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How Does Email to Salesforce Work?
When you send email from external email applications, use Email to Salesforce to automatically relate those emails to your Salesforce leads, contacts, opportunities, and other specific Salesforce records.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions |
When composing, forwarding, or replying to an email, you enter a special Email to Salesforce address in the BCC field (or any other recipient field). Salesforce receives a copy of the email. Depending on your configuration, Salesforce adds the email to the Activity History related list of the record whose email address matches the recipient’s email address, or to the My Unresolved Items page. From the My Unresolved Items page, you can manually assign the email to a record. Unassigned emails also appear in your open task list.
Relating Emails to Leads, Contacts, and Opportunities
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.
If you configure Email to Salesforce to associate emails to matching opportunities, Salesforce searches the To and CC fields for the email addresses of your contacts. If contacts are found, Salesforce saves the email to the Activity History related list on all open opportunities, as long as the contact is assigned a contact role on the opportunity.
If Salesforce can’t match any email addresses for recipients in the To and CC fields, an open task is created. If there are no customizations, such as triggers or workflow rules, in place that update the associations, the task is added to the My Unresolved Items page for manual association. If the association is completed by a customization, the task for the associated status is created, and it’s status is Closed.
Relating Emails to Specific Records
To relate an email to a specific Salesforce record, include the record ID in the subject line or body of the email.
If you configure Email to Salesforce to associate email with matching leads, contacts, or opportunities, an unresolved task is created when an email is associated with a lead, contact, or opportunity using a record ID but not a matching email address. For example, you configure emails to be associated with matching leads. You then send an email directly to your Email to Salesforce address with a lead record ID in the body or subject line of the email. The email is associated with the lead, and an unresolved task is created.
Getting Started
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.
