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            Considerations for Using Email to Salesforce

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            Considerations for Using Email to Salesforce

            Before you use Email to Salesforce, consider a few key points.

            Required Editions

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

            General Considerations

            • 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®.
            • Email to Salesforce attempts to match the email address in the To or CC fields with the one in the Email standard field. Email to Salesforce doesn’t support matching on custom email fields.
            • Salesforce ignores invalid IDs or IDs for records that you don’t have read access to.
            • Email to Salesforce is required to use the Add Email feature with Salesforce for Outlook. Disabling one feature disables the other. With Salesforce for Outlook, you add emails via Add Email and Send and Add, not the BCC field.
            • If you enter a recipient’s email address in the BCC field, the owner of the address receives the email, but the email isn’t related to records that contain the email address.

            Limits

            • The maximum number of email addresses that Email to Salesforce can match is 50. If the combined number of addresses in the To and CC fields exceeds this limit, Email to Salesforce processes only the first 50 unique addresses in the email.
            • Email to Salesforce can create a maximum of 50 email activities for each email that it receives. It can relate up to 50 contacts to each email task record.
            • Some limits depend on whether you’re using Salesforce Classic or Lightning.
              LimitSalesforce ClassicLightning
              Limit for a file attached directly to the related list 25 MB 2 GB
              Limit for an outgoing email including all attachments 25 MB 25 MB
              Number of file attachments More than 10 files can be attached when sending an email. Up to 10 file attachments when sending an email. If Salesforce Inbox is enabled, you can include up to 50 attachments.

              For each matching record, attachments that are sent with the email are duplicated, which affects your data size limit. Attachments that aren’t added to the outgoing email are listed in a confirmation email that you receive from Salesforce.

            • Email text and HTML are truncated to 131 KB. Anything after that length is truncated.
             
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