Loading
Sales Productivity
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Enhanced Email and the Outlook Integration

            You are here:

            1. Salesforce Help
            2. Docs
            3. Seller Productivity

            Enhanced Email and the Outlook Integration

            Turn on Enhanced Email in the Outlook integration and Sync setup page so sales reps can relate emails to relevant Salesforce records quicker and more easily.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

            With Enhanced Email:

            • Reps can relate emails to Salesforce records while composing the emails.
            • Reps can relate an email to all relevant contacts, leads, and users.
            • When reps relate an email to a relevant account, opportunity, case, or custom object, all contacts, leads, and individuals on the email are automatically related.
            • Related emails maintain their rich HTML formatting, so emails have the same look and feel in Salesforce as they did in Outlook®.

            Considerations for Enhanced Email with the Outlook Integration

            Before turning on Enhanced Email with the Outlook integration, review the following considerations:

            • Sales reps can relate an email to individuals, including contacts, leads, and Salesforce users who are included on the email recipient list.
            • In addition to the email recipients, sales reps can relate an email to one more Salesforce record, such as account, opportunity, case, or custom object.
            • For emails related to a case, sales reps can change the relationship to another case after deleting the original Email Message record. This action removes the original relationship.
            • For emails related to a lead, sales reps can change the relationship to another lead if that lead is the email’s recipient or sender.
            • For emails related to an account, opportunity, or a custom object record, sales reps can change the relationship to any other Salesforce records, except cases.
             
            Loading
            Salesforce Help | Article