Create Opportunity record from incoming emails. (create something like e2c) Create Contact record if there are no matching emails in the system and populate the custom Contact lookup in Opp. When user send an email from that Opportunity record and customer replies back, the response should be attached to existing Opportunity.
Full Answer
What is email to Salesforce and how does it work?
With Email to Salesforce, you can automatically log emails that you send from third-party email accounts as activities on lead and contact records in Salesforce. Once Salesforce Email is enabled, users can access the My Salesforce Email page to view their unique Salesforce email and customize their settings.
Is there a way to capture email replies in Salesforce?
You can try Implisit. Implisit connects to the backend of your email server and your Salesforce and therefore would be able to capture the reply, and can automatically attach it to the right contact record in SF. As a disclaimer, and to be fully transparent, I'm a Product Manager at Implisit.
How do I assign an email to a Salesforce record?
From the My Unresolved Items page, you can manually assign the email to a record. Emails that are not yet assigned will also appear in your open task list. Login to your Salesforce account and click on Setup. Search Email to salesforce and click on the Edit button.
How to store customer feedback in Salesforce Marketing Cloud?
Create a landing page in the Marketing cloud Cloudpages as a final submission to show to the customer Data extensions are used to store the data submitted by the customer in the Interactive forms. There are two ways of storing customer feedback within Salesforce Marketing Cloud. 1. Create a new Data extension
How do I get email replies to Salesforce?
Steps to create email service-Click on Setup.Type Email Service on search box.Click on new Email service.Enter the name of Email service.Choose the Apex classes -which is mentioned below.Click on Active check box.Create New Email addresses.Click on save button .
How do I create a survey email in Salesforce?
Required Editions and User PermissionsFrom the App Launcher, find and select Email Templates.Click New Email Template.Enter a name for your email template. ... Select Survey Question for Related Entity Type.For the folder, select Public Email Folder.Compose the email you want to use as your template.More items...
How do I make an interactive email?
Tips to make a good interactive emailInclude videos. One of the popular methods used to engage the customers more efficiently with emails is by embedding videos. ... Add GIFs. ... Add a poll or survey. ... Include live shopping carts. ... Gamify your emails. ... Utilise image carousel options. ... Add scratch cards. ... Include countdown timers.More items...•
Can you receive emails in Salesforce?
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.
How do I embed a survey in Salesforce email?
Use Salesforce Email Composer to email survey invitations and to export survey responses by email. For surveys with fewer participants, email the survey invitation by manually adding each address. You can email individual survey invitations to leads, contacts, or users in your Salesforce org.
Does Salesforce have a survey tool?
Salesforce provides three types of survey licenses: Survey Response Pack, Salesforce Feedback Management - Starter, and Salesforce Feedback Management - Growth. The capabilities that you can use in your survey depend on the licenses that you have.
Can emails be interactive?
An interactive email is an email that provides the functionality necessary for recipients to take actions desired by the senders. This email incorporates elements that allow subscribers to add items to their shopping cart, book a room, take a quiz, watch a video directly in their inbox.
Does hover work in email?
Adding a hover effect is one of the simplest ways to introduce interactivity to your emails. Hover effects are most popular when it comes to highlighting text—for example, highlighting a text link in your email copy.
What are dynamic emails?
Dynamic email content is any personalized part of a mass message that changes based on user behavior or data you have about your subscribers. To create personalized emails, marketers add variables to the mailing list, and group people based on specific common characteristics like location, gender, age, etc.
How do I automate emails in Salesforce?
If you want Salesforce to be able to send automated emails, it is not possible. You can set up an email template in salesforce and have it sent out automatically when triggered by certain events or criteria, but this is just one way that using salesforce as your email marketing tool can be beneficial for your business.
How do I enable email functionality 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 do emails work in Salesforce?
If you configure Email to Salesforce to associate emails to matching leads or contacts, Salesforce searches the To and CC fields for the email addresses of your leads or contacts. If any leads or contacts are found, Salesforce saves the email to the Activity History related list on the appropriate record.
Data extension creation
Data extensions are used to store the data submitted by the customer in the Interactive forms. There are two ways of storing customer feedback within Salesforce Marketing Cloud.
Wrap up
We have covered all the steps required to create an Interactive form for the customer feedback use. These steps will be helpful to the marketers to create Interactive email forms for any other use case since the steps remain the same.
Find answers fast
Collect answers to common questions and structure them so employees quickly find the information they need. Highlight recent questions on topics like internal processes, projects, products, or any subject you may need.
Customer Community Forum from Salesforce
Use the customer community forum feature in Salesforce Chatter enterprise social network solution to set up an internal FAQ section. This is one of the many useful features of Chatter office collaboration software that can help improve the efficiency of your company.
Customer Community Forum from Salesforce
Use the customer community forum feature in Salesforce Chatter enterprise social network solution to set up an internal FAQ section. This is one of the many useful features of Chatter office collaboration software that can help improve the efficiency of your company.
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.
