Display an Emails related list under Contacts that displays all the emails sent to the Contact from Salesforce (from Email alerts, or Triggers, etc).
Table of Contents
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.
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 can be synced between Salesforce and contacts?
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.
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.
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 are emails logged in Salesforce?
When you log an email from your inbox, it’s logged as Read. When you log an outbound email, it’s logged to the selected Salesforce records as Sent. Outbound emails include emails logged from the Sent folder, the Log Email on Send option, or from the Reminder to Log pane.
Can Salesforce users have the same email address?
You can have the same email address associated with your account across multiple orgs. For example, create unique usernames like jane@company.sandbox and jane@trialorg.company.com, for different accounts that are associated with the same email address.
How do I track outbound emails in Salesforce?
Track Outbound Emails Sent by Each User in SalesforceAccess the “Type” picklist field from Setup. … Under the Task Type Picklist Values section, click New and enter a new picklist value labelled Outbound Email.Click Save.More items…
How does Salesforce Inbox work?
1:455:51Salesforce Inbox for Outlook: Demo Deep-Dive – YouTubeYouTubeStart of suggested clipEnd of suggested clipThanks to Einstein activity capture every email and calendar event I send and receive isMoreThanks to Einstein activity capture every email and calendar event I send and receive is automatically associated with the right records in Salesforce. However as a sales person. Sometimes.
Does Salesforce inbox automatically log emails?
If a contact already exists in your Salesforce instance, emails should be logged automatically to that contact without being prompted each time.
Where are emails sent from Salesforce?
To find the email in Past Activity, click the Activity tab. To open the email’s task record, where you can view the message and related details, click the email link. And if you use Automatic BCC, you can find the sent email in your inbox.
How does Salesforce integrate with Gmail?
From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync. Enable and expand Let users access Salesforce records from Gmail. To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Gmail.
Can two contacts have same email address in Salesforce?
while it is possible that a account have lookup with two different contacts which have same name and email id but their id will be different. But in second option is true that two contact with same email id can be associated with two account but that must be different account .
Does a Salesforce username have to be an email address?
A User’s username and email address do not have to be the same. The username must be in the form of an email address (i.e. xxxx@xxx.com), but does not have to be a valid email address.
What is the difference between role and profile in Salesforce?
Salesforce Roles and Profiles Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy): Profiles are like circles of users that share the same function, eg. ‘Marketing’, ‘System Admin’, ‘Sales’, ‘Support’. Roles are how users relate to each other in a hierarchy, eg.
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.
