Email - enter a valid email address for the user User License - select either Salesforce (administrator user) or Salesforce Platform (user) Profile - select System Administrator, Rethink Advanced, or Rethink Standard User
Full Answer
How do I set up my email to Salesforce?
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.
How to enable reply to and forward emails right from Salesforce?
How to enable Reply to and Forward Emails Right from Salesforce? Can you please tell me how to enable the new email from activity timeline feature in Summer 17? Please let know. The answer will be applicable. From the Setup Home page, type Enhanced Email in the Quick Find box. Click Enhanced Email, click Enable. I already enable this feature.
How to add email attachments to a Salesforce email record?
After you add an email to Salesforce if you notice the attachment section appearing after you, click on the attachment icon as shown in the figure to include specific email attachments on the record.
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.
How do I set up email in Salesforce?
Search for From Address Management . Click Add Email Address. Enter a complete email address. Click Save.
How do I enable email in Salesforce?
Set access level to 'All email' in LightningClick the gear icon.Click Setup.In the Quick Find box, enter Deliverability.Select All email for access level under 'Access to Send Email (All Email Services.)'
How do I change the email format in Salesforce?
Change Salesforce User's Email Without Confirmation To update the user's email click Edit on the user detail page, then update the email field with the new email address. Before clicking Save - we need to select the Generate new password and notify user immediately option.
What is the best email integration solution for Salesforce?
Best Email Marketing Apps Integrated with Salesforce Sales CloudGmail. 4.8. (9.1K) ... Mailchimp. 4.5. (14.7K) ... Squarespace. 4.6. (2.4K) ... ActiveCampaign. 4.6. Email Marketing, Marketing Automation, CRM/Sales Automation. ... Constant Contact. 4.3. (2K) ... Intercom. 4.5. (827) ... iContact. 4.5. (549) ... Campaign Monitor. 4.6. (443)More items...
How do I set email permissions in Salesforce?
From Setup, enter Permission Sets in the Quick Find box, and select Permission Sets.Click one of the standard permission sets.Scroll to the Systems section and click System Permissions.On the System Permissions page, click Edit.Select Allow sending of List Emails , and click Save.
How do I find email settings in Salesforce?
Edit Your Email SettingsFrom your personal settings, in the Quick Find box, enter My Email Settings , then select My Email Settings.Make your changes. Note Depending on your org's settings, if you change your email address, you can be prompted to confirm your identity.
How do I change the HTML email template in Salesforce?
Modify or Create Email Templates in Salesforce ClassicFrom Setup, in the Quick Find box, enter Email Templates , and then select Classic Email Templates.Click an email template name.Click Edit HTML Version.Replace the existing survey link with the following HTML. ... Complete this change for both surveys.
How do I change my email template in lightning?
Modify or Create Email Templates in Lightning ExperienceFrom the App Launcher, select Email Templates.Click New Email Template and enter a name.Click Select Folder, select a folder, and click Select Folder.Compose the email to use as your template.Click Save.
How do I use email builder in Salesforce?
8:2726:00Using the New Salesforce Email Template Builder - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis. And now once i've saved it you'll notice that there is a edit and builder button that appearsMoreThis. And now once i've saved it you'll notice that there is a edit and builder button that appears up here again with that permission. Set if you don't have the permission. Set you won't see this.
What is MailChimp in Salesforce?
The MailChimp and Salesforce integration allows you to start creating email campaigns from the leads and contacts in your Salesforce CRM. With the integration, it's fairly easy to create list segmentations in MailChimp with synchronized Salesforce lead and contact records.
What integrates well with Salesforce?
Some popular third-party integration tools are Zapier, Workato, and Automate.io. These are excellent no-code solutions (or low-code) to integrating with Salesforce.
How many Salesforce integrations are there?
2,500+ integrationsFortunately, Salesforce has 2,500+ integrations and apps so that you can personalise and build upon the existing functionality and unearth crucial insights to enhance your performance.
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.
Step 2: Enable Permission Set (s)
When you add a new user, you will need to add the Rethink Features Permission Set to allow access to certain functionality and future Rethink updates.
Step 3: Assign the Rethink License
You will now need to assign the Rethink managed package license to your new user (s).
