The Connect for Outlook Side Panel is the primary interface for Salesloft activity inside Outlook. It gives sales reps access to Person profiles, Cadence management, reminders, CRM record logging, and more — without leaving the inbox. This reference covers every element in the Connect Side Panel and links to step-by-step guides for common actions.
The side panel is accessible from two contexts in Outlook:
|
Starting Location
|
Path
|
|---|
|
Viewing or replying to an email
|
Click the Salesloft logo in the email toolbar — or — click the ellipses (...) above the message → hover over Salesloft Connect → select Open Salesloft
|
|
Drafting a new email
|
Click the ellipses (...) in the send bar (same row as the Send button) → hover over Salesloft Connect → select Open Salesloft
|
Things to Note: When drafting an email, a recipient must be present in the To field for Person information to appear in the panel.
Figure 1: Steps to open the Salesloft Connect side panel in Outlook.
Pin the Side Panel
You can pin the side panel so it stays open as you move between messages, rather than re-opening it each time.
- To pin: Open the side panel, then click the pin icon in the upper right corner.
- To unpin: Click the pin icon again. The panel will close when you navigate to a new message.
Things to Note:
- You can only pin the panel in Read mode (while viewing an email). You cannot pin it while composing a new message.
- Pinning is available for Office 365 subscribers using Outlook 2016 or later on Windows, Outlook 2016 or later on Mac, or Outlook on the web.
Figure 2: Pinned side panel with pin icon highlighted in upper right corner.
The side panel content is the same for all users. The specific tabs and actions available depend on context (viewing vs. drafting an email) rather than user role.
|
Context
|
What Appears in the Panel
|
|---|
|
Viewing / replying to an email
|
Person Profile view, Overview tab, People tab, Reminders tab, Person Actions menu
|
|
Drafting a new email
|
Person Profile view, Templates tab, Snippets tab
|
Admins control which fields are visible or required in the Person edit view via Object and Field Configuration Settings in Salesloft. See Person Field Configuration and Account Field Configuration for details.
Things to Note: From the Person Profile view you can open a dedicated Account view by clicking the Account name in the Person header, for further details see Account View section below.
These elements appear at the top of the side panel regardless of which tab is active.
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
A
|
Pin icon
|
Keeps the panel open as you navigate between emails
|
Click to toggle pinned/unpinned
|
|
B
|
Additional Options menu
|
Access account-level actions including signing out of Connect
|
Click to open; select Log out to sign out
|
Person Profile Header
Displays at the top of the panel whenever a matching Person is found in Salesloft.
Figure 3: Person Profile header in the side panel
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Person's Name
|
Displays the Person's full name from their Salesloft record
|
Display only
|
|
2
|
Person's Role
|
Displays the Person's job title
|
Display only
|
|
3
|
Person's Account
|
Displays the Account the Person is associated with
|
Click the Account name to open the Account view for the company.
|
|
4
|
Company URL
|
Displays the Person's company website
|
Display only
|
|
5
|
Person Stats
|
Shows up-to-date engagement metrics (emails sent, Opens, Clicks, Replies, Calls Logged, etc.) for this Person across your team
|
Display only
|
|
6
|
Pencil / Edit icon (Office 365)
|
Opens the Edit Person form
|
Click to edit the Person's profile — see Edit Person Profile below
|
|
7
|
Three-dot menu (Windows/Mac)
|
Opens Person actions including Edit and Quick Actions
|
Click to access Edit or Quick Actions
|
|
8
|
Create Task icon
|
Opens the Create Task modal, pre-populated with the current Person
|
Click to create a new task — see Create a Task in Salesloft
|
|
9
|
Social & CRM deep-links row
|
A horizontal icon bar beneath the profile header with shortcuts to the Person's LinkedIn, X/Twitter, Personal Website, Salesforce RM record, and Salesloft record
|
Click to open the destination in a new browser tab.
|
Overview (Contact Tab)
This is the default landing view when you open a Person. It mirrors the Person layout from the main Salesloft web app. It displays the Person's information pulled from their Salesloft profile and lets you edit fields inline.
