This article covers troubleshooting steps when Gmail to Salesforce email logging is not working. Gmail to Salesforce allows users to automatically associate emails sent from Gmail with Salesforce records such as Contacts, Leads, and Opportunities by BCC'ing a special email address. If emails are not logging to Salesforce records, review the four configuration areas below.
There are 4 main things to check if Gmail to Salesforce doesn't work:
Make sure that the email address the user is sending from is listed in "My Acceptable Email Addresses" in the My Email to Salesforce Setup:
Make sure that Advanced Email Security Settings is unchecked. With Gmail, this setting will often block incoming emails because they don't meet all of the protocol requirement settings.
If you don't see an email added to the record after you click the Compose Gmail button from the contact or leads record, check your settings in My Email to Salesforce. Often there may be duplicates, and these settings show to which duplicate the activity will be linked (i.e., the record with the greatest number of activities or the record with the earliest create date).
Specify whether you want to query leads, contacts, or both in My Email to Salesforce:
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