- From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.
- Click Edit.
- Select Active.
...
Set Up Email to Salesforce
- From 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.
What is my email to Salesforce?
What is My Email to Salesforce? My Email to Salesforce is a feature that allows you to paste a unique email address into the bcc field when communicating with your leads or customers. This automatically associates the email record with the related contact record to preserve all of your communication with your customers.
How to enable reply to and forward emails right from Salesforce?
How to enable Reply to and Forward Emails Right from Salesforce? Can you please tell me how to enable the new email from activity timeline feature in Summer 17? Please let know. The answer will be applicable. From the Setup Home page, type Enhanced Email in the Quick Find box. Click Enhanced Email, click Enable. I already enable this feature.
How to add email tab to activity component in Salesforce?
If it is enabled than in order to add email tab to activity component Make sure buttons for New Task, New Event, Log a Call, and Send an Email (not Send Email) are added to the Salesforce Mobile and Lightning Experience Actions section of the page layout Not really no, Email to Salesforce is for adding emails to your salesforce records.
How to use Salesforce classic email templates in Microsoft Outlook and Gmail?
Use Salesforce Classic Email Templates in Microsoft Outlook and Gmail Lightning Sync Run the Lightning Sync Connection Test for Google Users Find the Migration Assistant in Your Lightning Sync Settings Customize the Work Queue Deploy Your Bot to Your Experience Cloud Site Edit an Active Sales Cadence Install the Inbox Clients Use Inbox Features
How do I enable email sending in Salesforce?
In Setup > Manage users > Profiles - Click the profile to which the user is associated to. Once you are in Under General User Permissions check for Send Email option. If its not checked please enable it and try.
How does my email to Salesforce work?
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 do I 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...
How do I add an email to my Salesforce domain?
Set up an email relay, if you haven't already.From Setup, in the Quick Find box, enter Email Domain Filters , and then select Email Domain Filters.Select Create Email Domain Filter.Configure these settings. Setting. Description. Sender Domain. ... Save the page.
How do I connect Gmail to Salesforce?
To activate Gmail to Salesforce:From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce. ... From Setup, enter Google Apps Settings in the Quick Find box, then select Google Apps Settings. ... Set a Google Apps Administrative Contact and Google Apps Domain, then save your changes.
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.
How do I log into my Salesforce email?
Select the email you want to log to Salesforce. You can select emails in an email folder, including the Sent Message folder to log emails that you sent. icon (it's blue if an address on the email matches an email address on a record in Salesforce). Tap one or more suggested records or search for a different record.
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.
Where can I find my email settings in Salesforce?
Edit Your Email SettingsFrom your personal settings, in the Quick Find box, enter My Email Settings , then select My Email Settings.Make your changes. Note Depending on your org's settings, if you change your email address, you can be prompted to confirm your identity.
What is email to 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 add a domain to Salesforce?
Add a DomainFrom Setup, enter Domains in the Quick Find box, then select Domains.Click Add a Domain.Enter the domain name.Choose the HTTPS domain configuration option you want to serve this domain with. ... Add a certificate if you have already set up a CA-signed certificate that supports this domain.Click Save.
How do I whitelist an email domain in Salesforce?
Enable the Email Domain AllowlistFrom Setup, in the Quick Find box, enter User Management Settings , and then select User Management Settings.Turn on Email Domain Allowlist.