how to pull email into salesforce

^{Here’s how:}

• Open Salesforce and at the top of the page click on your name and select “My Settings”.
• On the left side of the screen, click on “Email”.
• Then select “My Email to Salesforce”.
• Your personalized Salesforce email address is the long email address that starts with “emailtosalesforce@”. Copy that address.
• Type in your email address into the “My Acceptable Email Addresses” box.
• Press the “Save” button.

How do I send an email from Outlook 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.

How does Salesforce for Outlook work?

If this address is used as a bcc, Salesforce will try and match the to email address to a record in Salesforce and if a match is found will save the email as an activity, for example on a lead, contact or opportunity. Salesforce for Outlook is the Salesforce supplied tool for integrating Salesforce and Outlook. It does not have any additional cost.

How to add email in Salesforce side panel?

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.

What is ‘from’ email address in Salesforce?

Note:The ‘from’ email address will be the email address you set in your email settings. In the email settings, you set the sender name, the email address that will be used as the reply address for the email that is sent and also whether to bcc the reply address that you are using when emails are sent from Salesforce.

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 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.

Can you forward email to Salesforce?

They need to grab their own Email to Salesforce address and customise how they want the feature to work for them. These settings are found by following the menu path: My Settings->Email->My Email to Salesforce. On the page will be the 'Email to Salesforce' email address.

How do I pull an email log 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.

How do I transfer emails from Outlook to Salesforce?

Select an email and click the Record to Salesforce button in the top left corner of the Outlook Ribbon. Tip: There are four other ways to access the Record window for LinkPoint Connect. Right click an email in the inbox and select Record to Salesforce from the menu.

How do I link my Outlook email to Salesforce?

Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.

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.

How do I forward an email in Salesforce lightning?

IF an individual requests you resend an email to them or forward it to another person - you have to go to the original email first, copy it and start a new email to send it. It would save so much time if we could just open it click resend or forward.

What is email-to-case in Salesforce how you implement it?

Email-to-case feature in Salesforce enables you to convert the emails received at your support email address into cases. You can then inject these emails-turned-cases in your organization's customer support queue and follow a systematic approach to track & resolve it.

How do I track outbound emails in Salesforce?

Track Outbound Emails Sent by Each User in SalesforceAccess the "Type" picklist field from Setup. ... Under the Task Type Picklist Values section, click New and enter a new picklist value labelled Outbound Email.Click Save.More items...

How do I collect Outlook logs?

Configure and retrieve Outlook logsIn Outlook, go to the File tab, then Options, and then Advanced.Under Other, select or clear the check box Enable troubleshooting logging (this will require an Outlook restart).Select OK and restart Outlook.

How do you analyze email logs?

0:202:46How to Analyze Salesforce Email Logs - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst we need to go to setup. And on the quick find we type email logs and select from below in thisMoreFirst we need to go to setup. And on the quick find we type email logs and select from below in this section. We can request the logs to sell force. Now we click on request an email log.

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.

What can be synchronized in Salesforce?

Contacts, Events and Tasks can be synchronized and categories can be used to determine which records will synch. It can also be setup to manually select emails to record in Salesforce or to automate the logging of all inbound and outbound emails.

What does setting a reply email address mean?

Setting a reply email address means that it will go to that email address, and not to Salesforce. Workflows rules can be setup to send emails. Workflow emails work the same way as sending an email manually from a record, except that when defining the email alert, you can choose which from address to use.

Does Salesforce have a terminal server?

Each user determines what synchs individually. Salesforce for Outlook doesn’t support terminal servers, such as Citrix.

Does Salesforce support Citrix?

Salesforce for Outlook doesn’t support terminal servers, such as Citrix. Citrix Supported Outlook Integration. If you are in a Citrix environment, then you will need to look for an alternative to Saleforce for Outlook, as it isn’t supported.

What is an email handler?

An email handler will ‘listen’ for incoming emails from a specific address. It can then use custom logic to create or update records based on the information in the email. "Emails sent by customers to specific support email addresses can be processed by Salesforce and turned into case records. ".

Can APEX send emails?

If custom logic is required APEX can be used to send emails either to an individual or a group of users programmatically. "In Salesforce Classic and Lightning Experience, emails can be sent from standard objects such as Accounts, Contacts, Leads and from custom objects.

How to sync Salesforce email with Outlook?

STEP 1. Open your Salesforce Org. Click on Setup. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps. Click on Edit button.

How to install Salesforce on Outlook?

Click on beside Setup your User Name and Select My Settings. Search Outlook in quick find box and Select Salesforce for Outlook. Now Scroll down bottom of the page and Download Salesforce for Outlook using Download (Version) button. If Microsoft Outlook is Open, Close It. Now Install setup file on your computer.

What is Outlook email?

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.