Description of Issue:
How do we connect the Salesforce add-in to our Outlook to upload emails?
Resolution:
Use the steps below to get the Salesforce Outlook Add-in connected to your account after it has been added to your Outlook.
Click the button for the add-in.
Click the Log in to Salesforce.
When the login screen opens, click Use Customer Domain.
Type in “BoldGroup” then press “Continue.”
Click “Okta SSO” at the bottom of the page.
Enter your Okta Username and Password, then press “Sign In”
Confirm the connection to Outlook.
