
- Create a New Create Case Destination. To create one, save your work first, then create the destination. After that, return to the Outlook Configuration page to complete the Create Case setup requirements.
- Save your changes.