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Relate Emails to Your Salesforce Records Using Email to Salesforce

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Relate Emails to Your Salesforce Records Using Email to Salesforce

Email to Salesforce lets you track your sales-related emails in Salesforce. Relate emails that you send with external email applications to leads, contacts, opportunities, and other specific Salesforce records.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions

Relate Emails to Leads, Contacts, or Opportunities

Relate emails sent from external email applications to leads, contacts, or opportunities.

  1. Compose an email from an email account that you listed in My Acceptable Email Addresses on the My Email to Salesforce setup page.
  2. Enter your Email to Salesforce address in the BCC field.
  3. Enter the email recipients in the To and CC fields.
  4. Send the email.

Relate Emails to Leads, Contacts, or Opportunities

Relate externally sent emails to specific Salesforce records.

  1. Compose an email from an email account that you listed in My Acceptable Email Addresses on the My Email to Salesforce setup page.
  2. Locate the record ID of the record to associate the email with. The record ID is the 15-digit, case-sensitive, alphanumeric code at the end of the URL for the record.
  3. In the subject line or body of the email, type ref: followed by the record ID. For example: (ref: 701D0000000HQZy).
  4. Enter your Email to Salesforce address in the To, CC, or BCC field.
  5. Send the email.

See Also

 
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