Guidelines for Using Email to Salesforce

If you’re using Email to Salesforce, review a few key points for additional information.

Available in: both Salesforce Classic and Lightning Experience

Available in: All Editions

General Guidelines

For easy access, add your Email to Salesforce address to the address book of your email program.
When you use Email to Salesforce to save a message as an email activity, the default task type is specified by the Send Email Default setting. To change the default value, edit the Task Type picklist field.
Emails that come from excluded domains go to My Unresolved Items. From there, manually assign them or leave them unassigned.
To save a message as an email activity without sending it to another person, forward the email with your Email to Salesforce address in the To field. Make sure that no other email address is in the To, CC, or BCC fields. Salesforce receives a copy of the email and searches the From, To, and CC fields in the forwarded email for the email addresses of your leads and contacts. If any leads or contacts are found, Salesforce saves the email in the Activity History related list on the appropriate record.
If Email to Salesforce matches an email address to multiple lead or contact records in Salesforce, you can associate the email with all matching records, the oldest record, or the record with the most activity.
If Email to Salesforce matches an email to multiple opportunity records in Salesforce, the email is included in the activity history on all matching open records.

Only the first 5,000 characters of an email body are scanned for record references. Include the entire (ref: ...) tag that specified the comma-separated list of record ID within the first 5,000 characters.
The record ID is the 15-digit, case-sensitive, alphanumeric code at the end of the URL for a record. For example, if you view the detail page of a campaign record, the URL resembles this one: https://yourInstance.salesforce.com/701D0000000HQZy. The record ID for this record is 701D0000000HQZy.
You can type record IDs on a separate line or within the email body text if surrounded by (), [], or {}. For example: (ref: 701D0000000HQZy). Separate multiple record IDs with commas, for example: ref: 701D0000000HQZy, 801D0000000IRAz, 901D0000000JSBa.

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