How to capture email response in salesforce


How do I get an email response in Salesforce?

Steps to create email service-Click on Setup.Type Email Service on search box.Click on new Email service.Enter the name of Email service.Choose the Apex classes -which is mentioned below.Click on Active check box.Create New Email addresses.Click on save button .

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.

How do I see emails sent to me in 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 do I send a follow up email in Salesforce?

Select or compose an email, and select the record(s) to relate the item to in Salesforce. At least one record must be selected to create a related follow up. Click the Follow Up icon in the Related to Salesforce section in the Side Panel.

What is Einstein activity capture?

Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.

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 do I report a sent email in Salesforce?

Report on Email MessagesFrom Setup, in the Quick Find box, enter Report Types , then select Report Types.Click New Custom Report Type.Select Email Message as the Primary Object. … Optionally, select a secondary object from among these options and save the report.More items…

How do I check email logs?

Use Email Log Search (ELS) to find and review email messages sent and received by users in your domain within the last 30 days. Review all messages, or search for specific messages by email address or message ID. You can download ELS search results to a Google Sheet or CSV file.

What is email log 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 set follow ups in Salesforce?

0:181:18Following Up with a Lead in Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst select the lead that you want to follow up. With you can then scroll down to the openMoreFirst select the lead that you want to follow up. With you can then scroll down to the open activities. Section from there click on new tasks enter in the title for your task.

How do I create a follow up in Salesforce?

How to create a follow-up Task under Opportunities in Salesforce…Welcome. … Click on “Opportunities”Select Opportunity from the below list.Select the drop down next to the task which you want to edit.5) Click on “Create Follow-Up Task”Select due date for followup task.Select status.Select Priority from here.More items…

How do you send an Engage email?

Add Send Engage Email ButtonEdit the account page layout assigned to Engage users.Select Related Lists, and click the wrench icon in the Contacts section.Expand the Buttons section.From the Available Buttons list, click Send Engage Emails, and then click Add.

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