Using Outlook Integration or Gmail Integration, email attachments are added to records in Salesforce as Files, on the Salesforce record representing that email. There are nuances: Gmail Integration always represents Gmail emails as Salesforce Enhanced Email records, and Gmail email attachments are stored in Salesforce as Files.
Where are Gmail emails stored in Salesforce?
Gmail Integration always represents Gmail emails as Salesforce Enhanced Email records, and Gmail email attachments are stored in Salesforce as Files. You may have to expose the Files section on the Enhanced Email and/or Task page layout.
Where are emails sent from Salesforce with enhanced email logged?
When the Enhanced Email feature is activated, emails sent from Salesforce are logged as Email Messages and Tasks. The email messages are displayed in the Related List on the Object the email is sent from. The Tasks are NOT displayed on records in Salesforce with Enhanced Email activated.
Where are the email messages and tasks displayed in Salesforce?
The email messages are displayed in the Related List on the Object the email is sent from. The Tasks are NOT displayed on records in Salesforce with Enhanced Email activated. To learn more, please review Considerations for Enabling Enhanced Email.
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 object are emails stored in Salesforce?
The EmailMessage objectWith enhanced email, emails are stored as email message records. The EmailMessage object gets you all the conveniences that come standard with Salesforce objects, including custom fields, page layouts, workflow rules, and triggers.
How long are emails stored in Salesforce?
Automatically captured emails and activities are retained for 24 months by default. You can adjust the retention period to be as short as 30 days and as long as 5 years. After the selected timeframe, all data is deleted from storage and isn’t available in the Activity Time Line or dashboards.
How do I save emails in Salesforce?
3. Besides using the Save button, emails saving can be performed in 4 more easy ways3.1. By assigning the Salesforce email category. … 3.2. By moving the email to the Salesforce Emails custom folder. … 3.3. Using the “Quick Save to Salesforce” button. … 3.4. Using the “Quick Save” button on records headers in the Sidebar.
How are email attachments saved in Salesforce?
Files attached to emails and events can be saved in Salesforce as Content documents (Files) or as Attachment objects, the former being the default way. In either case the files are stored in Salesforce under Notes & Attachments of the primary associated object(s).
How long is data stored in Salesforce?
Einstein Activity CaptureLicense or environmentData stored over time and available on the activity timelineSales Cloud Einstein Inbox High Velocity Sales Revenue IntelligenceDefault is 24 months Contact Salesforce Customer Support to change the storage amount. Amount can range from 3 months to 5 years.2 more rows
How long Salesforce keep records?
As communicated previously, Salesforce guarantees to retain your field history data for up to 18 months through your org, and up to 24 months via Data Loader or the API.
How do I record emails in Salesforce?
Select an email and click the Record to Salesforce button in the top left corner of the Outlook Ribbon. Tip: There are four other ways to access the Record window for LinkPoint Connect. Right click an email in the inbox and select Record to Salesforce from the menu.
Can you download emails from Salesforce?
You can get an export of the email message, activities with the data export service. Make sure to select the objects instead of all. You can also use data loader to export the activity records from salesforce. use soql query by selecting object and fields.
How do I access emails in Salesforce?
Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . … Under Email Associations, select options as needed.More items…
How files are stored in Salesforce?
Use Files Connect to connect to external file systems right from Salesforce. Files Home is the central location of your files in Salesforce. See all files that you’ve stored privately, view files that are shared with you, and share files with others. Upload files to Files home, feeds, and records.
Where are email attachments in Salesforce?
Go to the Salesforce Setup menu and under Customize click Activities | Task Page Layout.Click Edit under the Action next to the Page layout.Click Related Lists and on the right-hand side, you should see the Attachments field.Drag and drop it to the Related list section on the page and save it.
Where does Salesforce store case attachments?
If Salesforce Admin enables “Save Email-to-Case attachments as Salesforce Files” from Setup | Email-to-Case Settings, then the email attachments are stored as Files and are displayed in the ‘Files’ related list on the Case record.
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.