How to add email to salesforce report

Create an Email Activity Report in Salesforce. 1. In Salesforce, click Reports > New Report. 2. Select Activities > Tasks and Events and then click Continue. 3. Click the Filters tab in the left hand menu. 4. Change the Show Me filter to All Activities and click Done. 5. Click the Date filter and select … Read more

How to add email to case object in salesforce

Email-to-Case also supports additional custom email fields on the contact object. As a best practice, ensure that you don’t have the same email address on multiple contact records. In Salesforce Classic : Setup | enter Email-to-Case in the Quick Find box, then select Email-to-Case From Setup, click the Object Manager tab. Select Cases, and open … Read more

How to add email to case feed salesforce

Click on Forwarding and POP/IMAP and add a forwarding address. Copy the Email Service Address form Email-to-Case and paste it there, and click Next. A pop up will appear, click on Proceed. You will be seeing following pop up, click ok. Open Cases in Salesforce. From Setup, click the Object Manager tab. Select Cases, and … Read more