The 7 Keys to Perfect Salesforce Email Integration
- Use a Dedicated Email Address for Salesforce- . One of the best ways to ensure that your emails are always routed to...
- Connect Your Email and Salesforce Accounts- . The next step is to connect your email and Salesforce accounts. This...
- Configure Your Email Settings- . You’ll also need to configure your email...
Full Answer
How do I add an email to Salesforce?
We find it quite tiring having to click on "Send and Add" button, wait for the pop up window to query Saleforce and return the name of the contact, then manually click on "only one" record to attach the email to. We assume that many other organisation would want to record all emails to Salesforce contacts.
How to set up a Salesforce integration?
- On the Manage App page, click 'Edit Policies'
- Navigate to the 'IP Relaxation' dropdown menu
- Select 'Relax IP Restrictions'
- Then click 'Save' at the bottom of the page
- Now, back on the Connected Apps page, click the App name 'Blink'
- On the page that appears, your Consumer Key and Consumer Key will be shown
How to customize email link in Salesforce?
- Label: Google Info
- Name: Google_Info
- The custom button opens a link to http://google.com?q= {!Contact.Name} (where {!Contact.Name} is the current contact's name)
- Add the custom button to the Contact Layout page layout
How do I integrate with Salesforce?
- xxxyyyzzzz (no punctuation) - this is the preferred entry since it's displayed in Salesforce formatted
- xxx-yyy-zzzz
- (xxx)yyy-zzzz
What is the best email integration solution for Salesforce?
Best Email Marketing Apps Integrated with Salesforce Sales CloudOutfunnel. 4.9. (40) ... Klenty. 4.8. (33) ... MailUp. 4.5. (39) ... Mission Control. 4.8. (5) ... Gmail. 4.8. (9.1K) ... Mailchimp. 4.5. (14.7K) ... Squarespace. 4.6. (2.4K) A website makes it real. ... ActiveCampaign. 4.6. Email Marketing, Marketing Automation, CRM/Sales Automation. learn more.More items...
What are different email integration options available in Salesforce?
Salesforce email integration optionsOutlook Integration and Lightning Sync. These are two separate products for Microsoft systems: ... Gmail Integration. ... Salesforce Inbox. ... Third party alternatives. ... Conclusions.
How do I enable integration in Outlook Salesforce?
From Setup, in the Quick Find box, enter Outlook , and then select Outlook Integration and Sync.Enable Let users access Salesforce records from Outlook.If reps use Outlook on the web, in the Microsoft Outlook Web App Domain section, add the domains that you want to allow access to Salesforce.
How do I set up Gmail integration with 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.
What is email integration in Salesforce?
The Salesforce integration with Outlook® and Gmail™ helps your reps manage their sales more efficiently. Your reps can view, edit, and add Salesforce records directly from their email, and relate emails and events to Salesforce records.
What are the three email integration features does Salesforce have?
Email Integration Features from Sales CloudContact management.Lead management.Sales forecasting.Workflow automation.File sync and share.Data reporting and analytics.
What is Outlook integration in Salesforce?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
What is the difference between Salesforce for Outlook and Outlook integration?
The Outlook integration lets users work with Salesforce records and certain Salesforce features while in their Outlook email or calendar. This integration is meant to replace the Salesforce for Outlook side panel and even offers more features that Salesforce for Outlook does not.
Is Outlook and Salesforce integration free?
The Outlook email Salesforce integration is free. This option helps track customer actions and operating on Salesforce deals exactly in Outlook.
What is a Salesforce connector?
Use these connectors to sync your data in systems that are part of the Salesforce ecosystem, including external Salesforce orgs, to CRM Analytics.
How does Google workspace integrate with Salesforce?
1:513:09G Suite Integrations with Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFrom Gmail open up the calendar add-on. Then the customer meeting itself and you'll see that theMoreFrom Gmail open up the calendar add-on. Then the customer meeting itself and you'll see that the lightning for gmail extension appears.
