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Reference — lookup information.
Once you’ve downloaded the Affinity Outlook Add-in, learn how to easily qualify, manage, and capture insights about your connections and deals as you navigate across your Outlook inbox.

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Overview

  • How to sign in and access Affinity for Outlook
  • Actions you can take on Affinity for Outlook
  • Profile Tab Counts - Connections and Activities

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How to sign in and access Affinity for Outlook

  1. First, sign into the Outlook account that has access to your Salesforce instance.
  2. If your team’s security protocols are more strict and need to know what the URL is when loading the sign in pop-up modal that appears, please have them approve of the URL: .affinity.co
    1. Using the asterisk (*) will ensure that all affinity.co URLs are approved.
  3. Then, click into an email thread and click on the Affinity for Outlook icon.
  1. Once the sidebar appears on the right, click Sign In With Work Account.
  1. Click Allow, then enter your Affinity subdomain to authenticate your account (see How to find your Affinity subdomain).
Note: Outlook users with SSO can also use the Affinity for Outlook add-in.

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Actions you can take on Affinity for Outlook

  1. Click open any email thread, then click the Affinity for Outlook icon. The Affinity for Outlook sidebar will appear to the right of the email.
Note: Placement of the Affinity for Outlook button/icon may differ if you’re on the web app vs. desktop app.
  1. Based on the participants in the email thread, you will see all the relevant Accounts and Contacts in the sidebar that appears on the right side of your screen.
  1. If they don’t already exist in your Salesforce instance, you can click the blue plus (+) button to quickly add them as a record.
  1. Click on any person or organization to get more information. If they don’t already exist in your Salesforce instance, you will see a blue Add to Salesforce button, along with three tabs:
  1. Details - Displays enriched Affinity Data and custom Salesforce data.
  2. Connections - Displays all the connections who know that entity based on synced email and calendar activities.
    1. There is also an Inferred Connections section specifically shown on organization profiles. Inferred Connections are not based on synced email and calendar activities, but shared work experiences.
  3. Activities - Displays all the synced emails and meetings from you and your team members as it relates to that entity.
  4. If they exist in your Salesforce instance, you will see two additional tabs (for a total of 5 tabs):
  1. Opps - Displays only opportunities that the people and organizations associated with in your Salesforce instance. The field values for these opportunities can be edited from here.
  2. Notes - Displays the notes associated with that entity.
  3. You can also click on the Search icon to search for a person, organization, or opportunity.
  1. Can’t find an entity? Click the + icon to create a new contact, account, or opportunity.

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Profile Tab Counts - Connections and Activities

Quickly evaluate your/your team’s involvement with a given contact or account based on the profile tab counts for the following:
  • Connections - Count of total connections, including manually added and inferred connections.
  • Activities - Count of total activities (synced emails and meetings).
    • The count will vary from user to user based on their respective Salesforce activity permissions.