Figure 4: Overview tab with email, tags, and Cadence Stage dropdown visible
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Search person fields
|
A search bar at the top of the tab that filters the Person's fields in real time
|
Type a field name to narrow the list
|
|
2
|
Email addresses
|
Lists available email addresses for the Person
|
Click an email address to open a new draft addressed to that contact
|
|
3
|
Contact fields
|
Displays phone numbers and other contact details from the Person's Salesloft profile
|
Click a field to edit it, changed save synchronously to Salesloft and show a success state in the panel
|
|
4
|
Tags field
|
Shows existing tags on the Person record. Supports viewing, applying, creating, and removing tags inline without leaving Outlook. The dropdown surfaces the top 15 most-used team tags on click and filters in real time as you type.
|
Click inside the field to open the tag dropdown. Select an existing tag to apply it, or type a new name and select + Create '[tag name]' to create and apply a new tag. Click the X on any tag chip to remove it.
|
|
5
|
Cadence Stage dropdown
|
Shows and updates the Person's current stage in the sales cycle
|
Click the dropdown and select a new stage to update it
|
Things to Note: Fields that are disabled or read-only in your Salesloft admin settings cannot be edited here. Editable fields follow the same permissions as the web app.
Cadences Tab
Displays Cadence information for the Person and allows adding them to a new Cadence.
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Active Cadences list
|
Shows the Cadences the Person is currently enrolled in
|
Display only
|
|
2
|
Cadence history
|
Shows previously completed Cadence activity for this Person
|
Display only
|
|
3
|
Add to Cadence button
|
Opens the Add to Cadence panel
|
See Add a Person to a Cadence below
|
Triggered by clicking the Add to Cadence button.
Figure 5: Add to Cadence panel showing My Cadences / Team Cadences toggle, search field, and Cadence list
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
My Cadences / Team Cadences toggle
|
Filters the Cadence list to your personal Cadences or your team's shared Cadences
|
Click to switch between lists
|
|
2
|
Search field
|
Filters Cadences by name
|
Type to search
|
|
3
|
Cadence list
|
Lists available Cadences based on the active filter
|
Select a Cadence to add the Person, or click Show Steps to choose a specific starting step
|
|
4
|
Show Steps
|
Expands the selected Cadence to display individual steps
|
Click to view and select the step where the Person should begin
|
|
5
|
Assign to dropdown
|
(Team Cadences only) Assigns the Person to a specific teammate's Cadence rather than your own
|
Click the dropdown and select a teammate
|
|
6
|
Add to Cadence button (bottom of panel)
|
Confirms and adds the Person to the selected Cadence
|
Click to complete the action
|
Activity Tab
Shows a full history of interactions between this Person and any Salesloft user on your team.
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Engagement metrics row
|
A row of metrics (Emails Sent, Opens, Clicks, Replies, Calls Logged) appears below the tab bar at the top of the Activity tab
|
Display only
|
|
2
|
Activity feed
|
Lists all email, call, and Cadence activity for this Person in reverse chronological order
|
Display only
|
Notes Tab
Allows you to log and view notes on the Person's record in Salesloft.
Figure 6: Notes tab with note input field and existing notes visible
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Existing notes list
|
Displays previously logged notes for this Person
|
Display only
|
|
2
|
New note field
|
Text input for adding a new note
|
Type your note and save; notes sync to the Person's Salesloft record and log to Salesforce activity history with the subject line "note"
|
Insert Tab
Available when drafting a new email. Provides access to templates, snippets, availability, and email tracking controls.
Figure 7: Insert tab with Templates, Snippets, Availability, and tracking toggles visible
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Templates
|
Lists your personal and team templates
|
Select a template to insert it into your draft; dynamic tags auto-populate with the recipient's information
|
|
2
|
Snippets
|
Lists your personal and team snippets
|
Select a snippet to insert it into your draft
|
|
3
|
Availability
|
Opens the Salesloft calendar to select and share meeting time blocks
|
Select time blocks, then click Insert Times to add them to your draft.
|
|
4
|
Click Tracking toggle
|
Enables or disables click tracking for this email
|
Toggle on/off per email
|
|
5
|
Open Tracking toggle
|
Enables or disables open tracking for this email
|
Toggle on/off per email
|
Reminders Tab
Available when viewing an email. Displays and manages your Salesloft Reminders from within Outlook.
Figure 8 : Reminders tab with filter buttons, reminders list, and Add Reminder action visible
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Filter buttons
|
Filters the reminders list by timeframe: Day, Week, Month, or All
|
Click a filter to narrow the list
|
|
2
|
Reminders list
|
Displays all reminders matching the active filter
|
Display only
|
|
3
|
Completion circle
|
Marks a reminder as complete
|
Click the circle next to a reminder to check it off
|
|
4
|
Add Reminder action
|
Opens the new reminder form
|
Click, then enter a description and due date, and hit Save
|
CRM Record Selection Bar
Appears at the bottom of the Person view when viewing an email. Indicates which Salesforce records the email will log to.
