You are here:
Enhanced Email and the Gmail Integration
Turn on Enhanced Email for your reps, so they can relate emails to relevant Salesforce records quickly and easily.
Required Editions
| Available to manage from Salesforce Classic and Lightning Experience |
| Available with Sales, Service, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
Note Enhanced Email is required to relate any email to Salesforce from the Gmail
integration.
With Enhanced Email:
- Reps can relate emails to Salesforce records while composing the emails.
- Reps can select which contacts, leads, and users to relate the email to.
- When reps relate an email to a relevant account, opportunity, case, or custom object, all contacts, leads, and users 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 Gmail™.
- Related emails are saved as Email Message records.
Considerations for Enhanced Email with the Gmail Integration
Before turning on Enhanced Email for the Gmail integration, review the following considerations:
- Sales reps can relate an email to people, 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. The change removes the original relationships.
- 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.
See Also
Did this article solve your issue?
Let us know so we can improve!
