Click Sync All Outlook Items to sync everything. Click Sync Only the Outlook Items I Select to sync only items you assign to the "Sync with Salesforce" category in Outlook. 15 Select private items to sync. If you want to sync your personal tasks, contacts, and/or events with Salesforce, check your desired options.
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 email Salesforce?
- To edit or delete your email templates, click Setup in the drop-down menu below your username. ...
- You can use your email template by going to a contact page, scrolling down to the bottom and clicking the "Send an Email" button under "HTML Email Status." Click "Select ...
- You can also mass email contacts with your template. ...
How to send mass email in Salesforce?
- To log list email activities, list email logging must be enabled
- List email isn’t sent if: An email has bounced A recipient is missing an email address A recipient (contact, lead, or person account) selected Email Opt-Out
- Send List Email button isn’t available in Kanban view
- List email can’t be sent using a Classic Visualforce email template. ...
How do I add Salesforce to Outlook for Mac?
Installing the Salesforce Outlook Add-in (Mac)Find Salesforce in the add-in in the list and check the box in the Turn On column.Wait about 15 to 20 seconds and then open Microsoft Outlook.The Salesforce add-in should appear on your Outlook ribbon.
Can you integrate Outlook and 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.
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.
Does Salesforce for Outlook work on Mac?
Salesforce for Outlook works with Outlook 2013, Office 365, Outlook for Mac and the Outlook Web App (OWA).
Is Salesforce Outlook integration 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 install the Salesforce Outlook plugin?
From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook. Click Download. Then click Save File. If the Download button is unavailable, ask your administrator to assign you to an Outlook configuration.
How do I integrate email with Salesforce?
0:052:47Salesforce email integration - YouTubeYouTubeStart of suggested clipEnd of suggested clipI can link this email to a related Salesforce. Record like a contact account opportunity or even aMoreI can link this email to a related Salesforce. Record like a contact account opportunity or even a custom object.
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.
How does Salesforce help with productivity?
If both Microsoft Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing your data between the two systems, create tasks, associate emails from your Outlook to records in your Salesforce organization and more.
Can you create Salesforce records in Outlook?
Relate email or Events and attachments to Salesforce records, and create Salesforce records directly in Outlook.
Can you add email to Salesforce?
Let your users add email to Salesforce records. Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce. That way, it’s easy to track sales-related communications.