Things to Note:
- This feature must be enabled by your team admin in Salesforce Connector Settings.
- Salesloft remembers your record selections for each Person after the first confirmation, but you can always edit them.
- If both a Lead and Contact exist for the same email address, the default is determined by the Linking People to Salesforce setting your admin has configured.
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Grey logging bar
|
Displays the current Who (Lead/Contact) and What (Account/Opportunity) record selected for logging
|
Display only
|
|
2
|
Edit button
|
Opens the Edit Log To page to change the logging destination
|
Click to modify.
|
|
3
|
Name field (Who)
|
Shows the Salesforce Lead or Contact record the email will log to
|
Click the match count link to view all available records; click X to remove and search manually
|
|
4
|
Related To field (What)
|
Shows the Salesforce Account or Opportunity record
|
Click the match count link to view options; not selectable when a Lead is in the Name field
|
Triggered by clicking the pencil icon (Office 365) or selecting Edit from the three-dot menu (Windows/Mac).
Things to Note: Fields that are disabled in Salesloft's admin settings will not appear here. See Person Field Configuration and Account Field Configuration for details on which fields are visible.
Figure 9: Edit Person form with editable fields and Save Person button
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Editable fields
|
Displays all Person profile fields with visibility enabled in Salesloft's Object and Field Configuration Settings
|
Update fields as needed; required fields must be completed before saving
|
|
2
|
Custom field dropdowns
|
For custom fields, provides dropdown selections
|
Select the appropriate value
|
|
3
|
Save Person button
|
Saves changes to the Person's Salesloft record
|
Click to confirm edits
|
Things to Note: You can also edit many fields directly from the Overview tab using inline editing, without opening this form.
Person Quick Actions
Accessible from the three-dot menu on the Person profile (Windows/Mac) or via the Additional Options menu (Office 365).
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Mark as EU Resident
|
Flags the Person as an EU resident for GDPR compliance
|
Select from the Quick Actions menu
|
|
2
|
Delete a Person
|
Permanently removes the Person from Salesloft
|
Select from the Quick Actions menu
|
|
3
|
Mark as Out of Office
|
Flags the Person as currently out of office
|
Select from the Quick Actions menu
|
|
4
|
Create Task
|
Opens the Create Task modal to create a one-off follow-up task for this Person
|
Select from the Quick Actions menu — or click the Create Task icon in the Quick Actions button group at the top of the Person profile
|
Create Task Modal
Triggered by clicking the Create Task icon in the Quick Actions button group, or selecting Create Task from the Quick Actions menu. Opens directly within the side panel viewport.
Things to Note:
- The Related Person field is automatically bound to the active Person record — no manual search required.
- Tasks created here follow the same permissions as tasks created elsewhere in Salesloft. The Tasks permission must be enabled for your role by your admin.
- Tasks created from Outlook sync to your CRM upon completion through standard activity synchronization. — no additional configuration required.
- Task Type cannot be changed after saving. If you select the wrong type, delete the task and create a new one.
Figure 10 : Create Task modal open in the Connect side panel with all fields visible and Related Person pre-populated
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Related Person field
|
Pre-populated with the Person whose profile is currently open in the side panel
|
Display only — auto-filled from context; cannot be changed
|
|
2
|
Subject field
|
Text input for the task name
|
Enter a descriptive name up to 255 characters
|
|
3
|
Task Type selector
|
Sets the category of action: General, Call, Email, or LinkedIn Sales Navigator
|
Select one; Task Type cannot be changed after the task is saved
|
|
4
|
Due Date field
|
Sets the date (and optionally, time) the task is due
|
Enter a date; optionally add a time
|
|
5
|
Assignee field
|
Defaults to yourself; can be reassigned to a teammate
|
Click the dropdown to select another team member
|
|
6
|
Notes field
|
Optional free-text field for capturing context about the action
|
Type any notes; requires vertical scrolling for longer entries due to side panel dimensions
|
|
7
|
Save / Create Task button
|
Saves the task and creates it in Salesloft
|
Click to confirm — the task appears in your Rhythm Focus Zone and on the Person's profile page
|
Email Sentiment
Appears at the bottom of the Person tab when you open a reply to a Lofted email.
