A simple way to relate emails to Salesforce records is to use ‘Email to Salesforce’ which works by entering a special Salesforce generated email address in the bcc field of emails sent. This will automatically relate the email to a lead, contact, opportunity or other specific record.
Full Answer
How to send list emails in Salesforce?
To send a list email to a group of campaign members:
- Log in to Salesforce.
- Click Campaigns.
- Click a Campaign Name from the list. Michael selects 2019 Capital Visit Advocacy Event.
- Click Related.
- In the Campaign Members section, click the dropdown arrow and select Send List Email.
- Enter a Subject line and compose a message in the Content section. ...
- Click Send.
How to send emails from Salesforce?
There are 5 items:
- Key Size: It’s a security thing. In this instance bigger is better! ...
- Selector: Type “sf1” (you can type other things, just my recommended tip is to avoid using a full stop!)
- Alternate Selector: Type “sf2” (as above)
- Domain: The domain name from which you are sending out emails (e.g. ...
- Domain Match: If you send email from the “main” domain (e.g. ...
- Press “Save”
How do I send mass emails from Salesforce?
- Gmail and Office 365 handle deliverability and compliance.
- The emails your reps send through Salesforce come from their Gmail or Office 365 email addresses.
- Emails sent through workflows and triggers are still sent through Salesforce.
- Bounce management isn’t supported when you send through external email accounts.
How do I Turn on Email deliverability in Salesforce?
- Save the settings
- Wait 48 hours (this is important) for those settings to percolate through the internet
- Pop back into Salesforce’s DKIM Keys screen and click on the relevant “selector” (see pink highlight on screenshot below)
- Press “Activate”
- All done!
- Ok… one thing extra. Sending from multiple domains? You will need to set up one per domain.
How do I use email in Salesforce?
To be able to use Email to Salesforce, start by configuring it....Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...
How does Salesforce integrate with email?
To integrate Salesforce with Microsoft® Outlook® or Gmail™ requires a server-side setup and a client-side setup. After setup, you can either use the default email application panes or customize them to meet your reps needs. Increase your productivity and work smarter and faster without leaving your email application.
What is email to Salesforce in Salesforce?
Email to Salesforce lets you track your sales-related emails in Salesforce. Relate emails that you send with external email applications to leads, contacts, opportunities, and other specific Salesforce records.
How do I send and receive emails in Salesforce?
Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce....Enable Email to Salesforce for Your UsersFrom Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.Click Edit.Select Active.More items...
What email server does Salesforce use?
Gmail / Outlook These are the basic tools that are used in your client email application to view matching Salesforce records and relate emails and events to those records.
How does Salesforce integrate with Gmail?
From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync. Enable and expand Let users access Salesforce records from Gmail. To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Gmail.
Can you forward email to Salesforce?
They need to grab their own Email to Salesforce address and customise how they want the feature to work for them. These settings are found by following the menu path: My Settings->Email->My Email to Salesforce. On the page will be the 'Email to Salesforce' email address.
How do I upload emails to Salesforce?
Open Data Loader and use the "Insert" function.Log in with your credentials. ... Select the Show all Salesforce objects box and select the object: Email Message Relation (EmailMessageRelation).Browse for the csv file (the one from step 1) and click Next.More items...
Is Salesforce email free?
The Outlook email Salesforce integration is free. This option helps track customer actions and operating on Salesforce deals exactly in Outlook.
What is my email to Salesforce address?
Getting Started. When your Salesforce admin activates Email to Salesforce, you receive an email that contains your system-generated Email to Salesforce address. This address also appears in your personal settings. Access your personal settings to configure Email to Salesforce before you use it.
How many ways we can send email in Salesforce?
You can enter up to five more email addresses. Click Save. Activate the workflow rule and its email alert. Click Activate next to the name of the rule.
Setting Up Email to Salesforce
Configure your Email to Salesforce feature through the following steps:
Email to Salesforce at Work
When you send an email through an external mail client, you can add your personal Email to Salesforce address (that long email sent to you by the system) under your BCC so that Salesforce automatically receives a copy of the email you sent, and associates it with the appropriate contacts.
Summary
Email to Salesforce is an easy way to automatically associate your outgoing emails to the appropriate records, leads, contacts, and opportunities within Salesforce. A quick configuration is all you need to get this exciting feature started.
A Step-By-Step Guide To Email To Salesforce
If you are looking for an effective way to link external email in Outlook or Gmail to Salesforce record, then you have come to the right place. In this blog, we will show how to quickly step up the email to the Salesforce feature and get the email reply in Salesforce under the same contact form you’ve sent the email.
Email To Salesforce Process
When sending an email from an external email application, use Email to Salesforce to automatically associate that email with your leads, contacts, opportunities, and other specific Salesforce records. When composing, forwarding, or replying to an email, type the custom email address into Salesforce in the BCC field (or any other recipient field).
Steps To Set Up Email To Salesforce
Click on the save button and copy the email address highlighted in the screenshot below.
Considerations For Using Email To Salesforce
The maximum no. of email addresses that Email to Salesforce can match is 50. Email to Salesforce processes only the first 50 unique addresses in the email if the combined number of addresses in the To and CC fields exceeds the limit.
What can be synchronized in Salesforce?
Contacts, Events and Tasks can be synchronized and categories can be used to determine which records will synch. It can also be setup to manually select emails to record in Salesforce or to automate the logging of all inbound and outbound emails.
What does setting a reply email address mean?
Setting a reply email address means that it will go to that email address, and not to Salesforce. Workflows rules can be setup to send emails. Workflow emails work the same way as sending an email manually from a record, except that when defining the email alert, you can choose which from address to use.
Does Salesforce have a terminal server?
Each user determines what synchs individually. Salesforce for Outlook doesn’t support terminal servers, such as Citrix.
Does Salesforce support Citrix?
Salesforce for Outlook doesn’t support terminal servers, such as Citrix. Citrix Supported Outlook Integration. If you are in a Citrix environment, then you will need to look for an alternative to Saleforce for Outlook, as it isn’t supported.
