How to connect email to salesforce


Set Up Email to Salesforce
  1. From your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.
  2. Enter your own email address in My Acceptable Email Addresses . …
  3. Under Email Associations, select options as needed.

Table of Contents

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…

Where is my email to Salesforce?

Open Salesforce and at the top of the page click on your name and select “My Settings”. On the left side of the screen, click on “Email”. Then select “My Email to Salesforce”. Your personalized Salesforce email address is the long email address that starts with “emailtosalesforce@”.

How do I email directly from Salesforce?

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.

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 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 send and receive emails in Salesforce?

7:1752:23This is where I can send her an email. So. If you don’t have this tab with your login to SalesforceMoreThis is where I can send her an email. So. If you don’t have this tab with your login to Salesforce you can set it up by going to our setup menu. And then edit object. And this is on the page layout.

How does Salesforce email work?

When your Salesforce admin activates Email to Salesforce, you receive an email that contains your system-generated Email to Salesforce address. This address also appears in your personal settings. Access your personal settings to configure Email to Salesforce before you use it.

Does Salesforce have email integration?

The Salesforce integration with Outlook® and Gmail™ helps your reps manage their sales more efficiently. Your reps can view, edit, and add Salesforce records directly from their email, and relate emails and events to Salesforce records.

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