Slaesforce FAQ

how to save multiple email addresses in salesforce

by Dr. Davon Gulgowski MD Published 2 years ago Updated 1 year ago
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Multiple Email-to-Case Email Addresses.

  • Click the gear icon in the upper right corner and click on Setup.
  • In the Quick Find box on the left hand side type in email-to-case (don't forget to add the - in-between each word) and click on it.
  • Scroll down to "Routing Addresses" and click the "New" button.
  • Enter in the information for your new Routing Address.
    • • Routing Name = The name a customer sees for this email address (example for this is seen with 'Salesforce Support Response')
    • Click Save.
    • You will receive an email to confirm the email address.

Multiple Email-to-Case Email Addresses
  1. Click the gear icon in the upper right corner and click on Setup.
  2. In the Quick Find box on the left hand side type in email-to-case (don't forget to add the - in-between each word) and click on it.
  3. Scroll down to "Routing Addresses" and click the "New" button.

Full Answer

Can you have multiple email addresses in Salesforce?

You have the ability to Set Up Organization-Wide Email Addresses and enter individual email addresses to be used when you send email using Salesforce. If you need to add a large number of email addresses, you can also mass create them using Data Loader.

How do I list multiple email addresses?

Separate multiple email addresses using the semicolon character. For example, enter the following to send email to your employees John and Jill: [email protected]; [email protected].

How do I save an email to multiple recipients?

Find and add the Bcc field for your message. Go to 'Options', and in the 'Show fields' section, select Bcc. The Bcc box will now appear by default for every new message. To send emails to small groups where everybody knows each other, use the Cc field.

How do you copy multiple email addresses from an email?

Right click on a recipient in the message header in the Reading Pane. Now that all the recipients are highlighted, press CTRL+C to copy them or right click on the selected addresses and choose Copy. Press the “Add Members” button and select “From Address Book”.

How do you create an email group?

How to Create a Group Email Account in GmailVisit Google Groups and click "Create Group."Enter a name for the group and type in the email address you want to use, which will end in "@googlegroups.com."Enter a description of the group for members to view.More items...

How do you send group emails?

Email a contact group from Contacts:On the left, select a contact group and check the box next to a contact to select them.To select all the contacts in the group, check the Select all box at the top.Click Email. and compose a message.Click Send.

What is the difference between CC and BCC?

Bcc stands for blind carbon copy which is similar to that of Cc except that the Email address of the recipients specified in this field do not appear in the received message header and the recipients in the To or Cc fields will not know that a copy sent to these address.

How do I save multiple email addresses in Outlook?

So if you have a group of e-mails relating to one subject, you can store them in a single message. To do that, select the e-mails you want to gather together and, while holding down the Ctrl key, highlight them one at a time and then click on File, Save As . This method provides a bonus.

What is CC or Bcc in email?

CC stands for "carbon copy." BCC stands for "blind carbon copy." When you put an email address in the CC or "carbon copy" field it means that a copy of the email you are sending will also be sent to that address.

How do you copy a group email list?

How to copy the Contact Group into anotherHold the Ctrl key down and drag the Contact Group a bit above or below in the same folder and release it.Right-click on it and select Move -> Copy to Folder... in the popup menu: In the Copy Items dialog box, select the Contacts folder and click OK:

How do I copy and paste a group email list?

0:000:35Copy and Paste Distribution list members - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo copy a distribution list open the distribution list and click forward group in internet format.MoreTo copy a distribution list open the distribution list and click forward group in internet format. Open the attached text file and copy. It you can paste this in anything.

How do I copy and paste email addresses?

Select the email address that you want to copy. Click the email address once to highlight it then press Ctrl + C simultaneously to copy. Move the cursor to the body of the letter then press Ctrl + V to paste it.

What happens after an email is saved in Salesforce?

After it is saved in Salesforce on the following sync session, the email will be automatically moved back to the Inbox or Sent folder respectively

How long does it take for Salesforce to sync?

Revenue Inbox synchronization should be active because such messages are saved in Salesforce on sync sessions; it may take up to 10-20 minutes for a message to be saved in Salesforce this way, depending on the actual sync interval, connection speed, and the number of related objects found.

What is category folder in Salesforce?

The category/custom folder emails saving method is also handy when you need to save an email from a stationary or mobile device if it goes offline for some periods of time (e.g. when losing wi-fi connection). Items saved this way will be upsynced to Salesforce as soon as Internet connection is available. In addition, this option can be effectively used to process multiple items.

Can attachments be saved in Salesforce?

An email attachment cannot be saved in Salesforce in the following cases: 1. if it exceeds the file size limit in Salesforce – 25 Mb per file; 2. if the file’s extension was not allow-listed by your local RI Admin

Step 1: Create a New Flow

First head to Setup > Process Automation > Flows (search for “Flow” in Quick Find). Select “Flows”, then click the “New Flow” button.

Step 2: Add Variables

All the variables you’ll need are detailed below. To create a variable, click “New Resource” under the Manager tab in your Toolbox.

Step 3: Build the Flow

Now that you’ve got your resources built, it’s time to use them in your Flow. The first thing you need to do is create the email itself; we’ll allow the User to input the content through a Screen element. To do this, move over to the Elements tab and drag a Screen element onto the canvas.

Step 4: Test the Flow

Before we activate the Flow and grant our Users access to it, we need to make sure it works. We’ll create some test data together first.

Step 5: Create a Button

We want to give our Users the ability to call this Screen Flow from an Account record. To do this, we’ll create a new Action on the Account Object.

Summary

Congratulations! You’ve now built your first Flow using Flow builder, and you’ve made it available to your users by means of an Action on the Account Page Layout.

Data, data, data

Our product also allows you to configure where you save your geodata – you can save it “Off-Record” in a separate Geocode record as it’s been done in the past, or you can save it “on record” directly into custom fields on your object.

Save Data Off-Record

When you save the data off-record, it keeps your record cleaner. Even though there are many bits of data that we save, only one field needs to be added to your object – a Geocode lookup field.

Save Data On-Record

That brings us to our second storage option: on-record. With on-record geocoding, the geodata gets saved directly to your record. You create and specify the fields that will store the data. The number of fields you need to create on your object depends on how much information you want to save.

Mix and Match

You can use both on- and off-record geocoding to meet your needs. For example, if you create an “Account Shipping” Map Object and an “Account Billing” Map Object, you could use on-record for the shipping address but off-record for the billing address.

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