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I enabled Outlook Integration:

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with Enhanced Email with Outlook:

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Have an account with a custom field (theres no standard field) with this email in salesforce and when receive a mail from the exact same email, The integration doesnt find any relation to those records! I think that its relating only with people. Why?

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The panel has the Account section:

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Thanks

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The outlook add-in will suggest contacts, leads, or users based on the email recipient list and the standard email field in Salesforce. It will not be looking for Accounts to match based on a custom field as you're asking.

This knowledge article goes over what it can and cannot do in terms of automatic searching. This, below, is directly from the article and answers your question:

Can this search logic be customized? Search parameters are not configurable at this time.

Is the domain in the email address used to find an account? The email domain is not used at this time.

Are other email address fields used in the search? The standard email address on Contact/Lead/User objects is used in the matching logic. Custom email address fields on those objects will also be considered.


You can search for accounts in that search bar (or other objects) to relate the email to those records, but it will require you to search yourself.

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  • Create a contact for every account who doesnt have a contact related? (As a workaround to avoid manual search) – Tomas Garcia Etchegaray Mar 31 at 7:32

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