To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking. Once this is done, you’ll be able to track emails that have been sent from Gmail, Salesforce, Email Relay, and Office 365. With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records.
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- From Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync.
- Turn on the Gmail integration.
- Ensure that Use Enable Enhanced Email with Gmail is on to log emails as standard message objects and activate Email to Salesforce.
Can I track emails sent from Gmail to Salesforce?
Once this is done, you’ll be able to track emails that have been sent from Gmail, Salesforce, Email Relay, and Office 365. With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records.
How do I Turn Off email tracking in Salesforce?
You can also turn off email tracking for specific individuals if necessary. Some customers may not feel comfortable being tracked through Salesforce and may request that the features be turned off. This is done through the Data Protection and Privacy section, with the “Don’t Process” and “Don’t Track” preferences.
What is Gmail used for in Salesforce?
The Gmail is common in use to send email message quickly and get relationships going. Also, it helps to manage contacts and scheduling meeting or appointments for the important events. Why Salesforce?
How to see whether an email has been opened in Salesforce?
In the past, it was necessary to run a manual report in Salesforce to see whether emails had been opened. Now, Salesforce makes it possible to see whether an email has been opened in the Activity Timeline.
How do I Sync Gmail with Salesforce?
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 Salesforce automatically log emails?
You can automatically log your emails to Salesforce using the Auto BCC feature in Front to associate emails to any open opportunities, leads, and contacts.
How do I set up lightning Sync for Gmail in Salesforce?
From Setup, enter Sync in the Quick Find box, then select Gmail Integration and Sync. Select Let users sync contacts, events, or both between Google and Salesforce to enable Lightning Sync. Click Let users sync contacts, events, or both between Google and Salesforce to see additional setup steps.
How do I add Salesforce extensions to Gmail?
In the Chrome Web Store, enter Salesforce in the Search box, then select the Salesforce extension. Click Add to Chrome and confirm Add extension to add it to your Gmail account. After adding the extension to Chrome and navigating to Gmail, enter your Salesforce credentials in the new integration pane.
How do I see logged emails in Salesforce?
How to Get the Email Logs in SalesforceFrom Setup, enter Email Log Files in the Quick Find box, then select Email Log Files.Click Request an Email Log.Email Logs.Email Log Request.Log Data Options.Fill all the details and click “Submit Request” button.You can download it from your email.
Where are emails logged in Salesforce?
When you log an outbound email, it's logged to the selected Salesforce records as Sent. Outbound emails include emails logged from the Sent folder, the Log Email on Send option, or from the Reminder to Log pane.
What is lightning Gmail?
Lightning for Gmail is a free, native (read: out-of-the-box) application that allows any Salesforce users (on Classic or on Lightning) to synchronize their Google G Suite Gmail inbox with Salesforce CRM.
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
What is Einstein activity capture in Salesforce?
Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.
Is there a Salesforce plugin for Gmail?
Gmail to Salesforce lets you log emails automatically. It also lets you log chats you send from your Mails account as activities on leads, contacts, opportunities, and other records that support activity history. It's important to know that after you activate Gmail to Salesforce, you can't deactivate it.
How do I enable lightning in Gmail?
Complete these steps to add Lightning for Gmail to the Chrome browser.In the Chrome Web Store, enter Lightning for Gmail in the Search box, then select the Lightning for Gmail extension.Click Add to Chrome and then confirm Add an extension to add it to your Gmail account.
How do I forward Gmail to Salesforce?
Open up a browser and log in to your Gmail. Click the gear icon in the upper right and select Settings. Click the Forwarding and POP/IMAP tab. On that page, in the Forwarding section, select Add a forwarding address.
Gmail Integration Options in Lightning Experience
In Lightning Experience, the following options are available to log emails and use Gmail:
Gmail Integration Options in Salesforce Classic
In Salesforce Classic, you can integrate Gmail to Salesforce in the following ways:
How to set up Lightning for Gmail?
Step 1: Login to your Salesforce Lightning account and it will take you to the home screen as shown below –. Step 2: At the home page from upper right corner click on Setup icon as shown below –. Step 3: As soon as you click on Setup option, there is one Quick find box in the upper left corner.
Is Salesforce adoption encouraged?
Salesforce adoption is encouraged among team member and important content can be synchronized that is relevant to your business. Secondly, when Salesforce features are accessed within Gmail, you don’t have to switch among tab and it makes your team more productive than earlier.
Can you track emails in Salesforce?
Also, email tracking is possible that is highly relevant to the Salesforce records .
