Can exchange emails be used to record in Salesforce?
It can also be setup to manually select emails to record in Salesforce or to automate the logging of all inbound and outbound emails. Exchange integration also supports mobile devices, meaning that the emails you send out on the road from your phone can also be recorded in Salesforce.
What is Salesforce console?
Salesforce Console apps are a tab-based workspace suited for fast-paced work environments. Manage multiple records on a single screen and reduce time spent clicking and scrolling to quickly find, update, and create records. Available in: Essentials, Professional, Enterprise , Performance, Unlimited, and Developer Editions
How does Salesforce for Outlook work?
If this address is used as a bcc, Salesforce will try and match the to email address to a record in Salesforce and if a match is found will save the email as an activity, for example on a lead, contact or opportunity. Salesforce for Outlook is the Salesforce supplied tool for integrating Salesforce and Outlook. It does not have any additional cost.
How to send emails from Gmail to Salesforce?
The Email to Salesforce functionality will work with gmail, so to copy emails to Salesforce bcc the generated email address and Salesforce will try to match the to email address to a record in Salesforce. There is also an additional feature that Salesforce offers to make this easier.
How do I share a Salesforce email?
Send Email in Salesforce ClassicOn the Activity History related list of a record, click Send an Email.To change formatting type, click Switch to Text-Only or Switch to HTML.To use a predefined email template, click Select Template.Complete the fields.Click Send.
What email server does Salesforce use?
Emails from Salesforce There are 3 options to choose from when determining how the email is sent. It can be sent using Salesforce email servers ‘Send Through Salesforce’, using gmail or office 365 accounts ‘Send through Gmail or Office 365’ or using a company SMTP mail server ‘Send Email Through Email Relay’.
Who can see the emails in Salesforce?
Hoewever by default all emails are private and cannot be read by other ones in Salesforce. Moreover, when you CC a colleague in one of those emails, they are not even visible to the sender anymore without the permission of the colleague in CC.
Can Salesforce track emails?
To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking. Once this is done, you’ll be able to track emails that have been sent from Gmail, Salesforce, Email Relay, and Office 365. With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records.
How does Salesforce email work?
If you configure Email to Salesforce to associate emails to matching leads or contacts, Salesforce searches the To and CC fields for the email addresses of your leads or contacts. If any leads or contacts are found, Salesforce saves the email to the Activity History related list on the appropriate record.
Can I email directly from Salesforce?
Send email from Salesforce using the Salesforce servers. No need to integrate with an external email service. This a great approach if you’re using Salesforce Classic, need bounce management, or aren’t using Gmail™ or Office 365™ with Lightning Experience. Use your company’s email server to send email from Salesforce.
How do I make my email private in Salesforce?
Go to Setup.Under ‘Administer,’ select Security Controls.Select Sharing Settings.Click Edit.Scroll to ‘List Email. ‘ The organization-wide default sharing is set to Private.From the picklist, select Public Read Only.Click Save.
How are Salesforce emails stored?
Emails and attachments are stored in objects in the org, they both count towards the storage limit. It’s up to you to delete/archive attachments in order to manage their storage capacity. Salesforce doesn’t delete attachments, emails, or any other data from customer orgs.
How do I track a sent email in Salesforce?
In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.
What are email logs in Salesforce?
With email logs, you can easily monitor emails sent through Salesforce in the last 30 days. Logs contain information on each email, including the sender and recipient, date and time, delivery status, and any associated error codes. Email logs are in CSV format.
How do I enable email tracking?
Enable Email Tracking in GmailClick the Email Tracking button in the compose panel.The Email Tracking button will turn green to indicate that tracking is enabled. … Click Send.You will receive a real-time notification* when the email has been opened by the recipient.More items…
How do you track emails?
Intelliverse Email Tracker This email tracker can come as a plugin for Microsoft Outlook or as a Chrome extension for Gmail. It provides information on when and where the email was opened as the device details, all within your inbox. It will track unlimited emails and provide real-time notifications.
What can be synchronized in Salesforce?
Contacts, Events and Tasks can be synchronized and categories can be used to determine which records will synch. It can also be setup to manually select emails to record in Salesforce or to automate the logging of all inbound and outbound emails.
What does setting a reply email address mean?
Setting a reply email address means that it will go to that email address, and not to Salesforce. Workflows rules can be setup to send emails. Workflow emails work the same way as sending an email manually from a record, except that when defining the email alert, you can choose which from address to use.
Does Salesforce have a terminal server?
Each user determines what synchs individually. Salesforce for Outlook doesn’t support terminal servers, such as Citrix.
Does Salesforce support Citrix?
Salesforce for Outlook doesn’t support terminal servers, such as Citrix. Citrix Supported Outlook Integration. If you are in a Citrix environment, then you will need to look for an alternative to Saleforce for Outlook, as it isn’t supported.
Create Contact, Lead, Case, Opportunity and Task in Salesforce CRM From Email Threads
By integrating your Salesforce CRM account with Helpwise, you can track Salesforce CRM contacts, leads, tasks, cases, and opportunities directly from your Helpwise account in real-time. You can also create new contacts, leads, cases, tasks, and opportunities in your Salesforce CRM directly from Helpwise.
One-click access to Salesforce CRM contact
Easily track your customer’s profile in Salesforce CRM from Helpwise, while writing your reply to their emails.
Access Salesforce CRM Tasks
With Salesforce CRM integration, you can track and update Salesforce CRM contact’s tasks directly on Helpwise.
Access Salesforce CRM Opportunities
With Salesforce CRM integration, you can track and update Salesforce CRM opportunity directly on Helpwise.
Access Salesforce CRM Cases
With Salesforce CRM integration, you can track and update Salesforce CRM cases directly on Helpwise.