1. Click the profile icon in the upper right 2. Click Settings 3. In the Quick Find search on the left enter My Email to Salesforce
Full Answer
Where can I find email templates in Salesforce Essentials Edition?
Classic and Lightning email templates can be found in two places in Salesforce Essentials Edition. Classic and Lightning Email Templates can be found in two places. Click on the gear icon in the upper right corner of any page and click Setup On the left side of the page, in the Quick Find Box, type "email templates"
What is Salesforce email and how do I enable it?
Once Salesforce Email is enabled, users can access the My Salesforce Email page to view their unique Salesforce email and customize their settings. 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.
What do you get with Salesforce essentials?
With Salesforce Essentials, you get: Always on Support: In times like these, nobody is on a normal schedule, including your customers. You can create a 24/7 help center — so your customers are never in the dark. We’re here to help you help every customer, no matter what.
How do I assign an email to a Salesforce record?
From the My Unresolved Items page, you can manually assign the email to a record. Emails that are not yet assigned will also appear in your open task list. Login to your Salesforce account and click on Setup. Search Email to salesforce and click on the Edit button.
How do I find my Salesforce email?
Find your Salesforce BCC EmailFind your user name at the upper right corner and select the drop down bar.Select "My Settings" or "Setup" from the drop down bar.Select the Email tab under “My Settings" and click on “My Email to Salesforce" tab.You will see your email to salesforce address highlighted.More items...•
How do I view email activity in Salesforce?
To find the email in Past Activity, click the Activity tab. To open the email's task record, where you can view the message and related details, click the email link. And if you use Automatic BCC, you can find the sent email in your inbox.
How do I get my Outlook emails from Salesforce?
From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration. If Add Email is selected, the Add Email and Send and Add options appear in Outlook. Note If you don't see the Add Email and Send and Add options, ask your administrator to activate Email to Salesforce.
How do I track Gmail in Salesforce?
In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.
How do I run an email activity report in Salesforce?
Create an Email Activity Report in SalesforceIn Salesforce, click Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.More items...
How do I run an email report in Salesforce?
Report on Email MessagesFrom Setup, in the Quick Find box, enter Report Types , then select Report Types.Click New Custom Report Type.Select Email Message as the Primary Object. ... Optionally, select a secondary object from among these options and save the report.More items...
How do I sync my Salesforce email?
You will need to connect your email account on the connections tab, and connect to Salesforce when prompted in the Sync pane. Next, use the Email tab at the top right to set up syncing. Select the email account where the emails to sync are located and choose the syncing options you desire.
How do I sync Outlook with 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 enable Inbox in Salesforce?
Admins are prompted to contact Salesforce Customer Support.From Setup, enter Inbox in the Quick Find box, then select Setup Assistant under Inbox.Enable Make Inbox Available to Users.
Can you track emails in Salesforce?
To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking. Once this is done, you'll be able to track emails that have been sent from Gmail, Salesforce, Email Relay, and Office 365. With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records.
How do I query email logs in Salesforce?
From Setup, enter Email Log Files in the Quick Find box, then select Email Log Files. Click Request an Email Log. Optionally, you can filter an email log to only include entries where a specific domain name or email address appears in a field, such as Recipient or Message ID Header .
How do I enable email tracking?
Enable Email Tracking in GmailClick the Email Tracking button in the compose panel.The Email Tracking button will turn green to indicate that tracking is enabled. ... Click Send.You will receive a real-time notification* when the email has been opened by the recipient.More items...
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.
Add or Subtract Users
To change the number of user licenses you’re paying for, click Manage licenses. This option is available for your overall number of users, and the number of users able to access certain paid add-ons.
Update Your Credit Card on File
If you’ve missed a payment due to an expired credit card or have another need to change your payment method or billing address, click Update payment method.
Add More Features
You can purchase add-on features that expand what you can do with Salesforce. Click Add On next to the feature.
Cancel Your Subscription
There’s a cancellation button at the bottom of the page. Indicate why you’re leaving us, then click Cancel Subscription. This cancels the auto-renewal at the next billing cycle, either next month (monthly billing) or next year (annual billing). Your account remains active until then.
How can Salesforce Essentials help me in the current situation?
More than ever, small businesses need the tools to connect with their customers. With Salesforce Essentials, you get:
Do any third-party apps work with Essentials?
All the apps listed on this AppExchange small business collection page work seamlessly with Essentials.
Are there any additional resources for me, as a small business owner?
We have additional content and workshop resources to help you through this difficult time.
How do I use leads, opportunities, accounts, and contacts?
We understand these terms can be confusing and overwhelming, especially if you’ve never used them before. That’s why we put this video together to help you understand what they are and why they’re important for your business.
How do I add my data?
First, you need to make sure your data is stored in a CSV file. Then, you can use the Import Wizard (step #4 on the Setup Assistant on the home screen) to add your data.
How do I successfully import my leads?
Use the Import Wizard (step #4 on the Setup Assistant on the home screen) in Essentials to import leads.
How do I remove the trial data in my account?
Choose step #7 on the Setup Assistant on the home screen to remove all trial data.
