- Compose an email from an email account that you listed in My Acceptable Email Addresses on the My Email to Salesforce setup page.
- Enter your Email to Salesforce address in the BCC field.
- Enter the email recipients in the To and CC fields.
- Send the email.
Table of Contents
How do I set up my email to Salesforce?
Make sure you’ve set up My Email to Salesforce. From your personal settings, enter My Email to Salesforce in the Quick Find box, then select My Email to Salesforce. In Outlook, either Select an email from your Inbox or Create a new email. You can also add an Outlook email and its attachments to multiple Salesforce records.
How would you like to contact Salesforce?
How would you like to contact Salesforce? Give us a call. 1-800-667-6389 Not in the US?
How to add email attachments to a Salesforce email record?
After you add an email to Salesforce if you notice the attachment section appearing after you, click on the attachment icon as shown in the figure to include specific email attachments on the record.
How to add email in Salesforce side panel?
In the side panel, click Salesforce Side Panel Add Email Icon for the contact, account, case, opportunity, or lead to which you want to add the email. The side panel confirms the Salesforce records to which you added your email.
How do I link my Outlook email to Salesforce?
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
How do I connect Gmail to Salesforce?
To activate Gmail to Salesforce:From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce. … From Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings. … Set a Google Apps Administrative Contact and Google Apps Domain, then save your changes.
How do I find my email to Salesforce address?
Find your Salesforce BCC EmailFind your user name at the upper right corner and select the drop down bar.Select “My Settings” or “Setup” from the drop down bar.Select the Email tab under “My Settings” and click on “My Email to Salesforce” tab.You will see your email to salesforce address highlighted.More items…•
How do I reconnect an email in Salesforce?
Ask the affected user to log in to Salesforce and reconnect any user-level email and calendar accounts.From the personal settings, enter Connected Accounts in the Quick Find box, and then select Email and Calendar Accounts.Click New Account.Follow the steps to connect your account.
How do I integrate with Gmail?
Check Gmail sync settingsOpen the Gmail app .On the left, tap Menu. Settings.Tap your account.Make sure the box next to “Sync Gmail” is checked.
How do I save emails from Gmail to Salesforce?
Set Up the Gmail IntegrationClick. … From Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync.Turn on the Gmail integration.Ensure that Use Enable Enhanced Email with Gmail is on to log emails as standard message objects and activate Email to Salesforce.More items…
How do I receive emails in Salesforce?
Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce….Enable Email to Salesforce for Your UsersFrom Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.Click Edit.Select Active.More items…
How do I enable email services in Salesforce?
Required Editions and User PermissionsFrom Setup, enter Email Services in the Quick Find box, then select Email Services.Click New Email Service, or click Edit to change an existing email service.Specify the name of the email service.Choose the Apex class you want this email service to use to process messages.More items…
How do emails work in Salesforce?
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.
How do I connect my email to CRM?
0:162:48How to Connect Your Email and CRM – YouTubeYouTubeStart of suggested clipEnd of suggested clipChoose my email account and then allow Salesforce to connect to it. I. Then click start using inboxMoreChoose my email account and then allow Salesforce to connect to it. I. Then click start using inbox at the top of the screen. This starts off another wizard.
Why are my emails not syncing to Salesforce?
If a rep has trouble syncing between your email server and Salesforce, Salesforce admins can reset that rep’s sync process. Resetting sync clears out and then restores the connections between a rep’s email and calendar applications and Salesforce records.
How do I connect my email?
Step 1: Go to Settings. At the top of the screen, select Settings. > Mail. … Step 2: Enter your email address. Under Connected accounts, select . … Step 3: Refresh Outlook. When a connection is established, you’ll see that Outlook is downloading your email.
How to add Outlook email to Salesforce?
To add Outlook emails including attachments to Salesforce records, add email in your Outlook configuration and enable Email to Salesforce from Salesforce setup
How to sync Salesforce with Gmail?
From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync.
Why are attachments automatically included in Salesforce?
In case you don’t see any option to add attachments, probably your attachments are automatically included when you add email to Salesforce or the attachment might have exceeded General Email Limits.
What is the side panel in Salesforce?
The side panel confirms the Salesforce records to which you added your email. In case you are sending a new email, add it to the Salesforce records after you click Send. Add the attachment separately based on how you are set up to utilize the side panel. After you add an email to Salesforce if you notice the attachment section appearing after you, …
Can you send emails to Salesforce?
With Salesforce CRM, you can send and add emails. We have already published an article on How to Send Emails from Salesforce, where we have discussed various ways to send emails to your prospects via Salesforce. We recommend you to read that article first before proceeding further.
How to sync Salesforce email with Outlook?
STEP 1. Open your Salesforce Org. Click on Setup. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps. Click on Edit button.
How to install Salesforce on Outlook?
Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook. Now Scroll down bottom of the page and Download Salesforce for Outlook using Download (Version) button. If Microsoft Outlook is Open, Close It. Now Install setup file on your computer.
What is Outlook email?
Microsoft outlook, or simply Outlook, is a personal information manager from Microsoft, that allows users to send and receive email on their computer . It provides many functionalities to manage various types of personal data like calendar appointments and similar entries, tasks, contacts, notes, and events.
Is Salesforce integration with Outlook?
In the competitive time of businesses, sales representatives of any company spend their 50% of effort and time on minimal task like maintaining data, transferring data, data entry, in two different places and coming back to Salesforce for managing emails and inbox to gather and access all the respective information about leads, prospects, and opportunities. To increase productivity of Sales representatives, Salesforce integration with Outlook is the best solution for managing the sales more effectively.
