how to hook up email to salesforce

^{Using the feature Salesforce Side Panel present in Salesforce for Outlook, complete the following process:}

• Make sure you’ve set up My Email to Salesforce. From your personal settings, enter My Email to Salesforce in the Quick Find box, then select My Email to Salesforce.
• In Outlook, either Select an email from your Inbox or Create a new email. You can also add an Outlook email and its attachments to multiple Salesforce records.
• In the side panel, click Salesforce Side Panel Add Email Icon for the contact, account, case, opportunity, or lead to which you want to add the email. ...
• Add the attachment separately based on how you are set up to utilize the side panel. ...
• In case you don’t see any option to add attachments, probably your attachments are automatically included when you add email to Salesforce or the attachment might have exceeded General Email ...

How to add emails to Salesforce?

Add Email To Salesforce. 1. Open an email in Gmail and click the Add Email to Salesforce icon . 2. The Add Email To Salesforce window will appear allowing you to select the person's Name and Related To objects. Once the relevant Salesforce record(s) have been selected, click Save. 3.

How to configure email relay in Salesforce?

Use the following values:

• Host: (should be the value on the MX DNS record for your email domain, typically something like mydomain-com.mail.protection.outlook.com)
• Port: 25
• TLS Setting: Preferred
• Enable SMTP Auth: (unchecked)

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 you set up Salesforce?

Salesforce went one better and experimented with meeting-free ... The first few days were a bit jarring for some, particularly those who have a daily stand-up meeting to prioritize workloads and update team members. "Daily stand-ups are really important ...

How does my email to Salesforce work?

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.

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 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 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.

What email server does Salesforce use?

Emails from Salesforce 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'.

How do I send and receive emails in Salesforce?

Set Up Email-to-Case with a Guided Setup Flow Get your cases into Service Cloud fast with a quick guided setup flow for Email-to-Case. Connect your support email address to Salesforce, give your incoming cases a default priority and queue, and set up mail forwarding so your emails become cases for your support team.

Can you send emails through Salesforce?

Send email from Salesforce using the Salesforce servers. No need to integrate with an external email service. This a great approach if you're using Salesforce Classic, need bounce management, or aren't using Gmail™ or Office 365™ with Lightning Experience. Use your company's email server to send email from Salesforce.

How do I enable send through external email services?

Admin Process Steps for Sending Emails through Gmail or Office 365Go to Setup.Enter “Send through External Email Services” in the Quick Find box.Select “Send through External Email Services”Select to either have your org send through either Gmail or Office 365 (you can't select both)

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.

Is Salesforce inbox free?

Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox. Inbox work in Core Salesforce platform which is Sales Cloud, Service Cloud, and Lightning Platform.

What is Salesforce Outlook integration?

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.

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 is the side panel in Salesforce?

The side panel confirms the Salesforce records to which you added your email. In case you are sending a new email, add it to the Salesforce records after you click Send. Add the attachment separately based on how you are set up to utilize the side panel. After you add an email to Salesforce if you notice the attachment section appearing after you, ...

Can you add Outlook email to Salesforce?

You can also add an Outlook email and its attachments to multiple Salesforce records. In the side panel, click Salesforce Side Panel Add Email Icon for the contact, account, case, opportunity, or lead to which you want to add the email. The side panel confirms the Salesforce records to which you added your email.