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Sales Productivity
Use Email to Salesforce to Relate Emails to Records

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Use Email to Salesforce to Relate Emails to Records

It’s easy to track your sales-related communications. Use Email to Salesforce to capture email sent with external email applications such as IBM® Lotus Notes® and Microsoft® Outlook® and with webmail such as Gmail® and Yahoo! Mail®. Then relate those emails to leads, contacts, and opportunities, or to other specific records in Salesforce.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions
  • 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.
  • Set Up Email to Salesforce
    To be able to use Email to Salesforce, start by configuring it.
  • Enable Email to Salesforce for Your Users
    Let your users add email to Salesforce records. Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce. That way, it’s easy to track sales-related communications.
  • 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.
  • Handle Emails That Email to Salesforce Doesn’t Assign to Records
    When emails are sent to Salesforce via Email to Salesforce or Salesforce for Outlook, some are assigned to related records based on your Email to Salesforce settings. The rest are added to My Unresolved Items, where you assign them to related Salesforce records or confirm that you want to leave them unassigned.
  • Considerations for Using Email to Salesforce
    Before you use Email to Salesforce, consider a few key points.
  • Guidelines for Using Email to Salesforce
    If you’re using Email to Salesforce, review a few key points for additional information.
  • Maintaining Email Security
    Salesforce provides tools to make sure that the integrity of your network isn’t compromised when sending and receiving emails to maintain regulatory compliance. Before sending emails from any Salesforce platform, consider implementing these security measures. While optional, enabling them provides the most effective barrier of protection around the network.
 
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