Things to Note:
- Email Sentiments only appear for replies to Lofted emails (sent via Salesloft or the Loft It button).
- Any Salesloft user cc'd on the reply can edit the sentiment.
- Selecting a corrected sentiment trains the ML model over time.
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
Email Sentiment dropdown
|
Displays the AI-suggested sentiment for the email reply (e.g., "Interested," "Not Interested")
|
Click the sentiment name to open the dropdown and select a more accurate sentiment if needed
|
|
2
|
Confidence level indicator
|
Shows how confident the ML model is in the suggested sentiment
|
Display only
|
|
3
|
Info icon (i)
|
Provides an explanation of why the model assigned this sentiment
|
Hover to view the explanation tooltip
|
The Account view brings real-time company context into the side panel so you can review an Account and act on it without leaving Outlook. It displays firmographic details, related stakeholders and opportunities, team-wide activity, and notes for the Account associated with the Person you are viewing.
Opening and Navigating the Account View
- Open it: From the Person Profile header, click the Account name to switch the panel to that company's Account view.
- Go back: Click the Back arrow at the top of the Account view to return to the Person you came from.
Things to Note:
- The Account view requires the View Accounts permission on your Salesloft profile. If you do not have it, the Account name will not open an Account view.
- You cannot create a new Account from the panel. If no matching Account exists, no Account view is shown.
The Account view is organized into four tabs, plus a row of aggregated metrics.
|
#
|
Element
|
What It Does
|
Action
|
|
1
|
Aggregated metrics row
|
A row of six account-level metrics mirrored from the web app: People, Calls Logged, Emails Sent, Opens, Clicks, and Replies
|
Display only
|
|
2
|
Overview tab
|
Lists the Account's fields, with a “Search account fields” bar that filters them in real time
|
Type a field name to narrow the list
|
|
3
|
Cadences tab
|
Shows Cadences associated with the Account
|
Display only
|
|
4
|
Activity tab
|
A master activity feed of team-wide interactions for the Account
|
Display only
|
|
5
|
Notes tab
|
A consolidated feed of notes logged against the Account; lets you add a new note
|
Type a note and save to log it to the Account
|
|
6
|
Add People to Account / Add to Cadence
|
Lets you surface related stakeholders and drop them into a Cadence to support multi-threading
|
Select people and add them to a Cadence
|
Things to Note:
- Radical changes made in Salesforce (such as changing an Account Tier or deal Stage) may take a short sync window to appear in the Account view.
- For very large Enterprise accounts, the activity feed loads progressively to keep the panel responsive.
- The Account view is supported in Outlook for Windows, Outlook for Mac, and Outlook on the web (OWA).
If the email address you are viewing does not match a Person in Salesloft, the panel displays a "Person not found" message instead of a profile.
Figure 11: Side panel showing "Person not found" state with Add to Salesloft button
|
#
|
Element
|
What It Does
|
Action
|
|---|
|
1
|
"This Person was not found in Salesloft" message
|
Indicates the contact is not yet in Salesloft
|
Display only
|
|
2
|
Add to Salesloft button
|
Opens a form to create a new Person record in Salesloft
|
Click to open the Add Person form; enter the Person's information and click Add
|
Why does my Send button look different from my colleague's?
The Lofting Enabled toggle and the Loft and Send button are the same feature — they perform the same function. When either is turned on, your messages are logged and tracked through Salesloft.
The difference is visual only and depends on your version of Outlook:
|
What you see
|
Why
|
|---|
|
Lofting Enabled toggle
|
You're on a newer version of Outlook with a modern layout
|
|
Loft and Send button
|
You're on an older version of Outlook with a classic layout
|
Both options log and track your email the same way. If you see the Loft and Send button, note that it uses an older display style and may not support all of the automatic syncing features available in newer Outlook versions.
If you're unsure which version of Outlook you're running, check with your IT team.
Understand the product:
Salesloft Connect for Outlook: Overview: What Connect for Outlook is, who it's for, and how to install it.
Take action from this view:
Send Emails from Outlook: How to Loft emails, add templates and snippets, insert availability, and manage email tracking.
Create a Task in Salesloft: How to create a one-off follow-up task, including from the Connect side panel.
Book Meetings in Salesloft: Detailed instructions for setting meeting availability and sending time blocks.
When something looks wrong:
Troubleshooting Salesloft Connect for Outlook: Solutions for common errors and issues with the Connect add-in.