What can sales reps do with Inbox?
With Inbox Features, Reps Can: Schedule meetings with customers and prospects, oftentimes going back and forth trying to get something scheduled. Insert open time slots from their calendar directly in their email message. Recipients select which time works best for them, and the integration schedules the meeting.
Email Experience in Salesforce
Salesforce is a robust CRM that brings enhancements to all kinds of sales processes. Of course, this includes email experience.
Configure Letterheads and Email Templates
One of the best ways for your team to look professional while conducting business is to make sure that their correspondence is properly branded. Salesforce lets you customize your emails by adding a custom letterhead to them, and allows you to create email templates for specific types of communication.
Create an email template in Salesforce
Now that our letterhead is ready, let’s create a custom email template to put it to use. Just like with letterheads, search for Email Templates in the App Launcher. Click New and fill out the fields you need. Remember to change the folder to Public Email Templates. Otherwise, your email template won’t be available for users.
Organization-Wide Email Addresses
Another type of emails you can set up for your organization are organization-wide emails. They are common email aliases that your company uses (e.g. [email protected]). When enabled, users can select an organization-wide email address instead of selecting their own emails.
Use Send Later for Scheduled Emails
Using the activity tab to send emails to clients works great when you want to connect with them right that second. But sometimes your sales reps want to schedule an email to be sent at the most optimal time instead of sending it out immediately. That’s what the Send Later feature is for.
Send List Email
To send bulk email to Leads, Contacts or Campaigns Members in Salesforce Classic we had a feature called “Send Mass Email”. In Lightning, we can use “Send List Email” to do the same thing.
Integrate Outlook and Gmail with Salesforce
Sales reps spend up to 28% of their day sending and reading emails. For many of them it’s their second nature. If your company has just started using Salesforce, they might not be too happy about their new tools for contacting clients. And switching between two different applications is the opposite of productive.
Emails from Salesforce
The next category is sending emails from Salesforce. There are 3 options to choose from when determining how the email is sent. It can be sent using Salesforce email servers ‘Send Through Salesforce’, using gmail or office 365 accounts ‘Send through Gmail or Office 365’ or using a company SMTP mail server ‘Send Email Through Email Relay’.
Mobile
To work with emails on a mobile device, Inbox for iOS and Andriod, a paid feature, can be used. This adds the ability to log emails to Salesforce records and custom objects, create Salesforce records and tasks and track and schedule emails.
Emails to Salesforce
The last category includes the options for processing emails into Salesforce. 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.
Overview of Microsoft Outlook
Microsoft outlook, or simply Outlook, is a personal information manager from Microsoft, that allows users to send and receive email on their computer. It provides many functionalities to manage various types of personal data like calendar appointments and similar entries, tasks, contacts, notes, and events.
STEP 4
After complete installation Salesforce for Outlook in your computer Open Microsoft Outlook in your computer. Please sync your email id in Microsoft Outlook. In task bar right side system try click upper arrow button.
Make Time Spent Reading Emails More Productive with CRM Email Synchronisation
Salesforce CRM email synchronisation allows information from Salesforce CRM software to be accessed in Microsoft Outlook. In the video Joly explains the need to sync CRM software and Microsoft Office. “The two are integrated,” he explains. “We spend a lot of time managing email and contacts details in many ways: email, phone, computer.
Updated Salesforce CRM for Outlook Now Uses the Exchange Server
Salesforce CRM for Outlook has worked in the past through plug-ins. The Dreamforce session shown in this clip explains the new method of using Salesforce with Outlook: using the exchange server. “This is a major change to have CRM for Outlook on the exchange server,” says Joly. “There are no plug-ins. It’s very convenient to deploy as an admin.”
Salesforce CRM for Outlook Has Evolved to Meet Two Goals
The development team at Salesforce focused on two goals for Salesforce CRM and Microsoft Office compatibility:
