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llms.txt Content

# FlowRunner > FlowRunner is an Outlook add-in and Chrome extension that brings Salesforce into your email inbox. It automatically surfaces relevant Salesforce records when you select an email using fully customizable lookup logic powered by a Flow. When it's time to act, run Screen Flows directly from Outlook or Gmail to log activities, update records, or trigger any process. Built for teams whose daily work lives in Outlook or Gmail but whose data and processes live in Salesforce, FlowRunner eliminates context-switching and drives CRM adoption by meeting your team where they already work. - Website: https://flow-runner.com - Admin Portal: https://flow-runner.com/admin - Microsoft AppSource: https://marketplace.microsoft.com/en-us/product/office/WA200009781?tab=Overview - Chrome Web Store: Available as a Chrome extension for Gmail - Contact: hello@flow-runner.com - Data Protection Officer: dpo@flow-runner.com ## Table of Contents - [Overview](#overview) - [How It Works](#how-it-works) - [Features](#features) - [Outlook Taskpane](#outlook-taskpane) - [Admin Portal](#admin-portal) - [Installation](#installation) - [Salesforce Package](#salesforce-package) - [Flow Input Variables](#flow-input-variables) - [Record Lookup](#record-lookup) - [Multi-Org Support](#multi-org-support) - [Platform Support](#platform-support) - [Security and Privacy](#security-and-privacy) - [Authentication](#authentication) - [Pricing](#pricing) - [Prerequisites](#prerequisites) - [FAQ](#faq) --- ## Overview FlowRunner is a Microsoft Outlook Add-in that integrates Salesforce functionality directly within the Outlook reading pane. It enables users to: - **Search existing records**: Automatically surface Contacts, Accounts, Opportunities, Cases, and any other Salesforce records when selecting an email — using fully customizable lookup logic you define in a Flow. - **Run Screen Flows**: Execute any Salesforce Screen Flow from the Outlook sidebar with full email context (sender, recipi