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.
Required Editions
Available in: both Salesforce Classic and
Lightning Experience
Available in: All Editions
User Permissions Needed
To enable or disable Email to Salesforce:
Modify All Data
From Setup, enter Email to Salesforce in the Quick
Find box, then select Email to Salesforce.
Click Edit.
Select Active.
If you plan to configure Email to Salesforce to verify the legitimacy of the sending server
before processing a message, ensure that the senders who you expect to use Email to Salesforce
support at least one of these authentication protocols.
SPF
SenderId
DomainKeys
Email to Salesforce accepts the email only if the
sending server passes at least one of these protocols and doesn’t fail any of them.
To configure Email to Salesforce to verify the legitimacy of the sending server before
processing a message, select Advanced Email Security Settings.
Click Save.
To notify users that Email to Salesforce is activated, click Send Notification
Email. Otherwise, click Skip This Step.
Salesforce creates a unique Email to Salesforce address for each user.
Users view their Email to Salesforce address and customize their settings on the My Email to
Salesforce page in their personal settings. For more information, see How Does Email to Salesforce Work?.
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